The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   9,098,547 200,100 SH   SOLE   200,100 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   17,932,775 122,500 SH   SOLE   122,500 0 0
ARCH RESOURCES INC CL A 03940R107   12,865,379 90,100 SH   SOLE   90,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,683,662 30,465 SH   SOLE   30,465 0 0
BED BATH & BEYOND INC COM 075896100   903,600 360,000 SH   SOLE   360,000 0 0
KE HLDGS INC SPONSORED ADS 482497104   1,675,200 120,000 SH   SOLE   120,000 0 0
BAUSCH HEALTH COS INC COM 071734107   5,652 900 SH   SOLE   900 0 0
BIONTECH SE SPONSORED ADS 09075V102   3,004,400 20,000 SH   SOLE   20,000 0 0
PEABODY ENERGY CORP COM 704551100   8,702,748 329,400 SH   SOLE   329,400 0 0
BEYOND MEAT INC COM 08862E109   984,800 80,000 SH   SOLE   80,000 0 0
BAOZUN INC SPONSORED ADR 06684L103   574,149 108,330 SH   SOLE   108,330 0 0
AVIS BUDGET GROUP COM 053774105   4,917,900 30,000 SH   SOLE   30,000 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107   1,046,126 131,258 SH   SOLE   131,258 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   4,246,800 120,000 SH   SOLE   120,000 0 0
CARVANA CO CL A 146869102   23,700 5,000 SH   SOLE   5,000 0 0
DLOCAL LTD CLASS A COM G29018101   778,500 50,000 SH   SOLE   50,000 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   310,250 183,580 SH   SOLE   183,580 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   833,277 23,931 SH   SOLE   23,931 0 0
FARADAY FUTRE INTLGT ELCTR I COM 307359109   203,210 700,000 SH   SOLE   700,000 0 0
GAMESTOP CORP NEW CL A 36467W109   1,846,000 100,000 SH   SOLE   100,000 0 0
FERROGLOBE PLC SHS G33856108   1,844,535 479,100 SH   SOLE   479,100 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   4,088,000 100,000 SH   SOLE   100,000 0 0
LUCID GROUP INC COM 549498103   409,800 60,000 SH   SOLE   60,000 0 0
RAMACO RES INC COM 75134P303   2,285,400 260,000 SH   SOLE   260,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   2,052,831 178,507 SH   SOLE   178,507 0 0
HELLO GROUP INC ADS 423403104   979,718 109,100 SH   SOLE   109,100 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   11,206,428 427,400 SH   SOLE   427,400 0 0
MICRON TECHNOLOGY INC COM 595112103   2,998,800 60,000 SH   SOLE   60,000 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106   1,270,206 415,100 SH   SOLE   415,100 0 0
NIO INC SPON ADS 62914V106   1,950 200 SH   SOLE   200 0 0
OCCIDENTAL PETE CORP COM 674599105   3,149,500 50,000 SH   SOLE   50,000 0 0
PINDUODUO INC SPONSORED ADS 722304102   2,446,500 30,000 SH   SOLE   30,000 0 0
PIEDMONT LITHIUM INC COM 72016P105   6,162,800 140,000 SH   SOLE   140,000 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   5,661,220 2,461,400 SH   SOLE   2,461,400 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,245,280 36,200 SH   SOLE   36,200 0 0
TESLA INC COM 88160R101   3,695,400 30,000 SH   SOLE   30,000 0 0
VALENS VALENS SEMICONDUCTOR LTD ORDINARY SHARES M9607U115   335,888 62,549 SH   SOLE   62,549 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   286,420 50,515 SH   SOLE   50,515 0 0
WOLFSPEED INC COM 977852102   2,071,200 30,000 SH   SOLE   30,000 0 0
UNITED STATES STL CORP NEW COM 912909108   11,372,700 454,000 SH   SOLE   454,000 0 0