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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCELERON PHARMA INC COM 00434H108 2,999 23,440 SH   SOLE   23,440 0 0
ACM RESEARCH INC COM CL A 00108J109 2,681 33,000 SH   SOLE   33,000 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 2,594 481,284 SH   SOLE   481,284 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 2,696 45,600 SH   SOLE   45,600 0 0
ALCOA CORP COM 013872106 604 26,220 SH   SOLE   26,220 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 439 53,500 SH Put SOLE   53,500 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 158 350,000 SH Call SOLE   350,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,243 142,260 SH   SOLE   142,260 0 0
ANTERO MIDSTREAM CORP COM 03676B102 2,108 273,475 SH   SOLE   273,475 0 0
ANTERO RESOURCES CORP COM 03674X106 5,479 1,005,350 SH   SOLE   1,005,350 0 0
APPLIED MATLS INC COM 038222105 5,012 58,080 SH   SOLE   58,080 0 0
AT&T INC COM 00206R102 9,376 326,000 SH   SOLE   326,000 0 0
BAIDU INC SPON ADR REP A 056752108 4,541 21,000 SH   SOLE   21,000 0 0
BARRICK GOLD CORP COM 067901108 2,620 115,020 SH   SOLE   115,020 0 0
BERKELEY LTS INC COM 084310101 1,365 15,270 SH   SOLE   15,270 0 0
BEYOND MEAT INC COM 08862E109 124 69,500 SH Put SOLE   69,500 0 0
BHP GROUP LTD SPONSORED ADS 088606108 415 6,350 SH   SOLE   6,350 0 0
BRIDGETOWN HOLDINGS LTD UNIT 10/15/2025 G1355U105 5,213 307,000 SH   SOLE   307,000 0 0
CABOT OIL & GAS CORP COM 127097103 407 25,000 SH   SOLE   25,000 0 0
CC NEUBERGER PRIN HLDGS II SHS CL A G3166T103 1,782 171,331 SH   SOLE   171,331 0 0
CELANESE CORP DEL COM 150870103 398 3,060 SH   SOLE   3,060 0 0
CHEESECAKE FACTORY INC COM 163072101 1,519 41,000 SH   SOLE   41,000 0 0
CME GROUP INC COM 12572Q105 8,192 45,000 SH   SOLE   45,000 0 0
CNX RES CORP COM 12653C108 464 43,000 SH   SOLE   43,000 0 0
COMSTOCK RES INC COM 205768302 341 78,000 SH   SOLE   78,000 0 0
CRESCENT PT ENERGY CORP COM 22576C101 572 245,000 SH   SOLE   245,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 6,673 116,331 SH   SOLE   116,331 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 206 6,860 SH   SOLE   6,860 0 0
DOW INC COM 260557103 407 7,330 SH   SOLE   7,330 0 0
EQT CORP COM 26884L109 2,137 168,170 SH   SOLE   168,170 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 1,930 240,000 SH   SOLE   240,000 0 0
FEDEX CORP COM 31428X106 2,376 9,150 SH   SOLE   9,150 0 0
FIRSTENERGY CORP COM 337932107 1,531 50,000 SH   SOLE   50,000 0 0
FIRSTENERGY CORP COM 337932107 814 428,500 SH Call SOLE   428,500 0 0
FIVE BELOW INC COM 33829M101 2,275 13,000 SH   SOLE   13,000 0 0
FOLEY TRASIMENE ACQUISITION *W EXP 08/11/202 344328117 459 100,000 SH   SOLE   100,000 0 0
GENERAL ELECTRIC CO COM 369604103 175 16,220 SH   SOLE   16,220 0 0
HALLIBURTON CO COM 406216101 198 10,470 SH   SOLE   10,470 0 0
INARI MED INC COM 45332Y109 698 8,000 SH   SOLE   8,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,654 100,000 SH   SOLE   100,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 5,017 3,453,000 SH Call SOLE   3,453,000 0 0
ISHARES INC MSCI THAILND ETF 464286624 6,922 89,810 SH   SOLE   89,810 0 0
ISHARES SILVER TR ISHARES 46428Q109 21,246 864,700 SH   SOLE   864,700 0 0
JAPAN SMALLER CAPITALIZATION COM 47109U104 4,680 517,748 SH   SOLE   517,748 0 0
JD.COM INC SPON ADR CL A 47215P106 3,090 35,150 SH   SOLE   35,150 0 0
KLA CORP COM NEW 482480100 5,012 19,360 SH   SOLE   19,360 0 0
KOHLS CORP COM 500255104 251 6,180 SH   SOLE   6,180 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 417 4,550 SH   SOLE   4,550 0 0
MACYS INC COM 55616P104 229 20,380 SH   SOLE   20,380 0 0
MERCK & CO. INC COM 58933Y105 7 112,000 SH Call SOLE   112,000 0 0
MICRON TECHNOLOGY INC COM 595112103 3,570 47,485 SH   SOLE   47,485 0 0
NEWMONT CORP COM 651639106 2,981 49,780 SH   SOLE   49,780 0 0
NEXGEN ENERGY LTD COM 65340P106 4,858 1,760,000 SH   SOLE   1,760,000 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 2,365 270,000 SH   SOLE   270,000 0 0
NUCOR CORP COM 670346105 376 7,070 SH   SOLE   7,070 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,226 14,000 SH   SOLE   14,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,382 195,000 SH   SOLE   195,000 0 0
OVINTIV INC COM 69047Q102 589 41,000 SH   SOLE   41,000 0 0
PLUG POWER INC COM NEW 72919P202 3,420 100,850 SH   SOLE   100,850 0 0
QEP RESOURCES INC COM 74733V100 1,423 595,480 SH   SOLE   595,480 0 0
RANGE RES CORP COM 75281A109 375 56,000 SH   SOLE   56,000 0 0
REPLIMUNE GROUP INC COM 76029N106 916 24,000 SH   SOLE   24,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 413 5,490 SH   SOLE   5,490 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 1,963 35,790 SH   SOLE   35,790 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,967 51,910 SH   SOLE   51,910 0 0
SHAKE SHACK INC CL A 819047101 1,564 18,450 SH   SOLE   18,450 0 0
SILK RD MED INC COM 82710M100 3,311 52,565 SH   SOLE   52,565 0 0
SOUTHERN COPPER CORP COM 84265V105 432 6,630 SH   SOLE   6,630 0 0
SOUTHWESTERN ENERGY CO COM 845467109 507 170,000 SH   SOLE   170,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 259 178,500 SH Put SOLE   178,500 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 1,952 33,360 SH   SOLE   33,360 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 993 22,000 SH   SOLE   22,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 133 100,000 SH Call SOLE   100,000 0 0
TELOS CORP MD COM 87969B101 1,570 47,600 SH   SOLE   47,600 0 0
TEXAS ROADHOUSE INC COM 882681109 1,563 20,000 SH   SOLE   20,000 0 0
TJX COS INC NEW COM 872540109 2,685 39,320 SH   SOLE   39,320 0 0
UBER TECHNOLOGIES INC COM 90353T100 274 200,000 SH Put SOLE   200,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,222 32,000 SH   SOLE   32,000 0 0
UNITY SOFTWARE INC COM 91332U101 238 48,000 SH Put SOLE   48,000 0 0
VALE S A SPONSORED ADS 91912E105 414 24,710 SH   SOLE   24,710 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2,361 65,540 SH   SOLE   65,540 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 502 9,260 SH   SOLE   9,260 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 1,700 2,500,000 SH Call SOLE   2,500,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 425 2,550,000 SH Put SOLE   2,550,000 0 0
WEBSTER FINL CORP CONN COM 947890109 5,354 127,015 SH   SOLE   127,015 0 0
WESTLAKE CHEM CORP COM 960413102 395 4,840 SH   SOLE   4,840 0 0
WYNN RESORTS LTD COM 983134107 176 54,500 SH Put SOLE   54,500 0 0