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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 44,325 1,250,000 SH   SOLE   1,250,000 0 0
YAMANA GOLD INC COM 98462Y100 26,040 6,000,000 SH   SOLE   6,000,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 17,288 100,000 SH   SOLE   100,000 0 0
COTY INC COM CL A 222070203 24,327 2,700,000 SH   SOLE   2,700,000 0 0
CANADIAN SOLAR INC COM 136635109 30,274 610,000 SH   SOLE   610,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 32,357 370,000 SH   SOLE   370,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 13,056 1,700,000 SH   SOLE   1,700,000 0 0
GILEAD SCIENCES INC COM 375558103 21,974 340,000 SH   SOLE   340,000 0 0
ESPORTS ENTMT GROUP INC COM 29667K306 9,488 632,130 SH   SOLE   632,130 0 0
GAMESTOP CORP NEW CL A 36467W109 34,168 180,000 SH   SOLE   180,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 18,160 1,000,000 SH   SOLE   1,000,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 14,148 900,000 SH   SOLE   900,000 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 12,192 1,600,000 SH   SOLE   1,600,000 0 0
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500 15,298 1,450,000 SH   SOLE   1,450,000 0 0
LITHIA MTRS INC CL A 536797103 27,306 70,000 SH   SOLE   70,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 128,588 3,400,000 SH   SOLE   3,400,000 0 0
NEWELL BRANDS INC COM 651229106 18,746 700,000 SH   SOLE   700,000 0 0
POTBELLY CORP COM 73754Y100 6,688 1,131,569 SH   SOLE   1,131,569 0 0
PLANET FITNESS INC CL A 72703H101 1,546 20,000 SH   SOLE   20,000 0 0
B. RILEY FINANCIAL INC COM 05580M108 28,190 500,000 SH   SOLE   500,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 32,710 820,000 SH   SOLE   820,000 0 0
SUPER LEAGUE GAMING INC COM 86804F202 11,264 1,600,000 SH   SOLE   1,600,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 17,205 3,700,000 SH   SOLE   3,700,000 0 0
AT&T INC COM 00206R102 12,108 400,000 SH   SOLE   400,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 18,208 590,992 SH   SOLE   590,992 0 0
TUPPERWARE BRANDS CORP COM 899896104 43,841 1,660,000 SH   SOLE   1,660,000 0 0
UNITED NAT FOODS INC COM 911163103 44,798 1,360,000 SH   SOLE   1,360,000 0 0
VOXX INTL CORP CL A 91829F104 14,643 768,275 SH   SOLE   768,275 0 0
WESTROCK CO COM 96145D105 50,489 970,000 SH   SOLE   970,000 0 0
WW INTL INC COM 98262P101 35,972 1,150,000 SH   SOLE   1,150,000 0 0
ALBEMARLE CORP COM 012653101 21,917 150,000 SH Call SOLE   150,000 0 0
B & G FOODS INC NEW COM 05508R106 7,765 250,000 SH Call SOLE   250,000 0 0
BAUSCH HEALTH COS INC COM 071734107 6,348 200,000 SH Call SOLE   200,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 51,864 300,000 SH Call SOLE   300,000 0 0
ETSY INC COM 29786A106 5,848 29,000 SH Put SOLE   29,000 0 0
GILEAD SCIENCES INC COM 375558103 49,765 770,000 SH Call SOLE   770,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 36,520 500,000 SH Put SOLE   500,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 90,404 550,000 SH Call SOLE   550,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 9,455 250,000 SH Call SOLE   250,000 0 0
PLANET FITNESS INC CL A 72703H101 61,840 800,000 SH Call SOLE   800,000 0 0
SCHWAB CHARLES CORP COM 808513105 93,859 1,440,000 SH Put SOLE   1,440,000 0 0
UNITED NAT FOODS INC COM 911163103 3,294 100,000 SH Call SOLE   100,000 0 0
WELBILT INC COM 949090104 4,875 300,000 SH Call SOLE   300,000 0 0
APHRIA INC COM 03765K104 2,756 150,000 SH Call SOLE   150,000 0 0
TILRAY INC NOTE 5.000%10/0 88688TAB6 2,784 3,000 PRN   SOLE   3,000 0 0