Which interpretation best fits “زَيْدٌ شَاعِرٌ لَا كَاتِبٌ / إِنَّمَا زَيْدٌ شَاعِرٌ” in context?

Qasr by Coordination, Negation–Exception, and Innamā

• Coordination and reversal — Zayd is a poet, not a writer.
• Coordination versus innamā — Zayd is a poet, not a writer / Zayd is only a poet.
• Comparing lā, bal and lākin — Lā, bal and lākin.
• Restricting the subject to a property — Zayd is only a writer.