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
ADVANCED MICRO DEVICES INC COM 007903107   19,787,925 201,897 SH   SOLE   201,897 0 0
AEHR TEST SYS COM 00760J108   4,540,584 146,376 SH   SOLE   146,376 0 0
ALAUNOS THERAPEUTICS INC COM 98973P101   9,855,104 15,643,023 SH   SOLE   15,643,023 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   20,436,000 200,000 SH Call SOLE   200,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   43,126,602 422,065 SH   SOLE   422,065 0 0
ALIGHT INC COM CL A 01626W101   3,223,500 350,000 SH   SOLE   350,000 0 0
ALPHABET INC CAP STK CL A 02079K305   31,357,579 302,300 SH   SOLE   302,300 0 0
ARISTA NETWORKS INC COM 040413106   36,339,844 216,489 SH   SOLE   216,489 0 0
ATLASSIAN CORPORATION CL A 049468101   2,058,319 12,025 SH   SOLE   12,025 0 0
BANCO MACRO SA SPON ADR B 05961W105   7,818,198 438,978 SH   SOLE   438,978 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,957,126 98,200 SH   SOLE   98,200 0 0
BRIGHTSPIRE CAPITAL INC COM CL A 10949T109   4,578,400 776,000 SH   SOLE   776,000 0 0
CALIX INC COM 13100M509   3,722,737 69,467 SH   SOLE   69,467 0 0
CENTENE CORP DEL COM 15135B101   8,065,596 127,600 SH   SOLE   127,600 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   2,314,200 145,000 SH   SOLE   145,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109   1,911,000 300,000 SH Put SOLE   300,000 0 0
COMPASS INC CL A 20464U100   12,288,134 3,804,376 SH   SOLE   3,804,376 0 0
CORVUS PHARMACEUTICALS INC COM 221015100   499,342 548,727 SH   SOLE   548,727 0 0
CREDICORP LTD COM G2519Y108   5,030,820 38,000 SH   SOLE   38,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   7,870,090 835,466 SH   SOLE   835,466 0 0
DENBURY INC COM 24790A101   25,457,829 290,515 SH   SOLE   290,515 0 0
DIREXION SHS ETF TR DLY SEMICNDTR BR 25460G336   1,416,979 87,038 SH   SOLE   87,038 0 0
EA SERIES TRUST FREEDOM 100 EM 02072L607   2,352,258 80,036 SH   SOLE   80,036 0 0
ELEVANCE HEALTH INC COM 036752103   16,737,084 36,400 SH   SOLE   36,400 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   5,433,000 100,000 SH Call SOLE   100,000 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   14,566,902 1,326,676 SH   SOLE   1,326,676 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   65,673,530 12,414,656 SH   SOLE   12,414,656 0 0
HARMONIC INC COM 413160102   1,960,546 134,376 SH   SOLE   134,376 0 0
HASBRO INC COM 418056107   5,397,939 100,539 SH   SOLE   100,539 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   95,241,033 5,846,595 SH   SOLE   5,846,595 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148   14,580,738 1,641,975 SH Call SOLE   1,641,975 0 0
HUMANA INC COM 444859102   69,561,563 143,290 SH   SOLE   143,290 0 0
INTERCORP FINL SVCS INC SHS P5626F128   5,063,051 221,869 SH   SOLE   221,869 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   23,492,076 73,200 SH Put SOLE   73,200 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   14,839,960 542,000 SH   SOLE   542,000 0 0
ISHARES INC MSCI MEXICO ETF 464286822   1,315,018 22,090 SH   SOLE   22,090 0 0
ISHARES TR MSCI INDIA ETF 46429B598   1,960,128 49,800 SH   SOLE   49,800 0 0
JPMORGAN CHASE & CO COM 46625H100   8,496,212 65,200 SH   SOLE   65,200 0 0
MICRON TECHNOLOGY INC COM 595112103   24,136,000 400,000 SH Call SOLE   400,000 0 0
MICRON TECHNOLOGY INC COM 595112103   16,478,914 273,101 SH   SOLE   273,101 0 0
NEXTRACKER INC CLASS A COM 65290E101   10,069,402 277,700 SH   SOLE   277,700 0 0
NUTANIX INC CL A 67059N108   7,797,000 300,000 SH Call SOLE   300,000 0 0
NUTANIX INC CL A 67059N108   11,248,186 432,789 SH   SOLE   432,789 0 0
NVIDIA CORPORATION COM 67066G104   4,768,755 17,168 SH   SOLE   17,168 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   8,243,219 249,946 SH   SOLE   249,946 0 0
PNC FINL SVCS GROUP INC COM 693475105   10,587,430 83,300 SH   SOLE   83,300 0 0
SALESFORCE INC COM 79466L302   5,234,236 26,200 SH   SOLE   26,200 0 0
SAMSARA INC COM CL A 79589L106   5,916,000 300,000 SH Put SOLE   300,000 0 0
SHUTTERSTOCK INC COM 825690100   15,654,665 215,629 SH   SOLE   215,629 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   32,751,200 80,000 SH Put SOLE   80,000 0 0
TESLA INC COM 88160R101   3,111,900 15,000 SH Put SOLE   15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   48,889,436 103,450 SH   SOLE   103,450 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   4,089,520 335,757 SH   SOLE   335,757 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   70,346,227 3,554,635 SH   SOLE   3,554,635 0 0