The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 4,819,464 | 27,100 | SH | SOLE | 27,100 | 0 | 0 | ||
| ADECOAGRO S A | COM | L00849106 | 23,124,454 | 2,376,614 | SH | SOLE | 2,376,614 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,738,400 | 79,700 | SH | SOLE | 79,700 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 27,712,050 | 143,400 | SH | SOLE | 143,400 | 0 | 0 | ||
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | 02390A101 | 30,531,796 | 1,795,988 | SH | SOLE | 1,795,988 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 19,182,210 | 230,500 | SH | SOLE | 230,500 | 0 | 0 | ||
| ASTERA LABS INC | COM | 04626A103 | 1,512,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| BANCO MACRO SA | SPON ADR B | 05961W105 | 252,252 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| BIONTECH SE | SPONSORED ADS | 09075V102 | 2,467,052 | 30,700 | SH | SOLE | 30,700 | 0 | 0 | ||
| CENTRUS ENERGY CORP | CL A | 15643U104 | 6,185,925 | 144,700 | SH | SOLE | 144,700 | 0 | 0 | ||
| CHEVRON CORP NEW | COM | 166764100 | 30,705,246 | 196,300 | SH | SOLE | 196,300 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | 8,183,380 | 2,273,161 | SH | SOLE | 2,273,161 | 0 | 0 | ||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 11,415,548 | 357,406 | SH | SOLE | 357,406 | 0 | 0 | ||
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | 1,138,434 | 32,232 | SH | SOLE | 32,232 | 0 | 0 | ||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 32,321,216 | 414,800 | SH | SOLE | 414,800 | 0 | 0 | ||
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 24,918,316 | 4,572,168 | SH | SOLE | 4,572,168 | 0 | 0 | ||
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 6,285,045 | 217,100 | SH | SOLE | 217,100 | 0 | 0 | ||
| GLOBAL X FDS | GB MSCI AR ETF | 37950E259 | 3,363,152 | 59,200 | SH | SOLE | 59,200 | 0 | 0 | ||
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 389637109 | 32,083,329 | 602,617 | SH | SOLE | 602,617 | 0 | 0 | ||
| GRINDR INC | COM | 39854F101 | 3,178,728 | 259,700 | SH | SOLE | 259,700 | 0 | 0 | ||
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | 399909100 | 47,853,262 | 1,565,879 | SH | SOLE | 1,565,879 | 0 | 0 | ||
| GRUPO TELEVISA S A B | SPON ADR REP ORD | 40049J206 | 46,937,470 | 16,944,935 | SH | SOLE | 16,944,935 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | *W EXP 06/30/205 | 42806J148 | 22,710,976 | 9,269,786 | SH | SOLE | 9,269,786 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 5,852,080 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 2,446,630 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 2,043,807 | 12,441 | SH | SOLE | 12,441 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 24,913,720 | 52,000 | SH | Put | SOLE | 52,000 | 0 | 0 | |
| ISHARES INC | MSCI MEXICO ETF | 464286822 | 1,021,924 | 18,052 | SH | SOLE | 18,052 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 3,077,996 | 55,181 | SH | SOLE | 55,181 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 242,297 | 3,141 | SH | SOLE | 3,141 | 0 | 0 | ||
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | 447,834 | 4,782 | SH | SOLE | 4,782 | 0 | 0 | ||
| JAMES RIV GROUP LTD | COM | G5005R107 | 5,814,359 | 752,181 | SH | SOLE | 752,181 | 0 | 0 | ||
| KYVERNA THERAPEUTICS INC | COM | 501976104 | 187,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| LOAR HOLDINGS INC | COM SHS | 53947R105 | 1,335,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 32,017,970 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
| NASDAQ INC | COM | 631103108 | 6,026,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 10,330,617 | 163,900 | SH | SOLE | 163,900 | 0 | 0 | ||
| OKLO INC | COM CL A | 02156V109 | 1,832,908 | 216,400 | SH | SOLE | 216,400 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 21,137,438 | 208,600 | SH | SOLE | 208,600 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 22,591,261 | 1,360,100 | SH | SOLE | 1,360,100 | 0 | 0 | ||
| SPDR SER TR | S&P BK ETF | 78464A797 | 896,719 | 19,330 | SH | SOLE | 19,330 | 0 | 0 | ||
| SPDR SER TR | S&P OILGAS EXP | 78468R556 | 4,916,886 | 33,800 | SH | SOLE | 33,800 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 4,631,114 | 386,248 | SH | SOLE | 386,248 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 18,565,506 | 119,400 | SH | SOLE | 119,400 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 6,301,356 | 86,700 | SH | SOLE | 86,700 | 0 | 0 | ||
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | 1,054,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| VIKING THERAPEUTICS INC | COM | 92686J106 | 7,787,169 | 146,900 | SH | SOLE | 146,900 | 0 | 0 | ||
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | 110,803,242 | 2,436,307 | SH | SOLE | 2,436,307 | 0 | 0 | ||
| VITAL ENERGY INC | COM | 516806205 | 13,054,587 | 291,267 | SH | SOLE | 291,267 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 46,810,706 | 617,800 | SH | SOLE | 617,800 | 0 | 0 | ||
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 14,933,004 | 309,300 | SH | SOLE | 309,300 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 14,997,025 | 745,379 | SH | SOLE | 745,379 | 0 | 0 | ||