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
APPLE INC COM 037833100 13,544 98,000 SH   SOLE 0 98,000 0 0
ADOBE INC COM 00724F101 688 2,500 SH   SOLE 0 2,500 0 0
ADT INC COM 00090Q103 13,501 1,802,479 SH   SOLE 0 1,802,479 0 0
ADVANCED MICRO DEVICES COM 007903107 12,672 200,000 SH   SOLE 0 200,000 0 0
ANTERO RESOURCES CORP COM 03674X106 9,159 300,000 SH   SOLE 0 300,000 0 0
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108 16,452 300,000 SH   SOLE 0 300,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 3,600 45,000 SH   SOLE 0 45,000 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 20,444 1,022,210 SH   SOLE 0 1,022,210 0 0
GLOBAL X ROBOTICS ARTIFICI RBTCS ARTFL INTE 37954Y715 15,278 845,018 SH   SOLE 0 845,018 0 0
CINEMARK HOLDINGS INC COM 17243V102 4,420 365,000 SH   SOLE 0 365,000 0 0
COUPANG INC CL A 22266T109 8,335 500,000 SH   SOLE 0 500,000 0 0
CHEVRON CORP COM 166764100 21,551 150,000 SH   SOLE 0 150,000 0 0
CAESARS ENTERTAINMENT INC COM 12769G100 968 30,000 SH   SOLE 0 30,000 0 0
DELTA AIR LINES INC COM NEW 247361702 12,627 450,000 SH   SOLE 0 450,000 0 0
META PLATFORMS INC-CLASS A CL A 30303M102 6,106 45,000 SH   SOLE 0 45,000 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 39,422 410,000 SH   SOLE 0 410,000 0 0
ISHARES BIOTECHNOLOGY ETF NASDAQ BIOTECH 464287556 936 8,000 SH   SOLE 0 8,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 2,387 360,000 SH   SOLE 0 360,000 0 0
JPMORGAN CHASE CO COM 46625H100 6,270 60,000 SH   SOLE 0 60,000 0 0
SOUTHWEST AIRLINES CO COM 844741108 8,944 290,000 SH   SOLE 0 290,000 0 0
LYFT INC-A CL A COM 55087P104 5,268 400,000 SH   SOLE 0 400,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 16,197 545,000 SH   SOLE 0 545,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 1,746 25,000 SH   SOLE 0 25,000 0 0
MICROSOFT CORP COM 594918104 54,732 235,000 SH   SOLE 0 235,000 0 0
MICRON TECHNOLOGY INC COM 595112103 17,285 345,000 SH   SOLE 0 345,000 0 0
CLOUDFLARE INC - CLASS A CL A COM 18915M107 5,531 100,000 SH   SOLE 0 100,000 0 0
NETFLIX INC COM 64110L106 4,709 20,000 SH   SOLE 0 20,000 0 0
NVIDIA CORP COM 67066G104 12,212 100,603 SH   SOLE 0 100,603 0 0
VANECK OIL SERVICES ETF OIL SERVICES ETF 92189H607 9,145 43,300 SH   SOLE 0 43,300 0 0
PALO ALTO NETWORKS INC COM 697435105 23,340 142,500 SH   SOLE 0 142,500 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 875 50,000 SH   SOLE 0 50,000 0 0
VANECK SEMICONDUCTOR ETF SEMICONDUCTOR ET 92189F676 740 4,000 SH   SOLE 0 4,000 0 0
SNAP INC - A CL A 83304A106 2,946 300,000 SH   SOLE 0 300,000 0 0
SENSATA TECHNOLOGIES HOLDING SHS G8060N102 3,728 100,000 SH   SOLE 0 100,000 0 0
SUMO LOGIC INC COM 86646P103 3,707 494,226 SH   SOLE 0 494,226 0 0
ATT INC COM 00206R102 12,272 800,000 SH   SOLE 0 800,000 0 0
TELEPHONE AND DATA SYSTEMS COM NEW 879433829 3,767 271,000 SH   SOLE 0 271,000 0 0
T-MOBILE US INC COM 872590104 23,111 172,250 SH   SOLE 0 172,250 0 0
TESLA INC COM 88160R101 7,958 30,000 SH   SOLE 0 30,000 0 0
UNITED AIRLINES HOLDINGS INC COM 910047109 8,295 255,000 SH   SOLE 0 255,000 0 0
WORKDAY INC-CLASS A CL A 98138H101 11,356 74,600 SH   SOLE 0 74,600 0 0
WALMART INC COM 931142103 5,188 40,000 SH   SOLE 0 40,000 0 0
ENERGY SELECT SECTOR SPDR ENERGY 81369Y506 11,451 159,000 SH   SOLE 0 159,000 0 0
SPDR SP 500 ETF TRUST PUT 78462F953 107,154 300,000 SH Put SOLE 0 300,000 0 0