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
ABERCROMBIE & FITCH CO CL A 002896207   4,918,075 39,241 SH   SOLE   39,241 0 0
ADECOAGRO S A COM L00849106   18,830,271 1,708,736 SH   SOLE   1,708,736 0 0
AGNICO EAGLE MINES LTD COM 008474108   8,852,060 148,400 SH   SOLE   148,400 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   9,055,698 485,300 SH   SOLE   485,300 0 0
APPLOVIN CORP COM CL A 03831W108   5,018,450 72,500 SH   SOLE   72,500 0 0
ASTERA LABS INC COM 04626A103   3,709,500 50,000 SH   SOLE   50,000 0 0
BANCO MACRO SA SPON ADR B 05961W105   2,317,988 48,111 SH   SOLE   48,111 0 0
BOEING CO COM 097023105   30,463,472 157,850 SH   SOLE   157,850 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   5,792,529 642,900 SH   SOLE   642,900 0 0
CENTRUS ENERGY CORP CL A 15643U104   6,009,391 144,700 SH   SOLE   144,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208   7,467,264 46,300 SH   SOLE   46,300 0 0
COMPASS INC CL A 20464U100   10,097,636 2,804,899 SH   SOLE   2,804,899 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   20,446,358 964,906 SH   SOLE   964,906 0 0
EA SERIES TRUST FREEDOM 100 EM 02072L607   1,543,586 45,763 SH   SOLE   45,763 0 0
EXXON MOBIL CORP COM 30231G102   30,605,992 263,300 SH   SOLE   263,300 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   38,636,750 425,000 SH   SOLE   425,000 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   27,431,794 4,804,167 SH   SOLE   4,804,167 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259   3,184,368 59,200 SH   SOLE   59,200 0 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   88,186,394 1,396,017 SH   SOLE   1,396,017 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   42,596,014 1,675,689 SH   SOLE   1,675,689 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   51,045,248 15,951,640 SH   SOLE   15,951,640 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   14,490,965 1,850,698 SH   SOLE   1,850,698 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148   35,538,173 8,004,093 SH   SOLE   8,004,093 0 0
INTAPP INC COM 45827U109   1,715,000 50,000 SH   SOLE   50,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,197,576 12,975 SH   SOLE   12,975 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   24,109,743 54,300 SH Put SOLE   54,300 0 0
ISHARES INC MSCI MEXICO ETF 464286822   803,788 11,597 SH   SOLE   11,597 0 0
ISHARES INC MSCI TURKEY ETF 464286715   2,052,174 57,100 SH   SOLE   57,100 0 0
ISHARES TR MSCI INDIA ETF 46429B598   943,065 18,280 SH   SOLE   18,280 0 0
ISHARES TR IBOXX HI YD ETF 464288513   231,791 2,982 SH   SOLE   2,982 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   428,147 4,523 SH   SOLE   4,523 0 0
JAMES RIV GROUP LTD COM G5005R107   6,995,283 752,181 SH   SOLE   752,181 0 0
JANUX THERAPEUTICS INC COM 47103J105   564,750 15,000 SH   SOLE   15,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   1,838,000 100,000 SH   SOLE   100,000 0 0
KYVERNA THERAPEUTICS INC COM 501976104   621,000 25,000 SH   SOLE   25,000 0 0
MERCADOLIBRE INC COM 58733R102   26,799,491 17,725 SH   SOLE   17,725 0 0
META PLATFORMS INC CL A 30303M102   3,884,640 8,000 SH   SOLE   8,000 0 0
NASDAQ INC COM 631103108   2,208,500 35,000 SH   SOLE   35,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   7,100,736 595,200 SH   SOLE   595,200 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   3,308,838 76,700 SH   SOLE   76,700 0 0
SHARKNINJA INC COM SHS G8068L108   1,790,215 28,740 SH   SOLE   28,740 0 0
SPDR GOLD TR GOLD SHS 78463V107   560,381 2,724 SH   SOLE   2,724 0 0
SPDR SER TR OILGAS EQUIP 78468R549   6,767,643 72,700 SH   SOLE   72,700 0 0
STONECO LTD COM CL A G85158106   12,513,110 753,348 SH   SOLE   753,348 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   7,201,765 48,500 SH   SOLE   48,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,675,033 86,700 SH   SOLE   86,700 0 0
UNITED STS OIL FD LP UNITS 91232N207   1,598,219 20,300 SH   SOLE   20,300 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   540,702 17,100 SH   SOLE   17,100 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   11,805,183 35,100 SH   SOLE   35,100 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   110,235,658 2,663,984 SH   SOLE   2,663,984 0 0
VITAL ENERGY INC COM 516806205   16,353,968 311,267 SH   SOLE   311,267 0 0
WESTERN DIGITAL CORP. COM 958102105   17,762,872 260,300 SH   SOLE   260,300 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   13,808,104 697,379 SH   SOLE   697,379 0 0