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   4,819,464 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