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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   26,153,038 769,207 SH   SOLE   769,207 0 0
ALPHABET INC CAP STK CL C 02079K107   73,988,250 525,000 SH   SOLE   525,000 0 0
AMAZON COM INC COM 023135106   117,753,500 775,000 SH   SOLE   775,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   72,927,320 1,076,418 SH   SOLE   1,076,418 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   103,906,850 1,115,000 SH   SOLE   1,115,000 0 0
APTIV PLC SHS G6095L109   85,924,844 957,700 SH   SOLE   957,700 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   18,531,542 1,103,068 SH   SOLE   1,103,068 0 0
ASTRONICS CORP COM 046433108   8,862,843 508,774 SH   SOLE   508,774 0 0
AZUL S A SPONSR ADR PFD 05501U106   13,474,478 1,390,555 SH   SOLE   1,390,555 0 0
BANC OF CALIFORNIA INC COM 05990K106   28,855,537 2,148,588 SH   SOLE   2,148,588 0 0
BLOCK INC CL A 852234103   34,807,500 450,000 SH   SOLE   450,000 0 0
BOEING CO COM 097023105   43,034,966 165,100 SH   SOLE   165,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107   34,686,000 600,000 SH   SOLE   600,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   33,835,500 1,825,000 SH   SOLE   1,825,000 0 0
CLEANSPARK INC COM NEW 18452B209   369,395 33,490 SH   SOLE   33,490 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   27,716,492 364,403 SH   SOLE   364,403 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   9,893,439 56,885 SH   SOLE   56,885 0 0
DEXCOM INC COM 252131107   12,409,000 100,000 SH   SOLE   100,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   26,889,907 1,533,062 SH   SOLE   1,533,062 0 0
ELI LILLY & CO COM 532457108   10,492,560 18,000 SH   SOLE   18,000 0 0
ENGAGESMART INC COMMON STOCK 29283F103   5,381,500 235,000 SH   SOLE   235,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   30,035,000 500,000 SH   SOLE   500,000 0 0
FIRST AMERN FINL CORP COM 31847R102   18,043,200 280,000 SH   SOLE   280,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   26,960,430 19,000 SH   SOLE   19,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   33,061,437 776,637 SH   SOLE   776,637 0 0
GOGORO INC *W EXP 04/04/202 G9491K113   3,483,000 1,350,000 SH   SOLE   1,350,000 0 0
IMMUNOVANT INC COM 45258J102   7,372,750 175,000 SH   SOLE   175,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   100,457,946 782,200 SH   SOLE   782,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   34,311,874 101,707 SH   SOLE   101,707 0 0
IONIS PHARMACEUTICALS INC COM 462222100   6,829,650 135,000 SH   SOLE   135,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   353,729 16,241 SH   SOLE   16,241 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   150,532,500 750,000 SH   SOLE   750,000 0 0
KENVUE INC COM 49177J102   38,353,305 1,781,389 SH   SOLE   1,781,389 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   13,500,000 500,000 SH   SOLE   500,000 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   6,919,550 115,000 SH   SOLE   115,000 0 0
MASIMO CORP COM 574795100   12,893,100 110,000 SH   SOLE   110,000 0 0
META PLATFORMS INC CL A 30303M102   153,347,153 433,233 SH   SOLE   433,233 0 0
MICROSOFT CORP COM 594918104   60,166,400 160,000 SH   SOLE   160,000 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   9,360,450 155,000 SH   SOLE   155,000 0 0
MOVELLA HOLDINGS INC *W EXP 02/10/202 62459N113   90,750 150,000 SH   SOLE   150,000 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   26,073,226 1,073,414 SH   SOLE   1,073,414 0 0
NCR VOYIX CORPORATION COM 62886E108   42,854,320 2,534,259 SH   SOLE   2,534,259 0 0
NEXTERA ENERGY INC COM 65339F101   409,570 6,743 SH   SOLE   6,743 0 0
NOVO-NORDISK A S ADR 670100205   1,034,500 10,000 SH   SOLE   10,000 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   14,443,000 550,000 SH   SOLE   550,000 0 0
NVIDIA CORPORATION COM 67066G104   59,426,400 120,000 SH   SOLE   120,000 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   12,262,500 1,250,000 SH   SOLE   1,250,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   9,200,000 2,000,000 SH   SOLE   2,000,000 0 0
PINTEREST INC CL A 72352L106   73,363,091 1,980,645 SH   SOLE   1,980,645 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   23,030,000 1,000,000 SH   SOLE   1,000,000 0 0
PROGRESSIVE CORP COM 743315103   74,042,742 464,859 SH   SOLE   464,859 0 0
RH COM 74967X103   14,574,000 50,000 SH   SOLE   50,000 0 0
RIOT PLATFORMS INC COM 767292105   3,661,084 236,657 SH   SOLE   236,657 0 0
SANOFI SPONSORED ADR 80105N105   28,176,670 566,593 SH   SOLE   566,593 0 0
SHIFT4 PMTS INC CL A 82452J109   43,709,021 587,961 SH   SOLE   587,961 0 0
SHOCKWAVE MED INC COM 82489T104   12,862,800 67,500 SH   SOLE   67,500 0 0
SNAP INC CL A 83304A106   26,664,750 1,575,000 SH   SOLE   1,575,000 0 0
SONDER HOLDINGS INC *W EXP 01/18/202 83542D110   508,500 150,000 SH   SOLE   150,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   382,340 2,000 SH   SOLE   2,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   18,956,325 596,486 SH   SOLE   596,486 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   565,968 5,442 SH   SOLE   5,442 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   45,770,800 284,379 SH   SOLE   284,379 0 0
TECK RESOURCES LTD CL B 878742204   43,735,712 1,034,675 SH   SOLE   1,034,675 0 0
TIDEWATER INC NEW COM 88642R109   17,896,332 248,181 SH   SOLE   248,181 0 0
TRANSOCEAN LTD REG SHS H8817H100   48,954,074 7,709,303 SH   SOLE   7,709,303 0 0
UBER TECHNOLOGIES INC COM 90353T100   80,810,502 1,312,498 SH   SOLE   1,312,498 0 0
UBS GROUP AG SHS H42097107   26,265,000 850,000 SH   SOLE   850,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   476,779 15,375 SH   SOLE   15,375 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   61,973,253 1,290,303 SH   SOLE   1,290,303 0 0
VULCAN MATLS CO COM 929160109   26,106,150 115,000 SH   SOLE   115,000 0 0