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
ALCOA CORP COM 013872106   60,226,316 1,782,371 SH   SOLE   1,782,371 0 0
AMAZON COM INC COM 023135106   221,137,943 1,225,956 SH   SOLE   1,225,956 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   56,225,000 500,000 SH Call SOLE   500,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   121,948,202 1,084,466 SH   SOLE   1,084,466 0 0
ARAMARK COM 03852U106   248,687,367 7,647,213 SH   SOLE   7,647,213 0 0
ARCH RESOURCES INC CL A 03940R107   10,319,985 64,183 SH   SOLE   64,183 0 0
AUTOLIV INC COM 052800109   134,096,758 1,113,483 SH   SOLE   1,113,483 0 0
BAXTER INTL INC COM 071813109   82,309,162 1,925,811 SH   SOLE   1,925,811 0 0
BAXTER INTL INC COM 071813109   85,480,000 2,000,000 SH Call SOLE   2,000,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   9,815,449 166,279 SH   SOLE   166,279 0 0
BROADCOM INC COM 11135F101   140,460,325 105,975 SH   SOLE   105,975 0 0
CAMECO CORP COM 13321L108   7,924,961 182,940 SH   SOLE   182,940 0 0
COHERENT CORP COM 19247G107   123,914,736 2,044,123 SH   SOLE   2,044,123 0 0
CONFLUENT INC CLASS A COM 20717M103   67,005,317 2,195,456 SH   SOLE   2,195,456 0 0
CONSTELLATION ENERGY CORP COM 21037T109   20,234,420 109,464 SH   SOLE   109,464 0 0
COUPANG INC CL A 22266T109   134,314,500 7,550,000 SH Call SOLE   7,550,000 0 0
COUPANG INC CL A 22266T109   275,243,286 15,471,798 SH   SOLE   15,471,798 0 0
EVERGY INC COM 30034W106   13,861,772 259,681 SH   SOLE   259,681 0 0
EXPEDIA GROUP INC COM NEW 30212P303   55,100,000 400,000 SH Call SOLE   400,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   95,284,843 691,723 SH   SOLE   691,723 0 0
FISERV INC COM 337738108   51,800,699 324,119 SH   SOLE   324,119 0 0
FREEPORT-MCMORAN INC CL B 35671D857   176,230,537 3,747,991 SH   SOLE   3,747,991 0 0
ICHOR HOLDINGS SHS G4740B105   11,358,837 294,118 SH   SOLE   294,118 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   32,463,200 170,000 SH Put SOLE   170,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,093,463,427 2,462,700 SH Put SOLE   2,462,700 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   25,936,000 800,000 SH Call SOLE   800,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   441,630,000 2,100,000 SH Put SOLE   2,100,000 0 0
KKR & CO INC COM 48251W104   40,508,494 402,749 SH   SOLE   402,749 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   55,771,252 527,288 SH   SOLE   527,288 0 0
LUMENTUM HLDGS INC COM 55024U109   44,807,684 946,308 SH   SOLE   946,308 0 0
LUMENTUM HLDGS INC NOTE 0.500% 6/1 55024UAF6   16,672,390 21,500,000 PRN   SOLE   21,500,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   94,270,400 1,330,000 SH Call SOLE   1,330,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   122,271,473 1,725,049 SH   SOLE   1,725,049 0 0
MICRON TECHNOLOGY INC COM 595112103   30,869,379 261,849 SH   SOLE   261,849 0 0
MICROSOFT CORP COM 594918104   202,357,485 480,979 SH   SOLE   480,979 0 0
MKS INSTRS INC COM 55306N104   19,445,132 146,204 SH   SOLE   146,204 0 0
MONGODB INC CL A 60937P106   50,391,072 140,506 SH   SOLE   140,506 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409   10,250,942 150,263 SH   SOLE   150,263 0 0
NEXTERA ENERGY INC COM 65339F101   5,318,782 83,223 SH   SOLE   83,223 0 0
ORACLE CORP COM 68389X105   45,219,600 360,000 SH Call SOLE   360,000 0 0
ORACLE CORP COM 68389X105   106,638,870 848,968 SH   SOLE   848,968 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   26,738,388 619,805 SH   SOLE   619,805 0 0
PG&E CORP COM 69331C108   20,186,414 1,204,440 SH   SOLE   1,204,440 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   63,693,418 775,142 SH   SOLE   775,142 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   10,742,164 160,859 SH   SOLE   160,859 0 0
ROIVANT SCIENCES LTD SHS G76279101   42,649,952 4,046,485 SH   SOLE   4,046,485 0 0
SALESFORCE INC COM 79466L302   53,197,725 176,631 SH   SOLE   176,631 0 0
SCHWAB CHARLES CORP COM 808513105   36,170,000 500,000 SH Call SOLE   500,000 0 0
SCHWAB CHARLES CORP COM 808513105   66,086,641 913,556 SH   SOLE   913,556 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   418,456,000 800,000 SH Put SOLE   800,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   22,894,494 168,280 SH   SOLE   168,280 0 0
TECK RESOURCES LTD CL B 878742204   67,088,347 1,465,451 SH   SOLE   1,465,451 0 0
TERNIUM SA SPONSORED ADS 880890108   3,061,734 73,564 SH   SOLE   73,564 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   72,031,113 5,104,969 SH   SOLE   5,104,969 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   62,963,642 108,332 SH   SOLE   108,332 0 0
UBS GROUP AG SHS H42097107   7,292,375 237,382 SH   SOLE   237,382 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   10,831,565 132,626 SH   SOLE   132,626 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   71,303,616 1,723,142 SH   SOLE   1,723,142 0 0
VISTRA CORP COM 92840M102   74,721,077 1,072,808 SH   SOLE   1,072,808 0 0
WARRIOR MET COAL INC COM 93627C101   10,356,634 170,620 SH   SOLE   170,620 0 0
WORKDAY INC CL A 98138H101   61,993,893 227,292 SH   SOLE   227,292 0 0