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
ADVANCED MICRO DEVICES INC COM 007903107 30,744 281,180 SH   SOLE   281,180 0 0
ALBEMARLE CORP COM 012653101 5,684 25,700 SH   SOLE   25,700 0 0
ALPHABET INC CAP STK CL A 02079K305 3,059 1,100 SH   SOLE   1,100 0 0
AMAZON COM INC COM 023135106 25,033 7,679 SH   SOLE   7,679 0 0
BK OF AMERICA CORP COM 060505104 7,955 193,000 SH   SOLE   193,000 0 0
BLOCK INC CL A 852234103 1,627 12,000 SH   SOLE   12,000 0 0
BROADCOM INC COM 11135F101 441 700 SH   SOLE   700 0 0
COUPA SOFTWARE INC COM 22266L106 508 5,000 SH   SOLE   5,000 0 0
CS DISCO INC COM 126327105 408 12,000 SH   SOLE   12,000 0 0
DATADOG INC CL A COM 23804L103 2,272 15,000 SH   SOLE   15,000 0 0
DOCUSIGN INC COM 256163106 214 2,000 SH   SOLE   2,000 0 0
DOORDASH INC CL A 25809K105 5,299 45,214 SH   SOLE   45,214 0 0
ELASTIC N V ORD SHS N14506104 712 8,000 SH   SOLE   8,000 0 0
FERROGLOBE PLC SHS G33856108 8,853 1,149,800 SH   SOLE   1,149,800 0 0
HH&L ACQUISITION CO SHS CL A G39714103 14,685 1,500,000 SH   SOLE   1,500,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 7,952 206,600 SH   SOLE   206,600 0 0
LIVENT CORP COM 53814L108 6,533 250,600 SH   SOLE   250,600 0 0
MARVELL TECHNOLOGY INC COM 573874104 24,782 345,582 SH   SOLE   345,582 0 0
MICROSOFT CORP COM 594918104 16,304 52,881 SH   SOLE   52,881 0 0
MONGODB INC CL A 60937P106 887 2,000 SH   SOLE   2,000 0 0
NVIDIA CORPORATION COM 67066G104 6,276 23,000 SH   SOLE   23,000 0 0
PALO ALTO NETWORKS INC COM 697435105 6,051 9,720 SH   SOLE   9,720 0 0
PFIZER INC COM 717081103 572 11,042 SH   SOLE   11,042 0 0
PROSHARES TR II ULTRA VIX SHORT 74347Y839 6,376 473,704 SH   SOLE   473,704 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347Y854 4,282 258,402 SH   SOLE   258,402 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 62,724 820,563 SH   SOLE   820,563 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 50,797 1,325,600 SH   SOLE   1,325,600 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 81,723 1,076,856 SH   SOLE   1,076,856 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 176,771 1,290,392 SH   SOLE   1,290,392 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 75,244 730,667 SH   SOLE   730,667 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 116,158 1,560,000 SH   SOLE   1,560,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 7,730 90,300 SH   SOLE   90,300 0 0
SPLUNK INC COM 848637104 446 3,000 SH   SOLE   3,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,605 72,943 SH   SOLE   72,943 0 0
TARGET CORP COM 87612E106 4,775 22,500 SH   SOLE   22,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,319 65,000 SH   SOLE   65,000 0 0
UPSTART HLDGS INC COM 91680M107 764 7,000 SH   SOLE   7,000 0 0
WELLS FARGO CO NEW COM 949746101 8,219 169,600 SH   SOLE   169,600 0 0
WORKDAY INC CL A 98138H101 4,646 19,400 SH   SOLE   19,400 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 1,195 20,000 SH   SOLE   20,000 0 0