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
PDD HOLDINGS INC SPONSORED ADS 722304102   49,406,250 425,000 SH Put OTR 1 0 425,000 0
PDD HOLDINGS INC SPONSORED ADS 722304102   116,250,000 1,000,000 SH Put OTR 1 0 1,000,000 0
UBS GROUP AG SHS H42097107   21,752,779 700,000 SH Call OTR 1 0 700,000 0
UBS GROUP AG SHS H42097107   37,290,478 1,200,000 SH Call OTR 1 0 1,200,000 0
UBS GROUP AG SHS H42097107   43,505,558 1,400,000 SH Call OTR 1 0 1,400,000 0
UBS GROUP AG SHS H42097107   68,365,876 2,200,000 SH Put OTR 1 0 2,200,000 0
VIKING THERAPEUTICS INC COM 92686J106   16,402,000 200,000 SH Call OTR 1 0 200,000 0
VIKING THERAPEUTICS INC COM 92686J106   49,033,779 597,900 SH Call OTR 1 0 597,900 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   37,756,000 400,000 SH Put OTR 1 0 400,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   37,756,000 400,000 SH Call OTR 1 0 400,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   56,634,000 600,000 SH Put OTR 1 0 600,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   56,634,000 600,000 SH Call OTR 1 0 600,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   56,634,000 600,000 SH Call OTR 1 0 600,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   117,908,000 2,800,000 SH Put OTR 1 0 2,800,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   124,592,063 1,319,971 SH   OTR 1 0 1,319,971 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   49,521,360 1,176,000 SH   OTR 1 0 1,176,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,024,776,800 4,560,000 SH Call OTR 1 0 4,560,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   111,007,500 250,000 SH Call OTR 1 0 250,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   333,022,500 750,000 SH Call OTR 1 0 750,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,687,314,000 3,800,000 SH Call OTR 1 0 3,800,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   475,112,100 1,070,000 SH Put OTR 1 0 1,070,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   444,030,000 1,000,000 SH Call OTR 1 0 1,000,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   124,328,400 280,000 SH Call OTR 1 0 280,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   621,642,000 1,400,000 SH Put OTR 1 0 1,400,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   621,642,000 1,400,000 SH Put OTR 1 0 1,400,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,021,269,000 2,300,000 SH Put OTR 1 0 2,300,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   444,030,000 1,000,000 SH Put OTR 1 0 1,000,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,243,284,000 2,800,000 SH Put OTR 1 0 2,800,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   621,642,000 1,400,000 SH Put OTR 1 0 1,400,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,003,507,800 2,260,000 SH Put OTR 1 0 2,260,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,243,284,000 2,800,000 SH Put OTR 1 0 2,800,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   260,912,028 587,600 SH   OTR 1 0 587,600 0
ISHARES TR 20 YR TR BD ETF 464287432   23,652,500 250,000 SH Put OTR 1 0 250,000 0
ISHARES TR 20 YR TR BD ETF 464287432   23,652,500 250,000 SH Call OTR 1 0 250,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   420,680,000 2,000,000 SH Call OTR 1 0 2,000,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   336,544,000 1,600,000 SH Put OTR 1 0 1,600,000 0
ISHARES TR US HOME CONS ETF 464288752   144,825,000 1,250,000 SH Put OTR 1 0 1,250,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   265,449,080 1,262,000 SH Call OTR 1 0 1,262,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   21,034,000 100,000 SH Call OTR 1 0 100,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   21,034,000 100,000 SH Put OTR 1 0 100,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   525,850,000 2,500,000 SH Call OTR 1 0 2,500,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   420,680,000 2,000,000 SH Put OTR 1 0 2,000,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   325,518,819 1,547,584 SH   OTR 1 0 1,547,584 0
ISHARES INC MSCI MEXICO ETF 464286822   9,113,210 131,390 SH   OTR 1 0 131,390 0
ISHARES INC MSCI BRAZIL ETF 464286400   19,891,720 612,996 SH   OTR 1 0 612,996 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   21,145,000 1,000,000 SH   OTR 1 0 1,000,000 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   17,391,000 550,000 SH Call OTR 1 0 550,000 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   55,079,753 1,422,147 SH   OTR 1 0 1,422,147 0
SPROTT FDS TR URANIUM MINERS E 85208P303   18,121,152 367,569 SH   OTR 1 0 367,569 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   14,559,356 572,752 SH   OTR 1 0 572,752 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100   500,825 58,990 SH   OTR 1 0 58,990 0
BANCO MACRO SA SPON ADR B 05961W105   296,162 6,147 SH   OTR 1 0 6,147 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   6,284,789 317,574 SH   OTR 1 0 317,574 0
APPLE INC COM 037833100   164,890,229 961,403 SH   OTR 1 0 961,403 0
META PLATFORMS INC CL A 30303M102   183,410,500 377,551 SH   OTR 1 0 377,551 0
NVIDIA CORPORATION COM 67066G104   134,532,046 149,028 SH   OTR 1 0 149,028 0
ADVANCED MICRO DEVICES INC COM 007903107   25,212,386 139,735 SH   OTR 1 0 139,735 0
BANK AMERICA CORP COM 060505104   114,946,555 3,031,291 SH   OTR 1 0 3,031,291 0
MARRIOTT INTL INC NEW CL A 571903202   10,692,050 42,380 SH   OTR 1 0 42,380 0
MORGAN STANLEY COM NEW 617446448   41,207,524 437,819 SH   OTR 1 0 437,819 0
SALESFORCE INC COM 79466L302   27,292,580 90,667 SH   OTR 1 0 90,667 0
ELI LILLY & CO COM 532457108   31,125,762 40,000 SH Call OTR 1 0 40,000 0
ELI LILLY & CO COM 532457108   62,699,736 80,576 SH   OTR 1 0 80,576 0
LOWES COS INC COM 548661107   14,585,970 57,292 SH   OTR 1 0 57,292 0
S&P GLOBAL INC COM 78409V104   32,965,154 77,514 SH   OTR 1 0 77,514 0
MICROSOFT CORP COM 594918104   182,432,010 433,928 SH   OTR 1 0 433,928 0
CHUBB LIMITED COM H1467J104   115,259,036 444,758 SH   OTR 1 0 444,758 0
TJX COS INC NEW COM 872540109   26,459,344 261,069 SH   OTR 1 0 261,069 0
AMAZON COM INC COM 023135106   112,917,922 626,556 SH   OTR 1 0 626,556 0
WELLS FARGO CO NEW COM 949746101   151,853,092 2,620,868 SH   OTR 1 0 2,620,868 0
INTEL CORP COM 458140100   100,432,537 2,275,318 SH   OTR 1 0 2,275,318 0
MICRON TECHNOLOGY INC COM 595112103   97,954,329 830,896 SH   OTR 1 0 830,896 0
GOLDMAN SACHS GROUP INC COM 38141G104   41,230,483 98,706 SH   OTR 1 0 98,706 0
JPMORGAN CHASE & CO COM 46625H100   43,762,651 218,431 SH   OTR 1 0 218,431 0
MASTERCARD INCORPORATED CL A 57636Q104   19,967,621 41,511 SH   OTR 1 0 41,511 0
CITIGROUP INC COM NEW 172967424   45,099,999 713,269 SH   OTR 1 0 713,269 0
CONSTELLATION BRANDS INC CL A 21036P108   53,695,256 197,627 SH   OTR 1 0 197,627 0
EXPEDIA GROUP INC COM NEW 30212P303   25,513,994 185,233 SH   OTR 1 0 185,233 0
ALPHABET INC CAP STK CL C 02079K107   223,223,373 1,467,127 SH   OTR 1 0 1,467,127 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   10,173,695 3,500 SH   OTR 1 0 3,500 0
AMERICAN AIRLS GROUP INC COM 02376R102   6,289,400 410,000 SH   OTR 1 0 410,000 0
FORTINET INC COM 34959E109   51,248,280 750,231 SH   OTR 1 0 750,231 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   35,153,633 1,229,148 SH   OTR 1 0 1,229,148 0
INTELLIA THERAPEUTICS INC COM 45826J105   40,205,916 1,463,630 SH   OTR 1 0 1,463,630 0
LATTICE SEMICONDUCTOR CORP COM 518415104   94,895,575 1,212,878 SH   OTR 1 0 1,212,878 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   10,063,951 37,762 SH   OTR 1 0 37,762 0
URANIUM ENERGY CORP COM 916896103   10,396,211 1,537,901 SH   OTR 1 0 1,537,901 0
WORKDAY INC CL A 98138H101   90,838,581 332,986 SH   OTR 1 0 332,986 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   3,113,550 495,000 SH   OTR 1 0 495,000 0
SNOWFLAKE INC CL A 833445109   58,202,617 360,187 SH   OTR 1 0 360,187 0
MONOLITHIC PWR SYS INC COM 609839105   32,022,801 47,329 SH   OTR 1 0 47,329 0
SNAP INC CL A 83304A106   4,796,585 417,821 SH   OTR 1 0 417,821 0
MARVELL TECHNOLOGY INC COM 573874104   24,815,000 350,000 SH Put OTR 1 0 350,000 0
MARVELL TECHNOLOGY INC COM 573874104   24,815,000 350,000 SH Call OTR 1 0 350,000 0
MARVELL TECHNOLOGY INC COM 573874104   135,764,212 1,914,869 SH   OTR 1 0 1,914,869 0
DATADOG INC CL A COM 23804L103   37,509,441 303,499 SH   OTR 1 0 303,499 0
MONGODB INC CL A 60937P106   16,236,785 45,277 SH   OTR 1 0 45,277 0
CARIBOU BIOSCIENCES INC COM 142038108   4,304,026 840,630 SH   OTR 1 0 840,630 0
PALO ALTO NETWORKS INC COM 697435105   31,873,671 112,251 SH   OTR 1 0 112,251 0
CROWDSTRIKE HLDGS INC CL A 22788C105   21,631,405 67,499 SH   OTR 1 0 67,499 0
ZSCALER INC COM 98980G102   17,879,689 92,814 SH   OTR 1 0 92,814 0
ON SEMICONDUCTOR CORP COM 682189105   327,431 4,450 SH   OTR 1 0 4,450 0
BAUSCH HEALTH COS INC COM 071734107   7,285,571 687,318 SH   OTR 1 0 687,318 0
BELLRING BRANDS INC COMMON STOCK 07831C103   10,089,646 170,953 SH   OTR 1 0 170,953 0
CIENA CORP COM NEW 171779309   75,378,217 1,524,332 SH   OTR 1 0 1,524,332 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   5,601,614 323,980 SH   OTR 1 0 323,980 0
DRAFTKINGS INC NEW COM CL A 26142V105   15,708,520 345,622 SH   OTR 1 0 345,622 0
CAMECO CORP COM 13321L108   5,960,096 137,583 SH   OTR 1 0 137,583 0
ATLASSIAN CORPORATION CL A 049468101   35,682,692 182,885 SH   OTR 1 0 182,885 0
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   1,785,600 60,000 SH   OTR 1 0 60,000 0
BBB FOODS INC CL A COM G0896C103   3,332,000 140,000 SH   OTR 1 0 140,000 0
ASTERA LABS INC COM 04626A103   1,484,000 20,000 SH   OTR 1 0 20,000 0
REDDIT INC CL A 75734B100   369,975 7,500 SH   OTR 1 0 7,500 0
DISH NETWORK CORPORATION NOTE 3.375% 25470M109   66,886,575 106,267,000 PRN   OTR 1 0 106,267,000 0