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
AEHR TEST SYS COM 00760J108   5,468,884 132,579 SH   SOLE   132,579 0 0
ALAUNOS THERAPEUTICS INC COM 98973P101   7,977,942 15,643,023 SH   SOLE   15,643,023 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,686,070 164,200 SH   SOLE   164,200 0 0
AMAZON COM INC COM 023135106   37,102,020 284,612 SH   SOLE   284,612 0 0
AMAZON COM INC COM 023135106   13,036,000 100,000 SH Call SOLE   100,000 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   5,111,368 236,200 SH   SOLE   236,200 0 0
ARISTA NETWORKS INC COM 040413106   31,899,728 196,839 SH   SOLE   196,839 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   5,837,580 258,300 SH   SOLE   258,300 0 0
C3 AI INC CL A 12468P104   6,193,100 170,000 SH Put SOLE   170,000 0 0
CALIX INC COM 13100M509   4,946,979 99,118 SH   SOLE   99,118 0 0
CENTENE CORP DEL COM 15135B101   15,567,460 230,800 SH   SOLE   230,800 0 0
COMPASS INC CL A 20464U100   13,994,047 3,998,299 SH   SOLE   3,998,299 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   799,712 57,327 SH   SOLE   57,327 0 0
CREDICORP LTD COM G2519Y108   5,610,320 38,000 SH   SOLE   38,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   18,505,248 1,067,200 SH   SOLE   1,067,200 0 0
CROCS INC COM 227046109   5,824,392 51,800 SH   SOLE   51,800 0 0
DELL TECHNOLOGIES INC CL C 24703L202   10,219,647 188,868 SH   SOLE   188,868 0 0
EA SERIES TRUST FREEDOM 100 EM 02072L607   1,908,359 60,863 SH   SOLE   60,863 0 0
FORMFACTOR INC COM 346375108   2,238,262 65,408 SH   SOLE   65,408 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   850,678 49,458 SH   SOLE   49,458 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   60,209,045 11,736,656 SH   SOLE   11,736,656 0 0
HARMONIC INC COM 413160102   6,690,030 413,731 SH   SOLE   413,731 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   98,486,431 5,355,434 SH   SOLE   5,355,434 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148   17,024,605 1,687,275 SH Call SOLE   1,687,275 0 0
HUMANA INC COM 444859102   9,613,295 21,500 SH   SOLE   21,500 0 0
INTEL CORP COM 458140100   19,949,134 596,565 SH   SOLE   596,565 0 0
INTERCORP FINL SVCS INC SHS P5626F128   5,511,226 221,869 SH   SOLE   221,869 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   6,120,276 40,900 SH   SOLE   40,900 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   18,511,044 570,800 SH   SOLE   570,800 0 0
ISHARES INC MSCI MEXICO ETF 464286822   1,442,265 23,195 SH   SOLE   23,195 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   18,727,000 100,000 SH Put SOLE   100,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598   3,045,453 69,690 SH   SOLE   69,690 0 0
KENVUE INC COM 49177J102   24,644,576 932,800 SH   SOLE   932,800 0 0
META PLATFORMS INC CL A 30303M102   12,404,711 43,225 SH   SOLE   43,225 0 0
MICROSOFT CORP COM 594918104   6,368,098 18,700 SH   SOLE   18,700 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   13,542,474 352,485 SH   SOLE   352,485 0 0
NETFLIX INC COM 64110L106   3,010,749 6,835 SH   SOLE   6,835 0 0
NETFLIX INC COM 64110L106   11,012,250 25,000 SH Call SOLE   25,000 0 0
NIO INC SPON ADS 62914V106   21,676,598 2,237,007 SH   SOLE   2,237,007 0 0
NUTANIX INC CL A 67059N108   8,660,690 308,759 SH   SOLE   308,759 0 0
NVIDIA CORPORATION COM 67066G104   33,036,170 78,096 SH   SOLE   78,096 0 0
NVIDIA CORPORATION COM 67066G104   16,920,800 40,000 SH Call SOLE   40,000 0 0
OCCIDENTAL PETE CORP COM 674599105   16,084,211 273,541 SH   SOLE   273,541 0 0
OVERSTOCK COM INC DEL COM 690370101   17,878,552 548,927 SH   SOLE   548,927 0 0
OVERSTOCK COM INC DEL COM 690370101   4,885,500 150,000 SH Call SOLE   150,000 0 0
PG&E CORP COM 69331C108   8,640,000 500,000 SH   SOLE   500,000 0 0
RAMBUS INC DEL COM 750917106   4,137,297 64,474 SH   SOLE   64,474 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   3,730,400 20,000 SH   SOLE   20,000 0 0
STONECO LTD COM CL A G85158106   21,882,224 1,717,600 SH   SOLE   1,717,600 0 0
T-MOBILE US INC COM 872590104   20,272,455 145,950 SH   SOLE   145,950 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,612,008 85,335 SH   SOLE   85,335 0 0
TARGET HOSPITALITY CORP COM 87615L107   9,377,601 698,778 SH   SOLE   698,778 0 0
UBS GROUP AG SHS H42097107   56,908,540 2,814,800 SH   SOLE   2,814,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102   10,814,400 22,500 SH   SOLE   22,500 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   3,896,328 292,957 SH   SOLE   292,957 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   25,711,260 1,038,000 SH   SOLE   1,038,000 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   83,875,732 3,477,435 SH   SOLE   3,477,435 0 0
VITAL ENERGY INC COM 516806205   4,467,141 98,940 SH   SOLE   98,940 0 0
XEROX HOLDINGS CORP COM NEW 98421M106   5,956,000 400,000 SH Put SOLE   400,000 0 0
XPENG INC ADS 98422D105   14,974,036 1,115,800 SH   SOLE   1,115,800 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   5,359,566 359,944 SH   SOLE   359,944 0 0