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
HUYA INC ADS REP SHS A 44852D108 249 12,500 SH   SOLE 0 12,500 0 0
ALPHABET INC CAP STK CL C 02079K107 955 545 SH   SOLE 0 545 0 0
FACEBOOK INC CL A 30303M102 2,910 10,652 SH   SOLE 0 10,652 0 0
VASTA PLATFORM LTD CL A G9440A109 3,595 247,900 SH   SOLE 0 247,900 0 0
XP INC CL A G98239109 2,777 70,000 SH   SOLE 0 70,000 0 0
ZYNGA INC CL A 98986T108 1,954 198,000 SH   SOLE 0 198,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 418 4,500 SH   SOLE 0 4,500 0 0
AGNICO EAGLE MINES LTD COM 008474108 479 6,800 SH   SOLE 0 6,800 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 106 2,466 SH   SOLE 0 2,466 0 0
BARRICK GOLD CORP COM 067901108 456 20,000 SH   SOLE 0 20,000 0 0
BRAEMAR HOTELS & RESORTS INC C COM 10482B101 4,610 1,000,000 SH   SOLE 0 1,000,000 0 0
BROADCOM INC COM 11135F101 219 500 SH   SOLE 0 500 0 0
CITRIX SYS INC COM 177376100 156 1,200 SH   SOLE 0 1,200 0 0
FRANCO NEV CORP COM 351858105 376 3,000 SH   SOLE 0 3,000 0 0
HCA HEALTHCARE INC COM 40412C101 247 1,500 SH   SOLE 0 1,500 0 0
INTEL CORP COM 458140100 797 16,000 SH   SOLE 0 16,000 0 0
JPMORGAN CHASE & CO COM 46625H100 32 250 SH   SOLE 0 250 0 0
LAM RESEARCH CORP COM 512807108 24 50 SH   SOLE 0 50 0 0
LOCKHEED MARTIN CORP COM 539830109 3,923 11,050 SH   SOLE 0 11,050 0 0
NEWMONT CORP COM 651639106 3,205 53,600 SH   SOLE 0 53,600 0 0
PAN AMERN SILVER CORP COM 697900108 5,349 155,000 SH   SOLE 0 155,000 0 0
PARAMOUNT GROUP INC COM 69924R108 69,608 7,700,000 SH   SOLE 0 7,700,000 0 0
PFIZER INC COM 717081103 331 9,000 SH   SOLE 0 9,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 179 2,500 SH   SOLE 0 2,500 0 0
VIATRIS INC COM 92556V106 23 1,240 SH   SOLE 0 1,240 0 0
BRIDGETOWN HOLDINGS LTD COM CL A G1355U113 274 17,715 SH   SOLE 0 17,715 0 0
OPEN LENDING CORP COM CL A 68373J104 454 13,000 SH   SOLE 0 13,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,321 33,783 SH   SOLE 0 33,783 0 0
ORGENESIS INC COM NEW 68619K204 244 54,167 SH   SOLE 0 54,167 0 0
TELEFONICA BRASIL SA NEW ADR 87936R205 1,328 150,000 SH   SOLE 0 150,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 593 9,299 SH   SOLE 0 9,299 0 0
DESPEGAR COM CORP ORD SHS G27358103 5,083 396,769 SH   SOLE 0 396,769 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 2,211 51,250 SH   SOLE 0 51,250 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 1,987 200,062 SH   SOLE 0 200,062 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,905 161,250 SH   SOLE 0 161,250 0 0
TRITERRAS INC SHS CL A G9103H102 77 7,000 SH   SOLE 0 7,000 0 0
YANDEX N V SHS CLASS A N97284108 3,479 50,000 SH   SOLE 0 50,000 0 0
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601 8,230 2,857,766 SH   SOLE 0 2,857,766 0 0
JD.COM INC SPON ADR CL A 47215P106 3,077 35,000 SH   SOLE 0 35,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 3,780 260,000 SH   SOLE 0 260,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 1,718 35,000 SH   SOLE 0 35,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 19 1,000 SH   SOLE 0 1,000 0 0
SEA LTD SPONSORD ADS 81141R100 2,130 10,700 SH   SOLE 0 10,700 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 3,994 853,500 SH   SOLE 0 853,500 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 4,576 288,000 SH   SOLE 0 288,000 0 0
SONY CORP SPONSORED ADR 835699307 5,085 50,300 SH   SOLE 0 50,300 0 0
TIM S A SPONSORED ADR 88706T108 5,707 410,000 SH   SOLE 0 410,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,237 9,610 SH   SOLE 0 9,610 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 4,678 686,937 SH   SOLE 0 686,937 0 0
VALE S A SPONSORED ADS 91912E105 3,017 180,000 SH   SOLE 0 180,000 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206 497 2,750 SH   SOLE 0 2,750 0 0
AMAZON COM INC CALL 023135906 54 1,500 SH Call SOLE 0 0 0 0
ITAU UNIBANCO HLDG S A CALL 465562906 204 800,000 SH Call SOLE 0 0 0 0
PETROLEO BRASILEIRO SA PETRO CALL 71654V908 250 500,000 SH Call SOLE 0 0 0 0
SPDR S&P 500 ETF TR CALL 78462F903 454 150,000 SH Call SOLE 0 0 0 0
SNOWFLAKE INC PUT 833445959 6 600 SH Put SOLE 0 600 0 0
TESLA INC PUT 88160R951 5 800 SH Put SOLE 0 800 0 0
ZOOM VIDEO COMMUNICATIONS IN PUT 98980L951 78 9,300 SH Put SOLE 0 9,300 0 0