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
KODIAK GAS SVCS INC COM 50012A108   2,802,625 175,000 SH   OTR 1 0 175,000 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118   2,748,000 200,000 SH   OTR 1 0 200,000 0
SAVERS VALUE VLG INC COM 80517M109   1,725,000 75,000 SH   OTR 1 0 75,000 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   557,750 25,000 SH   OTR 1 0 25,000 0
ACELYRIN INC COM 00445A100   1,246,600 57,500 SH   OTR 1 0 57,500 0
KENVUE INC COM 49177J102   15,804,000 600,000 SH   OTR 1 0 600,000 0
NEXTRACKER INC CLASS A COM 65290E101   1,943,750 50,000 SH   OTR 1 0 50,000 0
ATLASSIAN CORPORATION CL A 049468101   5,202,730 31,242 SH   OTR 1 0 31,242 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   7,646,000 200,000 SH   OTR 1 0 200,000 0
VIVID SEATS INC COM CL A 92854T100   3,162,000 400,000 SH   OTR 1 0 400,000 0
HUMACYTE INC COM 44486Q103   264,764 89,903 SH   OTR 1 0 89,903 0
MKS INSTRS INC COM 55306N104   6,425,100 60,000 SH   OTR 1 0 60,000 0
CIENA CORP COM NEW 171779309   53,846,217 1,265,481 SH   OTR 1 0 1,265,481 0
EQRX INC COM 26886C107   27,616,619 15,342,566 SH   OTR 1 0 15,342,566 0
HASHICORP INC COM CL A 418100103   14,554,027 549,831 SH   OTR 1 0 549,831 0
LUCID GROUP INC COM 549498103   10,455,000 1,500,000 SH   OTR 1 0 1,500,000 0
BAUSCH HEALTH COS INC COM 071734107   14,078,115 1,756,471 SH   OTR 1 0 1,756,471 0
ON HLDG AG NAMEN AKT A H5919C104   9,106,833 279,608 SH   OTR 1 0 279,608 0
BURLINGTON STORES INC COM 122017106   9,999,823 64,227 SH   OTR 1 0 64,227 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   22,709,179 183,109 SH   OTR 1 0 183,109 0
ZSCALER INC COM 98980G102   5,518,119 37,012 SH   OTR 1 0 37,012 0
CARIBOU BIOSCIENCES INC COM 142038108   11,202,789 2,748,139 SH   OTR 1 0 2,748,139 0
MONGODB INC CL A 60937P106   7,899,282 19,085 SH   OTR 1 0 19,085 0
MP MATERIALS CORP COM CL A 553368101   4,632,412 202,909 SH   OTR 1 0 202,909 0
DATADOG INC CL A COM 23804L103   5,937,719 59,526 SH   OTR 1 0 59,526 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   40,965,902 1,331,813 SH   OTR 1 0 1,331,813 0
MARVELL TECHNOLOGY INC COM 573874104   31,357,620 526,886 SH   OTR 1 0 526,886 0
SUN CTRY AIRLS HLDGS INC COM 866683105   3,331,500 150,000 SH   OTR 1 0 150,000 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,898,198 87,500 SH   OTR 1 0 87,500 0
PINTEREST INC CL A 72352L106   5,038,177 181,818 SH   OTR 1 0 181,818 0
OKTA INC CL A 679295105   14,145,180 200,769 SH   OTR 1 0 200,769 0
MONOLITHIC PWR SYS INC COM 609839105   46,681,665 86,092 SH   OTR 1 0 86,092 0
TERADYNE INC COM 880770102   39,295,942 352,272 SH   OTR 1 0 352,272 0
SNOWFLAKE INC CL A 833445109   28,400,823 157,354 SH   OTR 1 0 157,354 0
VERASTEM INC COM NEW 92337C203   225,000 30,000 SH   OTR 1 0 30,000 0
VAXART INC COM NEW 92243A200   365,250 500,000 SH   OTR 1 0 500,000 0
ELANCO ANIMAL HEALTH INC COM 28414H103   61,775,224 6,165,192 SH   OTR 1 0 6,165,192 0
SPLUNK INC COM 848637104   78,151,019 729,463 SH   OTR 1 0 729,463 0
EQT CORP COM 26884L109   68,750,518 1,677,251 SH   OTR 1 0 1,677,251 0
EQT CORP COM 26884L109   68,658,250 1,675,000 SH Put OTR 1 0 1,675,000 0
SOUTHWESTERN ENERGY CO COM 845467109   54,771,748 9,105,860 SH   OTR 1 0 9,105,860 0
SANGAMO THERAPEUTICS INC COM 800677106   8,060,563 6,474,348 SH   OTR 1 0 6,474,348 0
RH COM 74967X103   4,997,248 15,370 SH   OTR 1 0 15,370 0
LUMENTUM HLDGS INC COM 55024U109   13,075,318 226,197 SH   OTR 1 0 226,197 0
INTELLIA THERAPEUTICS INC COM 45826J105   56,474,882 1,389,296 SH   OTR 1 0 1,389,296 0
CABALETTA BIO INC COM 12674W109   2,253,965 173,850 SH   OTR 1 0 173,850 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   58,875,105 1,675,921 SH   OTR 1 0 1,675,921 0
AMBARELLA INC SHS G037AX101   24,426,252 293,885 SH   OTR 1 0 293,885 0
WESTERN DIGITAL CORP. COM 958102105   9,836,933 260,892 SH   OTR 1 0 260,892 0
SERVICENOW INC COM 81762P102   40,604,894 72,148 SH   OTR 1 0 72,148 0
FORTINET INC COM 34959E109   7,352,412 96,755 SH   OTR 1 0 96,755 0
DOLLAR TREE INC COM 256746108   29,757,802 206,982 SH   OTR 1 0 206,982 0
ALPHABET INC CAP STK CL C 02079K107   145,424,259 1,197,006 SH   OTR 1 0 1,197,006 0
PAYPAL HLDGS INC COM 70450Y103   15,130,680 229,218 SH   OTR 1 0 229,218 0
CONSTELLATION BRANDS INC CL A 21036P108   26,479,690 107,902 SH   OTR 1 0 107,902 0
MICRON TECHNOLOGY INC COM 595112103   67,805,566 1,069,453 SH   OTR 1 0 1,069,453 0
INTEL CORP COM 458140100   12,166,506 365,965 SH   OTR 1 0 365,965 0
AMAZON COM INC COM 023135106   165,778,713 1,270,043 SH   OTR 1 0 1,270,043 0
NORFOLK SOUTHN CORP COM 655844108   66,732,401 295,721 SH   OTR 1 0 295,721 0
MICROSOFT CORP COM 594918104   194,371,200 569,319 SH   OTR 1 0 569,319 0
SALESFORCE INC COM 79466L302   38,602,516 181,258 SH   OTR 1 0 181,258 0
ADVANCED MICRO DEVICES INC COM 007903107   65,333,874 572,873 SH   OTR 1 0 572,873 0
ANALOG DEVICES INC COM 032654105   4,244,520 21,848 SH   OTR 1 0 21,848 0
SANOFI SPONSORED ADR 80105N105   14,606,724 271,753 SH   OTR 1 0 271,753 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   103,045,670 1,019,245 SH   OTR 1 0 1,019,245 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   10,264,223 1,355,013 SH   OTR 1 0 1,355,013 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   6,354,338 425,894 SH   OTR 1 0 425,894 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   25,443,267 170,497 SH   OTR 1 0 170,497 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,041,760 16,000 SH   OTR 1 0 16,000 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   3,593,394 55,300 SH   OTR 1 0 55,300 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   5,214,300 30,000 SH   OTR 1 0 30,000 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   3,229,890 30,200 SH   OTR 1 0 30,200 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,806,737 53,700 SH   OTR 1 0 53,700 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   109,284,725 1,345,871 SH   OTR 1 0 1,345,871 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   5,671,320 33,400 SH   OTR 1 0 33,400 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   7,814,644 94,700 SH   OTR 1 0 94,700 0
SPDR SER TR S&P REGL BKG 78464A698   65,850,982 1,607,690 SH   OTR 1 0 1,607,690 0
SPDR SER TR S&P REGL BKG 78464A698   49,152,000 1,200,000 SH Call OTR 1 0 1,200,000 0
SPDR SER TR S&P REGL BKG 78464A698   49,152,000 1,200,000 SH Put OTR 1 0 1,200,000 0
SPDR SER TR S&P REGL BKG 78464A698   49,152,000 1,200,000 SH Call OTR 1 0 1,200,000 0
SPDR SER TR S&P REGL BKG 78464A698   49,152,000 1,200,000 SH Put OTR 1 0 1,200,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,834,535,480 7,672,000 SH   OTR 1 0 7,672,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   701,983,500 1,900,000 SH Put OTR 1 0 1,900,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   701,983,500 1,900,000 SH Call OTR 1 0 1,900,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   517,251,000 1,400,000 SH Put OTR 1 0 1,400,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   517,251,000 1,400,000 SH Put OTR 1 0 1,400,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   517,251,000 1,400,000 SH Put OTR 1 0 1,400,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   517,251,000 1,400,000 SH Put OTR 1 0 1,400,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   105,988,425 286,870 SH Put OTR 1 0 286,870 0
KB HOME COM 48666K109   97,945,000 1,900,000 SH Put OTR 1 0 1,900,000 0
UBS GROUP AG SHS H42097107   44,426,147 2,200,000 SH Put OTR 1 0 2,200,000 0
UBS GROUP AG SHS H42097107   105,007,257 5,200,000 SH Call OTR 1 0 5,200,000 0
AMERICAN AIRLS GROUP INC COM 02376R102   17,725,000 1,000,000 SH Call OTR 1 0 1,000,000 0
CARNIVAL CORP COMMON STOCK 143658300   73,340,000 4,000,000 SH Put OTR 1 0 4,000,000 0
ISHARES INC MSCI BRAZIL ETF 464286400   48,615,000 1,500,000 SH Call OTR 1 0 1,500,000 0
ISHARES INC MSCI BRAZIL ETF 464286400   38,892,000 1,200,000 SH Call OTR 1 0 1,200,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   187,410,000 1,000,000 SH Call OTR 1 0 1,000,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   187,410,000 1,000,000 SH Call OTR 1 0 1,000,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   187,410,000 1,000,000 SH Call OTR 1 0 1,000,000 0
SPDR GOLD TR GOLD SHS 78463V107   48,111,130 270,500 SH Call OTR 1 0 270,500 0
SPDR GOLD TR GOLD SHS 78463V107   355,720,000 2,000,000 SH Call OTR 1 0 2,000,000 0
SPDR GOLD TR GOLD SHS 78463V107   47,992,497 269,833 SH Call OTR 1 0 269,833 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W902   62,512,500 750,000 SH Call OTR 1 0 750,000 0