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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 118,899 710,992 SH   SOLE   710,992 0 0
ALPHABET INC CAP STK CL C 02079K107 111,290 91,296 SH   SOLE   91,296 0 0
AMAZON COM INC COM 023135106 64,992 37,440 SH   SOLE   37,440 0 0
BANK AMER CORP COM 060505104 19,427 666,001 SH   SOLE   666,001 0 0
BOEING CO COM 097023105 88,619 232,920 SH   SOLE   232,920 0 0
CBRE GROUP INC CL A 12504L109 9,807 185,000 SH   SOLE   185,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 32,993 523,195 SH   SOLE   523,195 0 0
D R HORTON INC COM 23331A109 22,010 417,577 SH   SOLE   417,577 0 0
DEERE & CO COM 244199105 62,251 369,050 SH   SOLE   369,050 0 0
EXELON CORP COM 30161N101 37,298 772,064 SH   SOLE   772,064 0 0
EXXON MOBIL CORP COM 30231G102 70,610 1,000,000 SH Put SOLE   1,000,000 0 0
FUNKO INC COM CL A 361008105 3,487 169,500 SH   SOLE   169,500 0 0
GENERAL MTRS CO COM 37045V100 35,178 938,572 SH   SOLE   938,572 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 28,224 494,720 SH   SOLE   494,720 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 283,215 1,500,000 SH Put SOLE   1,500,000 0 0
LAS VEGAS SANDS CORP COM 517834107 9,826 170,125 SH   SOLE   170,125 0 0
MASTERCARD INC CL A 57636Q104 53,552 197,193 SH   SOLE   197,193 0 0
MERCADOLIBRE INC COM 58733R102 35,730 64,818 SH   SOLE   64,818 0 0
MICROSOFT CORP COM 594918104 99,213 713,609 SH   SOLE   713,609 0 0
NCR CORP NEW COM 62886E108 5,933 187,976 SH   SOLE   187,976 0 0
NORFOLK SOUTHERN CORP COM 655844108 61,463 342,108 SH   SOLE   342,108 0 0
OWENS CORNING NEW COM 690742101 31,078 491,735 SH   SOLE   491,735 0 0
PG&E CORP COM 69331C108 8,734 873,362 SH   SOLE   873,362 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 28,783 621,525 SH   SOLE   621,525 0 0
PAYPAL HLDGS INC COM 70450Y103 74,181 716,102 SH   SOLE   716,102 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 51,083 3,530,251 SH   SOLE   3,530,251 0 0
PING IDENTITY HLDG CORP COM 72341T103 7,357 426,483 SH   SOLE   426,483 0 0
POLARITYTE INC COM 731094108 3,910 1,210,655 SH   SOLE   1,210,655 0 0
PTC THERAPEUTICS INC COM 69366J200 1,015 30,000 SH   SOLE   30,000 0 0
SEA LTD SPONSORED ADS 81141R100 33,889 1,094,953 SH   SOLE   1,094,953 0 0
SERVICENOW INC COM 81762P102 55,539 218,787 SH   SOLE   218,787 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,335,465 4,500,000 SH Put SOLE   4,500,000 0 0
STONECO LTD COM CL A G85158106 57,527 1,654,035 SH   SOLE   1,654,035 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 10,320 1,500,000 SH Put SOLE   1,500,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 87,776 642,954 SH   SOLE   642,954 0 0
VISA INC COM CL A 92826C839 42,767 248,630 SH   SOLE   248,630 0 0
ZSCALER INC COM 98980G102 14,590 308,710 SH   SOLE   308,710 0 0