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 130,338 614,514 SH   SOLE   614,514 0 0
ALPHABET INC CAP STK CL C 02079K107 56,278 42,092 SH   SOLE   42,092 0 0
BANK AMER CORP COM 060505104 73,711 2,092,887 SH   SOLE   2,092,887 0 0
BOEING CO COM 097023105 45,613 140,021 SH   SOLE   140,021 0 0
CITIGROUP INC COM NEW 172967424 90,737 1,135,768 SH   SOLE   1,135,768 0 0
CLARIVATE ANALYTICS PLC COM G21810109 4,351 258,985 SH   SOLE   258,985 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,987 100,000 SH   SOLE   100,000 0 0
DEERE & CO COM 244199105 32,372 186,841 SH   SOLE   186,841 0 0
ELASTIC N V ORD SHS N14506104 11,348 176,492 SH   SOLE   176,492 0 0
EVO PMTS INC CL A COM 26927E104 3,832 145,100 SH   SOLE   145,100 0 0
EXXON MOBIL CORP COM 30231G102 69,780 1,000,000 SH Put SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 43,697 3,330,530 SH   SOLE   3,330,530 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 17,247 155,504 SH   SOLE   155,504 0 0
HOME DEPOT INC COM 437076102 50,053 229,203 SH   SOLE   229,203 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,763,930 13,000,000 SH Call SOLE   0 0 0
INVITATION HOMES INC COM 46187W107 14,985 500,000 SH   SOLE   500,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 99,097 2,208,537 SH   SOLE   2,208,537 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 224,350 5,000,000 SH Call SOLE   0 0 0
ISHARES TR MSCI BRAZIL ETF 464286400 51,945 1,094,735 SH   SOLE   1,094,735 0 0
LAS VEGAS SANDS CORP COM 517834107 29,754 430,965 SH   SOLE   430,965 0 0
LOUISIANA PAC CORP COM 546347105 26,809 903,575 SH   SOLE   903,575 0 0
MASTEC INC COM 576323109 6,416 100,000 SH   SOLE   100,000 0 0
MASTERCARD INC CL A 57636Q104 37,969 127,161 SH   SOLE   127,161 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 7,743 250,000 SH   SOLE   250,000 0 0
MICROSOFT CORP COM 594918104 53,441 338,876 SH   SOLE   338,876 0 0
NXP SEMICONDUCTORS N V COM N6596X109 89,498 703,267 SH   SOLE   703,267 0 0
OWENS CORNING NEW COM 690742101 57,648 885,257 SH   SOLE   885,257 0 0
PG&E CORP COM 69331C108 516 47,468 SH   SOLE   47,468 0 0
PAYPAL HLDGS INC COM 70450Y103 68,133 629,873 SH   SOLE   629,873 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 48,101 3,017,651 SH   SOLE   3,017,651 0 0
POLARITYTE INC COM 731094108 3,148 1,210,655 SH   SOLE   1,210,655 0 0
SERVICENOW INC COM 81762P102 57,488 203,628 SH   SOLE   203,628 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 214,350 1,500,000 SH Call SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,862,320 12,000,000 SH Call SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,287,440 4,000,000 SH Put SOLE   4,000,000 0 0
STONECO LTD COM CL A G85158106 41,443 1,038,944 SH   SOLE   1,038,944 0 0
UNITED TECHNOLOGIES CORP COM 913017109 90,591 604,909 SH   SOLE   604,909 0 0
VISA INC COM CL A 92826C839 34,007 180,987 SH   SOLE   180,987 0 0
VORNADO RLTY TR SH BEN INT 929042109 20,024 301,110 SH   SOLE   301,110 0 0
WORKDAY INC CL A 98138H101 14,162 86,117 SH   SOLE   86,117 0 0
ZENDESK INC COM 98936J101 15,568 203,158 SH   SOLE   203,158 0 0