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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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 12,574 115,568 SH   SOLE   115,568 0 0
AMAZON COM INC COM 023135106 259,424 79,579 SH   SOLE   79,579 0 0
ANGEL POND HOLDINGS CORP UNIT 99/99/9999 G0447J110 24,667 2,476,610 SH   SOLE   2,476,610 0 0
ANTHEM INC COM 036752103 279,589 569,172 SH   SOLE   569,172 0 0
AVANTOR INC COM 05352A100 151,845 4,489,798 SH   SOLE   4,489,798 0 0
BAKER HUGHES COMPANY CL A 05722G100 61,981 1,702,318 SH   SOLE   1,702,318 0 0
BATH & BODY WORKS INC COM 070830104 323,152 6,760,507 SH   SOLE   6,760,507 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH   SOLE   1 0 0
BOSTON SCIENTIFIC CORP COM 101137107 75,754 1,710,408 SH   SOLE   1,710,408 0 0
CF INDS HLDGS INC COM 125269100 82,182 797,420 SH   SOLE   797,420 0 0
CHENIERE ENERGY INC COM NEW 16411R208 325,176 2,345,303 SH   SOLE   2,345,303 0 0
CITIGROUP INC COM NEW 172967424 17,088 320,000 SH Put SOLE   320,000 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124 9,900 1,000,000 SH   SOLE   1,000,000 0 0
CSX CORP COM 126408103 67,647 1,806,329 SH   SOLE   1,806,329 0 0
DECKERS OUTDOOR CORP COM 243537107 228,157 833,391 SH   SOLE   833,391 0 0
DEXCOM INC COM 252131107 101,998 199,370 SH   SOLE   199,370 0 0
DUTCH BROS INC CL A 26701L100 12,187 220,500 SH   SOLE   220,500 0 0
EMPOWERMENT & INCLUSION CAPI UNIT 99/99/9999 29248N209 7,920 800,000 SH   SOLE   800,000 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 4,352 200,000 SH Call SOLE   200,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 407,293 4,055,900 SH   SOLE   4,055,900 0 0
FISERV INC COM 337738108 86,649 854,528 SH   SOLE   854,528 0 0
GLOBAL PMTS INC COM 37940X102 244,656 1,787,900 SH   SOLE   1,787,900 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 37,156 595,260 SH   SOLE   595,260 0 0
GUARDANT HEALTH INC COM 40131M109 67,202 1,014,530 SH   SOLE   1,014,530 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 184,866 3,014,279 SH   SOLE   3,014,279 0 0
ICON PLC SHS G4705A100 255,787 1,051,668 SH   SOLE   1,051,668 0 0
ISHARES SILVER TR ISHARES 46428Q109 22,880 1,000,000 SH Call SOLE   1,000,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 68,640 3,000,000 SH Put SOLE   3,000,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 19,182 600,000 SH Call SOLE   600,000 0 0
JD.COM INC SPON ADR CL A 47215P106 80,407 1,389,440 SH   SOLE   1,389,440 0 0
LAS VEGAS SANDS CORP COM 517834107 70,526 1,814,419 SH   SOLE   1,814,419 0 0
LUCID GROUP INC COM 549498103 12,737 501,446 SH   SOLE   501,446 0 0
MICROSOFT CORP COM 594918104 340,745 1,105,201 SH   SOLE   1,105,201 0 0
MOSAIC CO NEW COM 61945C103 38,426 577,840 SH   SOLE   577,840 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 16,938 2,194,000 SH   SOLE   2,194,000 0 0
NUTRIEN LTD COM 67077M108 28,963 278,519 SH   SOLE   278,519 0 0
OKTA INC CL A 679295105 81,780 541,731 SH   SOLE   541,731 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 948,444 2,100,000 SH Put SOLE   2,100,000 0 0
STONECO LTD COM CL A G85158106 14,357 1,227,099 SH   SOLE   1,227,099 0 0
T-MOBILE US INC COM 872590104 252,905 1,970,436 SH   SOLE   1,970,436 0 0
UNION PAC CORP COM 907818108 68,201 249,627 SH   SOLE   249,627 0 0
UNITEDHEALTH GROUP INC COM 91324P102 199,976 392,133 SH   SOLE   392,133 0 0
UPSTART HLDGS INC COM 91680M107 3,273 30,000 SH   SOLE   30,000 0 0
WIX COM LTD SHS M98068105 64,094 613,578 SH   SOLE   613,578 0 0
WORKDAY INC CL A 98138H101 164,383 686,474 SH   SOLE   686,474 0 0