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
ADECOAGRO S A COM L00849106 2,855 337,517 SH   SOLE   337,517 0 0
ALAUNOS THERAPEUTICS INC COM 98973P101 17,515 14,125,079 SH   SOLE   14,125,079 0 0
ALTICE USA INC CL A 02156K103 2,683 290,000 SH   SOLE   290,000 0 0
ALTICE USA INC CL A 02156K103 1,850 200,000 SH Call SOLE   200,000 0 0
AMAZON COM INC COM 023135106 7,582 71,387 SH   SOLE   71,387 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 29,676 1,452,589 SH   SOLE   1,452,589 0 0
ANGI INC COM CL A NEW 00183L102 7,740 1,689,935 SH   SOLE   1,689,935 0 0
ARISTA NETWORKS INC COM 040413106 8,346 89,030 SH   SOLE   89,030 0 0
BANCO MACRO SA SPON ADR B 05961W105 4,998 446,255 SH   SOLE   446,255 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,922 37,000 SH   SOLE   37,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 4,702 100,000 SH Call SOLE   100,000 0 0
COMPASS INC CL A 20464U100 20,813 5,765,413 SH   SOLE   5,765,413 0 0
COUCHBASE INC COM 22207T101 1,806 110,000 SH   SOLE   110,000 0 0
DENBURY INC COM 24790A101 91,946 1,532,683 SH   SOLE   1,532,683 0 0
DESKTOP METAL INC COM CL A 25058X105 1,721 782,063 SH   SOLE   782,063 0 0
ENOVIX CORPORATION COM 293594107 1,167 131,025 SH   SOLE   131,025 0 0
ENPHASE ENERGY INC COM 29355A107 8,708 44,600 SH   SOLE   44,600 0 0
EPR PPTYS COM SH BEN INT 26884U109 7,929 168,947 SH   SOLE   168,947 0 0
FISERV INC COM 337738108 30,069 337,971 SH   SOLE   337,971 0 0
FRESHPET INC COM 358039105 6,486 125,000 SH   SOLE   125,000 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 7,601 1,100,004 SH   SOLE   1,100,004 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 26,199 476,700 SH   SOLE   476,700 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148 18,333 1,872,665 SH   SOLE   1,872,665 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 104,833 6,618,226 SH   SOLE   6,618,226 0 0
HESS CORP COM 42809H107 17,544 165,600 SH   SOLE   165,600 0 0
ICICI BANK LIMITED ADR 45104G104 2,379 134,100 SH   SOLE   134,100 0 0
INTERCORP FINL SVCS INC SHS P5626F128 4,693 200,569 SH   SOLE   200,569 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 39,136 548,200 SH   SOLE   548,200 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP ENGY 46138E164 2,402 276,100 SH   SOLE   276,100 0 0
ISHARES TR JPMORGAN USD EMG 464288281 2,695 31,588 SH   SOLE   31,588 0 0
JOYY INC ADS REPSTG COM A 46591M109 7,243 242,573 SH   SOLE   242,573 0 0
KE HLDGS INC SPONSORED ADS 482497104 9,190 512,000 SH   SOLE   512,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 8,816 269,100 SH   SOLE   269,100 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 581 114,468 SH   SOLE   114,468 0 0
META PLATFORMS INC CL A 30303M102 23,588 146,284 SH   SOLE   146,284 0 0
PALO ALTO NETWORKS INC COM 697435105 4,100 8,300 SH   SOLE   8,300 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 3,302 161,246 SH   SOLE   161,246 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 2,746 32,164 SH   SOLE   32,164 0 0
SAMSARA INC COM CL A 79589L106 2,793 250,000 SH   SOLE   250,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 6,249 306,300 SH   SOLE   306,300 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,471 27,300 SH   SOLE   27,300 0 0
SPIRIT AIRLS INC COM 848577102 36,616 1,535,920 SH   SOLE   1,535,920 0 0
SPLUNK INC COM 848637104 2,977 33,650 SH   SOLE   33,650 0 0
SUPER GROUP SGHC LIMITED *W EXP 99/99/999 G8588X111 430 687,500 SH   SOLE   687,500 0 0
SUPER GROUP SGHC LIMITED ORD SHS G8588X103 2,056 501,413 SH   SOLE   501,413 0 0
T-MOBILE US INC COM 872590104 10,091 75,000 SH Call SOLE   75,000 0 0
T-MOBILE US INC COM 872590104 78,906 586,489 SH   SOLE   586,489 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,766 530,196 SH   SOLE   530,196 0 0
VALARIS LIMITED CL A G9460G101 2,995 70,900 SH   SOLE   70,900 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 6,280 27,000 SH   SOLE   27,000 0 0
VERISIGN INC COM 92343E102 6,191 37,000 SH   SOLE   37,000 0 0
VISA INC COM CL A 92826C839 24,395 123,903 SH   SOLE   123,903 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 7,455 1,008,758 SH   SOLE   1,008,758 0 0
VONTIER CORPORATION COM 928881101 11,499 500,171 SH   SOLE   500,171 0 0
WIDEOPENWEST INC COM 96758W101 3,642 200,000 SH Call SOLE   200,000 0 0
WIDEOPENWEST INC COM 96758W101 5,582 306,535 SH   SOLE   306,535 0 0
WM TECHNOLOGY INC COM 92971A109 358 108,889 SH   SOLE   108,889 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 4,646 1,425,018 SH   SOLE   1,425,018 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 4,723 100,000 SH Put SOLE   100,000 0 0