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

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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
ALAUNOS THERAPEUTICS INC COM 98973P101 25,186 14,642,959 SH   SOLE   14,642,959 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 23,924 1,452,589 SH   SOLE   1,452,589 0 0
ARISTA NETWORKS INC COM 040413106 13,335 118,123 SH   SOLE   118,123 0 0
ARK ETF TR INNOVATION ETF 00214Q104 3,773 100,000 SH Put SOLE   100,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 5,565 389,972 SH   SOLE   389,972 0 0
BLOOM ENERGY CORP COM CL A 093712107 29,075 1,454,500 SH   SOLE   1,454,500 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 14,292 371,900 SH   SOLE   371,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,160 31,100 SH   SOLE   31,100 0 0
COMPASS INC CL A 20464U100 11,417 4,921,002 SH   SOLE   4,921,002 0 0
COUCHBASE INC COM 22207T101 1,784 125,000 SH   SOLE   125,000 0 0
DENBURY INC COM 24790A101 123,291 1,429,298 SH   SOLE   1,429,298 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 4,048 456,841 SH   SOLE   456,841 0 0
ENOVIX CORPORATION COM 293594107 11,118 606,404 SH   SOLE   606,404 0 0
EPR PPTYS COM SH BEN INT 26884U109 16,163 450,729 SH   SOLE   450,729 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 362 25,000 SH   SOLE   25,000 0 0
FISERV INC COM 337738108 10,433 111,495 SH   SOLE   111,495 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 12,610 1,690,376 SH   SOLE   1,690,376 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 4,417 75,600 SH   SOLE   75,600 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 107,256 6,588,226 SH   SOLE   6,588,226 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148 14,598 1,640,275 SH   SOLE   1,640,275 0 0
INTERCORP FINL SVCS INC SHS P5626F128 4,023 200,569 SH   SOLE   200,569 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 26,726 100,000 SH Put SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 8,053 30,132 SH   SOLE   30,132 0 0
ISHARES TR US AER DEF ETF 464288760 4,833 53,000 SH   SOLE   53,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 2,508 31,588 SH   SOLE   31,588 0 0
JUNIPER NETWORKS INC COM 48203R104 4,265 163,293 SH   SOLE   163,293 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,343 47,603 SH   SOLE   47,603 0 0
LUMENTUM HLDGS INC COM 55024U109 3,639 53,065 SH   SOLE   53,065 0 0
META PLATFORMS INC CL A 30303M102 8,741 64,425 SH   SOLE   64,425 0 0
NIKOLA CORP COM 654110105 1,452 412,400 SH   SOLE   412,400 0 0
NUTANIX INC CL A 67059N108 2,277 109,325 SH   SOLE   109,325 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 8,100 355,746 SH   SOLE   355,746 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 3,711 75,000 SH   SOLE   75,000 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 2,572 32,164 SH   SOLE   32,164 0 0
RELAY THERAPEUTICS INC COM 75943R102 698 31,200 SH   SOLE   31,200 0 0
SAMSARA INC COM CL A 79589L106 3,621 300,000 SH   SOLE   300,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 14,010 650,112 SH   SOLE   650,112 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 6,366 351,900 SH   SOLE   351,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 5,775 67,728 SH   SOLE   67,728 0 0
SPIRIT AIRLS INC COM 848577102 12,990 690,203 SH   SOLE   690,203 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 7,036 318,675 SH   SOLE   318,675 0 0
SUPER GROUP SGHC LIMITED *W EXP 99/99/999 G8588X111 481 687,500 SH   SOLE   687,500 0 0
T-MOBILE US INC COM 872590104 62,860 468,512 SH   SOLE   468,512 0 0
TRIP COM GROUP LTD ADS 89677Q107 500 18,300 SH   SOLE   18,300 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 16,630 1,765,367 SH   SOLE   1,765,367 0 0
VONTIER CORPORATION COM 928881101 4,663 279,071 SH   SOLE   279,071 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 8,849 1,425,018 SH   SOLE   1,425,018 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,849 52,298 SH   SOLE   52,298 0 0