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
AMERICAN AIRLINES GROUP INC COM 02376R102 2,346 87,000 SH   SOLE 0 87,000 0 0
ADOBE INC COM 00724F101 13,813 50,000 SH   SOLE 0 50,000 0 0
AMAZON.COM INC COM 023135106 176,195 101,500 SH   SOLE 0 101,500 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 33,446 200,000 SH   SOLE 0 200,000 0 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 8,344 200,000 SH   SOLE 0 200,000 0 0
GLOBAL X ROBOTICS & ARTIFICI RBTCS ARTFL INTE 37954Y715 20,921 1,045,018 SH   SOLE 0 1,045,018 0 0
BOYD GAMING CORP COM 103304101 6,502 271,500 SH   SOLE 0 271,500 0 0
COMCAST CORP-CLASS A CL A 20030N101 10,143 225,000 SH   SOLE 0 225,000 0 0
SALESFORCE.COM INC COM 79466L302 71,993 485,000 SH   SOLE 0 485,000 0 0
DESPEGAR.COM CORP ORD SHS G27358103 1,043 92,122 SH   SOLE 0 92,122 0 0
ISHARES MSCI EMERGING MARKET MSCI EMG MKT ETF 464287234 2,758 67,500 SH   SOLE 0 67,500 0 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 1,475 35,000 SH   SOLE 0 35,000 0 0
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 100,710 3,000,000 SH   SOLE 0 3,000,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 61,808 3,690,000 SH   SOLE 0 3,690,000 0 0
KRANESHARES CSI CHINA INTERN CSI CHI INTERNET 500767306 37,197 900,000 SH   SOLE 0 900,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 36,590 1,320,000 SH   SOLE 0 1,320,000 0 0
MELCO RESORTS & ENTERT-ADR ADR 585464100 48,506 2,499,000 SH   SOLE 0 2,499,000 0 0
MICROSOFT CORP COM 594918104 9,732 70,000 SH   SOLE 0 70,000 0 0
CLOUDFLARE INC - CLASS A CL A COM 18915M107 19 1,000 SH   SOLE 0 1,000 0 0
PALO ALTO NETWORKS INC COM 697435105 35,670 175,000 SH   SOLE 0 175,000 0 0
SPRINT CORP COM SER 1 85207U105 926 150,000 SH   SOLE 0 150,000 0 0
SPIRIT AIRLINES INC COM 848577102 12,415 342,000 SH   SOLE 0 342,000 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 69 5,000 SH   SOLE 0 5,000 0 0
AT&T INC COM 00206R102 23,839 630,000 SH   SOLE 0 630,000 0 0
TELEPHONE AND DATA SYSTEMS COM NEW 879433829 20,859 808,500 SH   SOLE 0 808,500 0 0
TENCENT MUSIC ENTERTAINM-ADR SPON ADS 88034P109 260 20,333 SH   SOLE 0 20,333 0 0
T-MOBILE US INC COM 872590104 53,170 675,000 SH   SOLE 0 675,000 0 0
TIM PARTICIPACOES SA-ADR SPONSORED ADR 88706P205 7,754 540,000 SH   SOLE 0 540,000 0 0
TRADEWEB MARKETS INC-CLASS A CL A 892672106 37 1,000 SH   SOLE 0 1,000 0 0
TWITTER INC COM 90184L102 33,347 809,385 SH   SOLE 0 809,385 0 0
10X GENOMICS INC-CLASS A CL A COM 88025U109 252 5,000 SH   SOLE 0 5,000 0 0
UNITED AIRLINES HOLDINGS INC COM 910047109 58,351 660,000 SH   SOLE 0 660,000 0 0
TELEFONICA BRASIL-ADR PREF SPONSORED ADR 87936R106 1,936 147,000 SH   SOLE 0 147,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 57,040 945,000 SH   SOLE 0 945,000 0 0
WYNN RESORTS LTD COM 983134107 4,892 45,000 SH   SOLE 0 45,000 0 0
ENERGY SELECT SECTOR SPDR ENERGY 81369Y506 150,960 2,550,000 SH   SOLE 0 2,550,000 0 0
TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 2,013 25,000 SH   SOLE 0 25,000 0 0
YPF S.A.-SPONSORED ADR SPON ADR CL D 984245100 4,148 448,474 SH   SOLE 0 448,474 0 0
WISDOMTREE INDIA EARNINGS - RV CALL 97717W902 53,013 2,220,000 SH Call SOLE 0 2,220,000 0 0
POWERSHARES QQQ TRUST SERIES - EQUITIES PUT 46090E953 377,550 2,000,000 SH Put SOLE 0 2,000,000 0 0
SPDR S&P BIOTECH ETF- EQUITIES CALL 78464A900 29,295 384,200 SH Call SOLE 0 384,200 0 0
ISHARES MSCI INDIA ETF- G7 EQ CALL 46429B908 33,570 1,000,000 SH Call SOLE 0 1,000,000 0 0