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
APPLE INC COM 037833100 27,588 158,000 SH   SOLE 0 158,000 0 0
ADOBE INC COM 00724F101 1,139 2,500 SH   SOLE 0 2,500 0 0
ADT INC COM 00090Q103 13,681 1,802,479 SH   SOLE 0 1,802,479 0 0
ALTICE USA INC- A CL A 02156K103 2,496 200,000 SH   SOLE 0 200,000 0 0
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108 6,634 100,000 SH   SOLE 0 100,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 4,896 45,000 SH   SOLE 0 45,000 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 34,704 1,022,210 SH   SOLE 0 1,022,210 0 0
GLOBAL X ROBOTICS & ARTIFICI RBTCS ARTFL INTE 37954Y715 24,514 845,018 SH   SOLE 0 845,018 0 0
CINEMARK HOLDINGS INC COM 17243V102 7,085 410,000 SH   SOLE 0 410,000 0 0
COUPANG INC CL A 22266T109 8,840 500,000 SH   SOLE 0 500,000 0 0
CHEVRON CORP COM 166764100 16,283 100,000 SH   SOLE 0 100,000 0 0
DELTA AIR LINES INC COM NEW 247361702 13,058 330,000 SH   SOLE 0 330,000 0 0
META PLATFORMS INC-CLASS A CL A 30303M102 23,348 105,000 SH   SOLE 0 105,000 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 71,221 25,500 SH   SOLE 0 25,500 0 0
ISHARES BIOTECHNOLOGY ETF NASDAQ BIOTECH 464287556 1,042 8,000 SH   SOLE 0 8,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 6,130 410,000 SH   SOLE 0 410,000 0 0
JPMORGAN CHASE & CO COM 46625H100 8,179 60,000 SH   SOLE 0 60,000 0 0
LAS VEGAS SANDS CORP COM 517834107 5,831 150,000 SH   SOLE 0 150,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,081 145,000 SH   SOLE 0 145,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 2,056 25,000 SH   SOLE 0 25,000 0 0
MICROSOFT CORP COM 594918104 64,745 210,000 SH   SOLE 0 210,000 0 0
MICRON TECHNOLOGY INC COM 595112103 26,872 345,000 SH   SOLE 0 345,000 0 0
CLOUDFLARE INC - CLASS A CL A COM 18915M107 11,970 100,000 SH   SOLE 0 100,000 0 0
NETFLIX INC COM 64110L106 7,492 20,000 SH   SOLE 0 20,000 0 0
NVIDIA CORP COM 67066G104 15,718 57,603 SH   SOLE 0 57,603 0 0
PALO ALTO NETWORKS INC COM 697435105 29,569 47,500 SH   SOLE 0 47,500 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 1,144 50,000 SH   SOLE 0 50,000 0 0
VANECK SEMICONDUCTOR ETF SEMICONDUCTOR ET 92189F676 1,079 4,000 SH   SOLE 0 4,000 0 0
SENSATA TECHNOLOGIES HOLDING SHS G8060N102 5,085 100,000 SH   SOLE 0 100,000 0 0
SUMO LOGIC INC COM 86646P103 5,768 494,226 SH   SOLE 0 494,226 0 0
AT&T INC COM 00206R102 25,993 1,100,000 SH   SOLE 0 1,100,000 0 0
TELEPHONE AND DATA SYSTEMS COM NEW 879433829 5,494 291,000 SH   SOLE 0 291,000 0 0
T-MOBILE US INC COM 872590104 14,407 112,250 SH   SOLE 0 112,250 0 0
TESLA INC COM 88160R101 10,776 10,000 SH   SOLE 0 10,000 0 0
TWITTER INC COM 90184L102 19,708 509,385 SH   SOLE 0 509,385 0 0
UNITED AIRLINES HOLDINGS INC COM 910047109 9,040 195,000 SH   SOLE 0 195,000 0 0
WORKDAY INC-CLASS A CL A 98138H101 17,864 74,600 SH   SOLE 0 74,600 0 0
WALMART INC COM 931142103 5,957 40,000 SH   SOLE 0 40,000 0 0
ENERGY SELECT SECTOR SPDR ENERGY 81369Y506 1,682 22,000 SH   SOLE 0 22,000 0 0
TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 1,589 10,000 SH   SOLE 0 10,000 0 0
YATSEN HOLDING LTD-ADR ADS 985194109 207 300,000 SH   SOLE 0 300,000 0 0
ISHARES RUSSELL 2000 ETF PUT 464287955 210,402 1,025,000 SH Put SOLE 0 1,025,000 0 0
ASTRAZENECA PLC-SPONS ADR CALL 046353908 13,268 200,000 SH Call SOLE 0 200,000 0 0
EXXON MOBIL CORP CALL 30231G902 82,590 1,000,000 SH Call SOLE 0 1,000,000 0 0