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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100   112,892 536,000 SH   SOLE 0 536,000 0 0
ADOBE INC COM 00724F101   29,166 52,500 SH   SOLE 0 52,500 0 0
ADVANCED MICRO DEVICES COM 007903107   14,599 90,000 SH   SOLE 0 90,000 0 0
AMAZON.COM INC COM 023135106   34,785 180,000 SH   SOLE 0 180,000 0 0
ANTERO RESOURCES CORP COM 03674X106   9,789 300,000 SH   SOLE 0 300,000 0 0
ASTRAZENECA PLC-SPONS ADR SPONSORED ADR 046353108   3,900 50,000 SH   SOLE 0 50,000 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102   3,240 45,000 SH   SOLE 0 45,000 0 0
COHERENT CORP COM 19247G107   39,128 540,000 SH   SOLE 0 540,000 0 0
CROWDSTRIKE HOLDINGS INC - A CL A 22788C105   5,748 15,000 SH   SOLE 0 15,000 0 0
DELL TECHNOLOGIES -C CL A 24703L202   12,412 90,000 SH   SOLE 0 90,000 0 0
VANECK GOLD MINERS ETF GOLD MINERS ETF 92189F106   159,471 4,700,000 SH   SOLE 0 4,700,000 0 0
SPDR GOLD SHARES GOLD SHS 78463V107   1,075 5,000 SH   SOLE 0 5,000 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   19,076 104,000 SH   SOLE 0 104,000 0 0
ISHARES BIOTECHNOLOGY ETF NASDAQ BIOTECH 464287556   1,098 8,000 SH   SOLE 0 8,000 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128   22,949 1,022,210 SH   SOLE 0 1,022,210 0 0
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598   1,116 20,000 SH   SOLE 0 20,000 0 0
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655   1,014 5,000 SH   SOLE 0 5,000 0 0
JPMORGAN CHASE & CO COM 46625H100   12,136 60,000 SH   SOLE 0 60,000 0 0
META PLATFORMS INC-CLASS A CL A 30303M102   18,908 37,500 SH   SOLE 0 37,500 0 0
ALTRIA GROUP INC COM 02209S103   10,249 225,000 SH   SOLE 0 225,000 0 0
MICROSOFT CORP COM 594918104   163,137 365,000 SH   SOLE 0 365,000 0 0
MICRON TECHNOLOGY INC COM 595112103   19,730 150,000 SH   SOLE 0 150,000 0 0
CLOUDFLARE INC - CLASS A CL A COM 18915M107   1,491 18,000 SH   SOLE 0 18,000 0 0
NATERA INC COM 632307104   7,797 72,000 SH   SOLE 0 72,000 0 0
NVIDIA CORP COM 67066G104   3,089 25,000 SH   SOLE 0 25,000 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105   945 15,000 SH   SOLE 0 15,000 0 0
PALO ALTO NETWORKS INC COM 697435105   21,188 62,500 SH   SOLE 0 62,500 0 0
ISHARES SILVER TRUST ISHARES 46428Q109   1,329 50,000 SH   SOLE 0 50,000 0 0
VANECK SEMICONDUCTOR ETF SEMICONDUCTOR ET 92189F676   1,043 4,000 SH   SOLE 0 4,000 0 0
SENSATA TECHNOLOGIES HOLDING SHS G8060N102   16,826 450,000 SH   SOLE 0 450,000 0 0
T-MOBILE US INC COM 872590104   2,114 12,000 SH   SOLE 0 12,000 0 0
TESLA INC COM 88160R101   1,583 8,000 SH   SOLE 0 8,000 0 0
WORKDAY INC-CLASS A CL A 98138H101   10,954 49,000 SH   SOLE 0 49,000 0 0
WALMART INC COM 931142103   8,125 120,000 SH   SOLE 0 120,000 0 0
ENERGY SELECT SECTOR SPDR ENERGY 81369Y506   2,005 22,000 SH   SOLE 0 22,000 0 0
FINANCIAL SELECT SECTOR SPDR FINANCIAL 81369Y605   1,274 31,000 SH   SOLE 0 31,000 0 0
HEALTH CARE SELECT SECTOR SBI HEALTHCARE 81369Y209   3,644 25,000 SH   SOLE 0 25,000 0 0
DECEMBER 24 CALLS ON MELI US CALL 58733R902   50,452 30,700 SH Call SOLE 0 30,700 0 0
AUGUST 24 PUTS ON QQQ US PUT 46090E953   479,110 1,000,000 SH Put SOLE 0 1,000,000 0 0
OCTOBER 24 PUTS ON QQQ US PUT 46090E953   479,110 1,000,000 SH Put SOLE 0 1,000,000 0 0
OCTOBER 24 PUTS ON QQQ US PUT 46090E953   958,220 2,000,000 SH Put SOLE 0 2,000,000 0 0