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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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   89,229,512 1,151,200 SH   SOLE   1,151,200 0 0
ALPHABET INC CAP STK CL A 02079K305   37,219,004 266,440 SH   SOLE   266,440 0 0
ALPHABET INC CAP STK CL C 02079K107   98,961,046 702,200 SH   SOLE   702,200 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   11,569,920 786,000 SH   SOLE   786,000 0 0
ANNEXON INC COM 03589W102   13,712,952 3,020,474 SH   SOLE   3,020,474 0 0
BAIDU INC SPON ADR REP A 056752108   43,911,698 368,727 SH   SOLE   368,727 0 0
BATH & BODY WORKS INC COM 070830104   160,935,008 3,728,800 SH   SOLE   3,728,800 0 0
BERRY GLOBAL GROUP INC COM 08579W103   88,791,447 1,317,576 SH   SOLE   1,317,576 0 0
BIONANO GENOMICS INC COM NEW 09075F305   1,002,180 530,254 SH   SOLE   530,254 0 0
CELANESE CORP DEL COM 150870103   194,764,530 1,253,553 SH   SOLE   1,253,553 0 0
CIENA CORP COM NEW 171779309   423,544 9,410 SH   SOLE   9,410 0 0
CRESCENT PT ENERGY CORP COM 22576C101   72,585,779 10,414,756 SH   SOLE   10,414,756 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   273,483,540 6,798,000 SH   SOLE   6,798,000 0 0
ELECTRONIC ARTS INC COM 285512109   3,190,409 23,320 SH   SOLE   23,320 0 0
ERO COPPER CORP COM 296006109   123,134,475 7,750,125 SH   SOLE   7,750,125 0 0
EXPEDIA GROUP INC COM NEW 30212P303   53,080,963 349,700 SH   SOLE   349,700 0 0
GARRETT MOTION INC COM 366505105   35,707,268 3,692,582 SH   SOLE   3,692,582 0 0
GRAN TIERRA ENERGY INC COM 38500T200   12,805,872 2,269,600 SH   SOLE   2,269,600 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   40,004,485 1,622,900 SH   SOLE   1,622,900 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   1,261,966 15,700 SH   SOLE   15,700 0 0
HUDBAY MINERALS INC COM 443628102   232,591,420 42,013,020 SH   SOLE   42,013,020 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   4,077,216 356,400 SH   SOLE   356,400 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   44,676,576 1,859,200 SH   SOLE   1,859,200 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   32,791,490 4,718,200 SH   SOLE   4,718,200 0 0
KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101   5,990,840 341,553 SH   SOLE   341,553 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   43,798,006 2,107,700 SH   SOLE   2,107,700 0 0
LIBERTY ENERGY INC COM CL A 53115L104   2,013,068 110,974 SH   SOLE   110,974 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   18,725,695 1,722,695 SH   SOLE   1,722,695 0 0
MARVELL TECHNOLOGY INC COM 573874104   337,736 5,600 SH   SOLE   5,600 0 0
META PLATFORMS INC CL A 30303M102   10,477,216 29,600 SH   SOLE   29,600 0 0
NEUMORA THERAPEUTICS INC. COM 640979100   2,398,355 140,666 SH   SOLE   140,666 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   15,457,046 1,383,800 SH   SOLE   1,383,800 0 0
OBSIDIAN ENERGY LTD COM 674482203   1,220,454 180,008 SH   SOLE   180,008 0 0
OCUGEN INC COM 67577C105   176,977 307,786 SH   SOLE   307,786 0 0
OPTINOSE INC COM 68404V100   310,783 240,917 SH   SOLE   240,917 0 0
ORION S.A. COM L72967109   32,978,651 1,189,277 SH   SOLE   1,189,277 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   9,185,805 306,500 SH   SOLE   306,500 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   43,772,647 1,558,300 SH   SOLE   1,558,300 0 0
SIGNET JEWELERS LIMITED SHS G81276100   72,400,500 675,000 SH   SOLE   675,000 0 0
SKEENA RES LTD NEW COM 83056P715   1,905,749 389,600 SH   SOLE   389,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   69,042,078 1,129,800 SH   SOLE   1,129,800 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   3,330,092 81,700 SH   SOLE   81,700 0 0
SYNCHRONY FINANCIAL COM 87165B103   28,623,405 749,500 SH   SOLE   749,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   27,861,600 267,900 SH   SOLE   267,900 0 0
TIDEWATER INC NEW COM 88642R109   226,425 3,140 SH   SOLE   3,140 0 0
TRAVEL PLUS LEISURE CO COM 894164102   162,021,835 4,144,841 SH   SOLE   4,144,841 0 0
UBER TECHNOLOGIES INC COM 90353T100   146,518,129 2,379,700 SH   SOLE   2,379,700 0 0
UNITED AIRLS HLDGS INC COM 910047109   90,281,006 2,188,100 SH   SOLE   2,188,100 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   14,792,862 1,299,900 SH   SOLE   1,299,900 0 0
WESCO INTL INC COM 95082P105   181,443,780 1,043,500 SH   SOLE   1,043,500 0 0