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
AERCAP HOLDINGS NV SHS N00985106   52,785,904 384,793 SH   SOLE   384,793 0 0
ALLIANCE ENTERTAINMENT HOLDI *W EXP 02/11/202 01861F110   60,010 100,000 SH   SOLE   100,000 0 0
ASPIRE BIOPHARMA HLDGS INC *W EXP 02/14/203 738920115   1,655 99,692 SH   SOLE   99,692 0 0
BAKKT INC *W EXP 10/25/202 05759B115   20,400 150,000 SH   SOLE   150,000 0 0
BLACKSKY TECHNOLOGY INC *W EXP 09/09/202 09263B116   5,668 130,600 SH   SOLE   130,600 0 0
CF INDUSTRIES HOLD COM 125269100   10,488,475 80,780 SH   SOLE   80,780 0 0
CLASSOVER HLDGS INC *W EXP 04/03/203 182744110   2,475 150,000 SH   SOLE   150,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   36,097,792 2,412,954 SH   SOLE   2,412,954 0 0
COTERRA ENERGY INC COM 127097103   47,818,793 1,360,808 SH   SOLE   1,360,808 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106   8,812,798 692,830 SH   SOLE   692,830 0 0
D MARKET ELECTR SVCS & TRADI SPONSORED ADS 23292B104   43,158,791 16,472,821 SH   SOLE   16,472,821 0 0
FOLD HLDGS INC *W EXP 02/14/203 29103K118   20,625 187,500 SH   SOLE   187,500 0 0
GEOPARK LTD USD SHS G38327105   7,053,541 742,478 SH   SOLE   742,478 0 0
GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 40054J109   72,675,796 5,187,423 SH   SOLE   5,187,423 0 0
IRSA INVERSIONES Y REP S A SPON GDS ECH 10 450047303   43,282,110 2,670,087 SH   SOLE   2,670,087 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   79,800,722 1,077,369 SH   SOLE   1,077,369 0 0
KYIVSTAR GROUP LTD ORD SHS G5331N101   16,862,713 1,666,276 SH   SOLE   1,666,276 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   31,778,262 1,179,594 SH   SOLE   1,179,594 0 0
LULULEMON ATHLETICA INC COM 550021109   22,766,276 148,702 SH   SOLE   148,702 0 0
MICRON TECHNOLOGY INC COM 595112103   7,770,320 23,000 SH   SOLE   23,000 0 0
NEWMONT CORP COM 651639106   5,973,993 55,187 SH   SOLE   55,187 0 0
NIOCORP DEVS LTD *W EXP 03/17/202 654484153   26,259 15,356 SH   SOLE   15,356 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   14,370,000 1,000,000 SH   SOLE   1,000,000 0 0
OKEANIS ECO TANKERS COR SHS Y64177101   17,389,052 343,729 SH   SOLE   343,729 0 0
PAGAYA TECHNOLOGIES LTD *W EXP 99/99/999 M7S64L107   2,533 66,666 SH   SOLE   66,666 0 0
PAMPA ENERGIA SA SPONS ADR LVL I 697660207   20,544,213 232,138 SH   SOLE   232,138 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   9,396,000 150,000 SH   SOLE   150,000 0 0
PROPETRO HLDG CORP COM 74347M108   35,519,396 2,464,913 SH   SOLE   2,464,913 0 0
PSQ HOLDINGS INC *W EXP 07/19/202 693691115   2,368 53,333 SH   SOLE   53,333 0 0
SOLANA CO COM CL A NEW 42328V876   1,005,666 581,310 SH   SOLE   581,310 0 0
SOUNDHOUND AI INC *W EXP 04/26/202 836100115   54,500 25,000 SH   SOLE   25,000 0 0
SOUTHLAND HLDGS INC *W EXP 02/14/202 84445C118   2,625 75,000 SH   SOLE   75,000 0 0
SUNPOWER INC *W EXP 07/31/202 20460L112   9,375 37,500 SH   SOLE   37,500 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829   30,771,058 730,904 SH   SOLE   730,904 0 0
TRANSPORTADORA DE GAS DEL SU SPONSORED ADS B 893870204   6,752,930 195,115 SH   SOLE   195,115 0 0
USA TODAY CO INC COM 36472T109   25,954,455 3,681,483 SH   SOLE   3,681,483 0 0
VEON LTD SPONSORED ADS 91822M502   18,225,856 393,647 SH   SOLE   393,647 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   27,822,166 368,652 SH   SOLE   368,652 0 0
VOLATILITY SHS TR SOLANA ETF 92864M822   484,845 58,000 SH   SOLE   58,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   149,355,123 3,231,396 SH   SOLE   3,231,396 0 0