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
Estimated average burden
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
ADECOAGRO S A COM L00849106   3,739,514 319,890 SH   SOLE   319,890 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,518,398 34,219 SH   SOLE   34,219 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,428,594 91,700 SH Call SOLE   91,700 0 0
ALAUNOS THERAPEUTICS INC COM 98973P101   2,037,869 15,461,829 SH   SOLE   15,461,829 0 0
ALPHABET INC CAP STK CL A 02079K305   37,120,794 283,668 SH   SOLE   283,668 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302   2,732,604 342,003 SH   SOLE   342,003 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   6,488,072 374,600 SH   SOLE   374,600 0 0
ARISTA NETWORKS INC COM 040413106   9,331,137 50,732 SH   SOLE   50,732 0 0
BANCO MACRO SA SPON ADR B 05961W105   3,411,317 172,900 SH   SOLE   172,900 0 0
BROADCOM INC COM 11135F101   15,921,388 19,169 SH   SOLE   19,169 0 0
COMPASS INC CL A 20464U100   11,696,567 4,033,299 SH   SOLE   4,033,299 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   17,429,317 1,142,906 SH   SOLE   1,142,906 0 0
CROCS INC COM 227046109   33,468,462 379,332 SH   SOLE   379,332 0 0
EA SERIES TRUST FREEDOM 100 EM 02072L607   1,723,032 60,863 SH   SOLE   60,863 0 0
FORMFACTOR INC COM 346375108   2,285,356 65,408 SH   SOLE   65,408 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   5,576,121 427,289 SH   SOLE   427,289 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   37,570,376 12,318,156 SH   SOLE   12,318,156 0 0
HARMONIC INC COM 413160102   4,231,538 439,412 SH   SOLE   439,412 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   57,629,317 4,704,434 SH   SOLE   4,704,434 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148   17,703,085 2,892,661 SH   SOLE   2,892,661 0 0
INTERCORP FINL SVCS INC SHS P5626F128   4,996,490 221,869 SH   SOLE   221,869 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,451,237 17,300 SH   SOLE   17,300 0 0
ISHARES INC MSCI MEXICO ETF 464286822   1,350,645 23,195 SH   SOLE   23,195 0 0
ISHARES TR MSCI INDIA ETF 46429B598   2,054,461 46,460 SH   SOLE   46,460 0 0
ISHARES TR 20 YR TR BD ETF 464287432   2,026,567 22,850 SH   SOLE   22,850 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   8,310,000 200,000 SH   SOLE   200,000 0 0
NUTANIX INC CL A 67059N108   9,771,423 280,144 SH   SOLE   280,144 0 0
NVIDIA CORPORATION COM 67066G104   51,770,335 119,015 SH   SOLE   119,015 0 0
ODDITY TECH LTD SHS CL A M7518J104   445,208 15,704 SH   SOLE   15,704 0 0
OPERA LTD SPONSORED ADS 68373M107   1,127,000 100,000 SH   SOLE   100,000 0 0
OVERSTOCK COM INC DEL COM 690370101   11,230,128 709,869 SH   SOLE   709,869 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   2,696,652 313,200 SH   SOLE   313,200 0 0
PFIZER INC COM 717081103   31,655,790 954,350 SH   SOLE   954,350 0 0
PG&E CORP COM 69331C108   8,468,250 525,000 SH   SOLE   525,000 0 0
RAYZEBIO INC COM 75525N107   1,110,000 50,000 SH   SOLE   50,000 0 0
STONECO LTD COM CL A G85158106   18,257,437 1,711,100 SH   SOLE   1,711,100 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   3,966,638 292,957 SH   SOLE   292,957 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   99,904,086 3,287,400 SH   SOLE   3,287,400 0 0
VITAL ENERGY INC COM 516806205   14,157,981 255,467 SH   SOLE   255,467 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   4,454,639 363,644 SH   SOLE   363,644 0 0