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
AIR PRODS & CHEMS INC COM 009158106   36,151,348 128,169 SH   SOLE   128,169 0 0
ALCOA CORP COM 013872106   12,475,618 422,759 SH   SOLE   422,759 0 0
AMAZON COM INC COM 023135106   77,883,450 355,000 SH   SOLE   355,000 0 0
AMPHENOL CORP NEW CL A 032095101   35,566,294 360,165 SH   SOLE   360,165 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   76,694,354 540,596 SH   SOLE   540,596 0 0
ASTRONICS CORP COM 046433108   24,811,258 741,077 SH   SOLE   741,077 0 0
ATI INC COM 01741R102   64,755,000 750,000 SH   SOLE   750,000 0 0
BARCLAYS PLC ADR 06738E204   881,575 47,422 SH   SOLE   47,422 0 0
BROADCOM INC COM 11135F101   41,347,500 150,000 SH   SOLE   150,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   108,536,110 510,134 SH   SOLE   510,134 0 0
CARVANA CO CL A 146869102   54,226,973 160,930 SH   SOLE   160,930 0 0
CELSIUS HLDGS INC COM NEW 15118V207   31,191,337 672,372 SH   SOLE   672,372 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   59,012,132 144,351 SH   SOLE   144,351 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   30,453,871 631,692 SH   SOLE   631,692 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   19,757,121 56,370 SH   SOLE   56,370 0 0
COMCAST CORP NEW CL A 20030N101   46,397,000 1,300,000 SH   SOLE   1,300,000 0 0
EQT CORP COM 26884L109   26,535,600 455,000 SH   SOLE   455,000 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   8,470,849 90,125 SH   SOLE   90,125 0 0
FLUTTER ENTMT PLC SHS G3643J108   66,044,280 231,118 SH   SOLE   231,118 0 0
FREEPORT-MCMORAN INC CL B 35671D857   49,485,022 1,141,523 SH   SOLE   1,141,523 0 0
GALAXY DIGITAL INC. CL A 36317J209   21,900,000 1,000,000 SH   SOLE   1,000,000 0 0
GE AEROSPACE COM NEW 369604301   59,199,700 230,000 SH   SOLE   230,000 0 0
GOGORO INC *W EXP 04/04/202 G9491K105   384,750 1,350,000 SH   SOLE   1,350,000 0 0
HCM II ACQUISITION CORP SHS CL A G43658106   3,774,000 340,000 SH   SOLE   340,000 0 0
HOWMET AEROSPACE INC COM 443201108   33,503,400 180,000 SH   SOLE   180,000 0 0
HYATT HOTELS CORP COM CL A 448579102   64,828,183 464,219 SH   SOLE   464,219 0 0
ISHARES BITCOIN TRUST ETF CALL 46438F101   110,912,520 1,812,000 SH   SOLE   1,812,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   89,002,370 307,000 SH   SOLE   307,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   36,396,000 1,200,000 SH   SOLE   1,200,000 0 0
MERCADOLIBRE INC COM 58733R102   18,603,818 7,118 SH   SOLE   7,118 0 0
META PLATFORMS INC CL A 30303M102   100,307,907 135,902 SH   SOLE   135,902 0 0
METHANEX CORP COM 59151K108   4,965,000 150,000 SH   SOLE   150,000 0 0
MICROSOFT CORP COM 594918104   103,212,575 207,500 SH   SOLE   207,500 0 0
MSCI INC COM 55354G100   34,604,400 60,000 SH   SOLE   60,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   18,420,239 1,342,583 SH   SOLE   1,342,583 0 0
NUTANIX INC CL A 67059N108   59,002,125 771,875 SH   SOLE   771,875 0 0
NVIDIA CORPORATION COM 67066G104   63,520,511 402,054 SH   SOLE   402,054 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,635,840 12,000 SH   SOLE   12,000 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   32,712,000 2,350,000 SH   SOLE   2,350,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102   110,466,453 1,179,819 SH   SOLE   1,179,819 0 0
SHIFT4 PMTS INC CL A 82452J109   79,559,165 802,736 SH   SOLE   802,736 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   30,622,500 450,000 SH   SOLE   450,000 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   581,067 215,210 SH   SOLE   215,210 0 0
SONDER HOLDINGS INC *W EXP 01/18/202 83542D102   405,000 150,000 SH   SOLE   150,000 0 0
SONDER HOLDINGS INC CALL 83542D102   6,021,524 2,230,194 SH   SOLE   2,230,194 0 0
SPDR GOLD TR GOLD SHS 78463V107   6,411,185 21,032 SH   SOLE   21,032 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   64,256,400 104,000 SH   SOLE   104,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   76,344,250 922,032 SH   SOLE   922,032 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   41,903,594 185,013 SH   SOLE   185,013 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   411,631 1,695 SH   SOLE   1,695 0 0
UNITED AIRLS HLDGS INC COM 910047109   248,841,441 3,124,971 SH   SOLE   3,124,971 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   32,784,228 255,309 SH   SOLE   255,309 0 0
VISTRA CORP COM 92840M102   46,514,400 240,000 SH   SOLE   240,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   46,600,749 4,066,383 SH   SOLE   4,066,383 0 0
WOODWARD INC COM 980745103   71,581,476 292,062 SH   SOLE   292,062 0 0