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
AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 262,475 2,569 SH   SOLE   2,569 0 0
AFLAC INC COM 001055102 BBG001S5NGJ4 730,629 6,571 SH   SOLE   6,571 0 0
AFLAC INC COM 001055102 BBG001S5NGJ4 38,690 26,500 SH Put SOLE   26,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 528,920 4,000 SH   SOLE   4,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 218,800 60,000 SH Put SOLE   60,000 0 0
ALIGHT INC COM CL A 01626W101 BBG00H00J2Q8 219,795 37,065 SH   SOLE   37,065 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 7,828,650 50,625 SH   SOLE   50,625 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,000 30,000 SH Call SOLE   30,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 4,071,354 26,060 SH   SOLE   26,060 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 143,750 10,000 SH Put SOLE   10,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 14,609,495 76,787 SH   SOLE   76,787 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,200 30,000 SH Call SOLE   30,000 0 0
AMBEV SA SPONSORED ADR 02319V103 BBG005KLVT74 284,027 121,900 SH   SOLE   121,900 0 0
AMBIPAR EMERGENCY RESPONSE CL A ORD SHS G02532102 BBG01FPJ0LP2 580,360 117,008 SH   SOLE   117,008 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 121,550 13,000 SH Call SOLE   13,000 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 388,224 9,600 SH   SOLE   9,600 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 2,875,740 21,000 SH   SOLE   21,000 0 0
APPLE INC COM 037833100 BBG001S5N8V8 95,500 10,000 SH Put SOLE   10,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 46,600 20,000 SH Call SOLE   20,000 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 BBG001V0XGV6 2,581,602 320,298 SH   SOLE   320,298 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 2,345,760 16,000 SH   SOLE   16,000 0 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 BBG001S62B15 362,400 20,000 SH   SOLE   20,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 BBG001SQK8Y2 3,216,726 42,600 SH   SOLE   42,600 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 BBG001S5VVS2 387,600 17,000 SH   SOLE   17,000 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 BBG001S8JWT7 610,638 15,190 SH   SOLE   15,190 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 2,430,731 58,249 SH   SOLE   58,249 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,080,790 3,907 SH   SOLE   3,907 0 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 1,107,382 1,170 SH   SOLE   1,170 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 4,984,677 1,082 SH   SOLE   1,082 0 0
BRASKEM S A SP ADR PFD A 105532105 BBG001S5XRM5 248,133 64,450 SH   SOLE   64,450 0 0
BRF SA SPONSORED ADR 10552T107 BBG001S5V2P9 154,800 45,000 SH   SOLE   45,000 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 3,916,523 23,392 SH   SOLE   23,392 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 267,800 10,000 SH Put SOLE   10,000 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 6,513,253 124,275 SH   SOLE   124,275 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 506,007 4,050 SH   SOLE   4,050 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 1,181,872 4,647 SH   SOLE   4,647 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 BBG00JNMX9L5 1,996,200 180,000 SH   SOLE   180,000 0 0
CHERRY HILL MTG INVT CORP COM 164651101 BBG004HQLK70 36,383 11,025 SH   SOLE   11,025 0 0
CI&T INC COM CL A G21307106 BBG00PVKYX69 259,498 43,467 SH   SOLE   43,467 0 0
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601 BBG001S64WN3 776,679 441,295 SH   SOLE   441,295 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 5,688,145 80,126 SH   SOLE   80,126 0 0
COCA-COLA FEMSA SAB DE CV SPONS ADS REP 191241108 BBG001S6R487 2,190,960 24,000 SH   SOLE   24,000 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 BBG001S8LLN4 20,093,768 1,125,071 SH   SOLE   1,125,071 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 656,060 6,247 SH   SOLE   6,247 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 19,250 17,500 SH Put SOLE   17,500 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 BBG004NZ9JK5 2,056,268 393,921 SH   SOLE   393,921 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 2,059,501 71,263 SH   SOLE   71,263 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 115,920 110,400 SH Put SOLE   110,400 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPR7 219,059 9,989 SH   SOLE   9,989 0 0
CREDICORP LTD COM G2519Y108 BBG001S8L8P1 465,400 2,500 SH   SOLE   2,500 0 0
CRH PLC ORD G25508105 BBG001S61NK9 333,582 3,792 SH   SOLE   3,792 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 210,490 597 SH   SOLE   597 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 376,380 1,836 SH   SOLE   1,836 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 BBG005HJL932 3,002,410 113,000 SH   SOLE   113,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 3,497,334 38,369 SH   SOLE   38,369 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 380,400 40,000 SH Put SOLE   40,000 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 413,909 7,382 SH   SOLE   7,382 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 10,500 17,500 SH Put SOLE   17,500 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 BBG001SL6WF7 882,423 28,894 SH   SOLE   28,894 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 632,060 34,000 SH   SOLE   34,000 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 368,667 6,900 SH   SOLE   6,900 0 0
EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 350,658 3,150 SH   SOLE   3,150 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 219,371 1,305 SH   SOLE   1,305 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 422,492 5,448 SH   SOLE   5,448 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 263,229 1,192 SH   SOLE   1,192 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG001S87K70 435,567 1,966 SH   SOLE   1,966 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 6,532,896 32,640 SH   SOLE   32,640 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 471,750 42,500 SH Put SOLE   42,500 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 3,350,448 10,975 SH   SOLE   10,975 0 0
GEOPARK LTD USD SHS G38327105 BBG001SLK3B9 517,120 64,000 SH   SOLE   64,000 0 0
GERDAU SA SPON ADR REP PFD 373737105 BBG001SCL1T3 172,956 60,900 SH   SOLE   60,900 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259 BBG001V0LJT6 242,310 3,000 SH   SOLE   3,000 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 BBG001T8JBX7 587,417 15,035 SH   SOLE   15,035 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 BBG001SSPRJ8 3,048,696 77,280 SH   SOLE   77,280 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 BBG001TF8NP6 2,809,900 122,596 SH   SOLE   122,596 0 0
GLOBANT S A COM L44385109 BBG00564Y4W2 1,000,620 8,500 SH   SOLE   8,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 4,303,673 7,878 SH   SOLE   7,878 0 0
GRAY MEDIA INC COM 389375106 BBG001S8SQK9 57,123 13,223 SH   SOLE   13,223 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 1,342,450 17,073 SH   SOLE   17,073 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 BBG004T0ZN64 254,327 93,160 SH   SOLE   93,160 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 BBG001SKXC54 8,909,004 163,558 SH   SOLE   163,558 0 0
GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108 BBG00BTHJ014 1,449,660 111,000 SH   SOLE   111,000 0 0
HARLEY DAVIDSON INC COM 412822108 BBG001S5RTY5 2,525,000 100,000 SH   SOLE   100,000 0 0
HERSHEY CO COM 427866108 BBG001S5S148 278,779 1,630 SH   SOLE   1,630 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 957,986 4,210 SH   SOLE   4,210 0 0
HUBSPOT INC COM 443573100 BBG001T53670 359,913 630 SH   SOLE   630 0 0
INSMED INC COM PAR $.01 457669307 BBG001S9SKW7 250,613 3,285 SH   SOLE   3,285 0 0
INTER & CO INC CLASS A COM G4R20B107 BBG017Y8GKR7 109,518 19,985 SH   SOLE   19,985 0 0
INTERCORP FINL SVCS INC SHS P5626F128 BBG00PNFV2G9 1,515,565 45,746 SH   SOLE   45,746 0 0
INVESCO EXCH TRADED FD TR II INVESCO PHLX SM 46138G615 BBG011B9WCN7 2,488,249 73,945 SH   SOLE   73,945 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 BBG0027F1V40 8,323,302 132,600 SH   SOLE   132,600 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 12,662,275 169,463 SH   SOLE   169,463 0 0
INVESCO LTD SHS G491BT108 BBG001S9RD81 4,500 30,000 SH Call SOLE   30,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,821,961 6,018 SH   SOLE   6,018 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6QS5 203,624 4,350 SH   SOLE   4,350 0 0
ISHARES INC MSCI CHILE ETF 464286640 BBG001T0LL05 1,201,746 40,300 SH   SOLE   40,300 0 0
ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 605,990 11,000 SH   SOLE   11,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 216,160 4,000 SH   SOLE   4,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 4,382,296 141,410 SH   SOLE   141,410 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 2,517,760 70,250 SH   SOLE   70,250 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 950,898 7,800 SH   SOLE   7,800 0 0
ISHARES TR GLOBAL TECH ETF 464287291 BBG001S60KQ0 1,654,919 21,850 SH   SOLE   21,850 0 0
ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 514,800 10,000 SH   SOLE   10,000 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 BBG002DMN5F9 1,429,890 21,000 SH   SOLE   21,000 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 BBG001S56QM7 652,000 40,000 SH   SOLE   40,000 0 0
ISHARES TR MSCI PHILIPS ETF 46429B408 BBG001TCKW33 506,000 20,000 SH   SOLE   20,000 0 0
JD.COM INC SPON ADS CL A 47215P106 BBG005YHY0R6 1,562,560 38,000 SH   SOLE   38,000 0 0
JD.COM INC SPON ADS CL A 47215P106 BBG005YHY0R6 168,000 80,000 SH Put SOLE   80,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 10,177,497 41,490 SH   SOLE   41,490 0 0
KKR & CO INC COM 48251W104 BBG001S6PW05 2,023,175 17,500 SH   SOLE   17,500 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 2,447,960 3,601 SH   SOLE   3,601 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 BBG004XB9HZ5 3,681,260 105,450 SH   SOLE   105,450 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 BBG004XB9HZ5 267,200 330,000 SH Put SOLE   330,000 0 0
LABCORP HOLDINGS INC COM SHS 504922105 BBG01MMT6PQ2 836,002 3,592 SH   SOLE   3,592 0 0
LEONARDO DRS INC COM 52661A108 BBG00ZSB4TT8 1,644,000 50,000 SH   SOLE   50,000 0 0
LISTED FD TR ROUNDHILL BALL 53656F417 BBG011J1MP12 571,976 42,400 SH   SOLE   42,400 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 312,370 1,000 SH   SOLE   1,000 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 568,004 844 SH   SOLE   844 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 9,366,127 4,801 SH   SOLE   4,801 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 20,644,639 35,819 SH   SOLE   35,819 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 47,000 10,000 SH Call SOLE   10,000 0 0
MFA FINL INC COM 55272X607 BBG001S86YS8 188,640 18,386 SH   SOLE   18,386 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 84,675 32,500 SH Call SOLE   32,500 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 12,717,462 33,878 SH   SOLE   33,878 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,800 20,000 SH Call SOLE   20,000 0 0
MOODYS CORP COM 615369105 BBG001S5VP87 372,552 800 SH   SOLE   800 0 0
NASDAQ INC COM 631103108 BBG001SKTBJ6 417,230 5,500 SH   SOLE   5,500 0 0
NATERA INC COM 632307104 BBG001V0FSF8 1,225,883 8,669 SH   SOLE   8,669 0 0
NEOS ETF TRUST BITCOIN HIGH INC 78433H642 BBG01Q9WJDB0 244,005 4,884 SH   SOLE   4,884 0 0
NEOS ETF TRUST NEOS S&P 500 HI 78433H303 BBG019C1Y0V1 955,837 19,959 SH   SOLE   19,959 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 2,321,067 2,489 SH   SOLE   2,489 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG00334PFM6 853,100 190,000 SH   SOLE   190,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 5,789,368 565,368 SH   SOLE   565,368 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 11,522,420 106,315 SH   SOLE   106,315 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 96,100 195,000 SH Call SOLE   195,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 209,250 15,000 SH Put SOLE   15,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QCG6 3,738,700 490,000 SH   SOLE   490,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 BBG001T5K0S1 1,273,800 16,500 SH   SOLE   16,500 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 537,427 4,541 SH   SOLE   4,541 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,541,045 100,278 SH   SOLE   100,278 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 312,150 7,500 SH   SOLE   7,500 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 680,854 1,340 SH   SOLE   1,340 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 301,100 1,122 SH   SOLE   1,122 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 392,490 4,200 SH   SOLE   4,200 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 9,962,000 200,000 SH   SOLE   200,000 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 1,784,819 42,648 SH   SOLE   42,648 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 1,586,986 8,037 SH   SOLE   8,037 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1,853,159 12,692 SH   SOLE   12,692 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 BBG001SH81D4 359,280 6,000 SH   SOLE   6,000 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 345,561 823 SH   SOLE   823 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1,672,076 5,803 SH   SOLE   5,803 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 333,396 596 SH   SOLE   596 0 0
SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 2,087,209 25,970 SH   SOLE   25,970 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 494,477 899 SH   SOLE   899 0 0
STONECO LTD COM CL A G85158106 BBG00M4ZQF98 5,764,000 550,000 SH   SOLE   550,000 0 0
SUZANO S A SPON ADS 86959K105 BBG001SKWHM5 150,498 16,200 SH   SOLE   16,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 20,454,852 123,222 SH   SOLE   123,222 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 67,500 50,000 SH Call SOLE   50,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 2,694,250 13,000 SH   SOLE   13,000 0 0
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 249,588 1,250 SH   SOLE   1,250 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 401,652 807 SH   SOLE   807 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 919,500 10,000 SH Put SOLE   10,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 BBG001S62NT9 570,703 37,131 SH   SOLE   37,131 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 414,998 834 SH   SOLE   834 0 0
TIM S A SPONSORED ADR 88706T108 BBG00XS5MBP9 4,083,601 260,933 SH   SOLE   260,933 0 0
TRIP COM GROUP LTD ADS 89677Q107 BBG001S6VL20 826,540 13,000 SH   SOLE   13,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 6,979,624 95,795 SH   SOLE   95,795 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 17,375 12,500 SH Call SOLE   12,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 464,043 886 SH   SOLE   886 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 7,917,689 172,236 SH   SOLE   172,236 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 5,880 84,000 SH Put SOLE   84,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 3,758,040 65,700 SH   SOLE   65,700 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 1,032,460 14,300 SH   SOLE   14,300 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 BBG00PMMBRR0 5,071,781 108,930 SH   SOLE   108,930 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 3,755,731 31,980 SH   SOLE   31,980 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 133,250 12,500 SH Put SOLE   12,500 0 0
VTEX SHS CL A G9470A102 BBG011M1L6B0 8,473,694 1,671,340 SH   SOLE   1,671,340 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 780 26,000 SH Put SOLE   26,000 0 0
WALMART INC COM 931142103 BBG001S5XH92 41,000 10,000 SH Call SOLE   10,000 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 2,153,700 30,000 SH   SOLE   30,000 0 0
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 286,349 1,869 SH   SOLE   1,869 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG001S5XK22 1,081,117 4,829 SH   SOLE   4,829 0 0
WESTERN DIGITAL CORP COM 958102105 BBG001S5XD28 744,114 18,405 SH   SOLE   18,405 0 0
WESTERN DIGITAL CORP COM 958102105 BBG001S5XD28 50,175 22,500 SH Put SOLE   22,500 0 0
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 459,250 5,500 SH   SOLE   5,500 0 0
XP INC CL A G98239109 BBG00QVJYHP4 6,268,006 455,855 SH   SOLE   455,855 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 BBG001S61Q40 1,454,160 41,500 SH   SOLE   41,500 0 0