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
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,067,490 6,598 SH   SOLE   6,598 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 17,069,430 95,504 SH   SOLE   95,504 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 18,372,526 75,576 SH   SOLE   75,576 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 12,959,783 53,212 SH   SOLE   53,212 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 30,458,092 138,717 SH   SOLE   138,717 0 0
AMBEV SA SPONSORED ADR 02319V103 BBG005KLVT74 234,819 105,300 SH   SOLE   105,300 0 0
AMPLIFY ETF TR AMPLIFY JUNIOR S 032108649 BBG01L6XWL92 923,600 40,000 SH   SOLE   40,000 0 0
APA CORPORATION COM 03743Q108 BBG00YTS96H1 898,821 37,019 SH   SOLE   37,019 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFL2 595,983 4,472 SH   SOLE   4,472 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 1,710,844 2,381 SH   SOLE   2,381 0 0
AURA MINERALS INC SHS NEW G06973112 BBG001S5ZWZ8 249,381 6,702 SH   SOLE   6,702 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 BBG001SF7657 55,790 16,506 SH   SOLE   16,506 0 0
BANCO MACRO SA SPON ADR B 05961W105 BBG001SQK8Y2 1,265,993 29,936 SH   SOLE   29,936 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 676,758 13,118 SH   SOLE   13,118 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 5,027,400 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 1,364,068 1,170 SH   SOLE   1,170 0 0
BOEING CO COM 097023105 BBG001S5P0V3 455,401 2,110 SH   SOLE   2,110 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 5,464,061 1,012 SH   SOLE   1,012 0 0
BORR DRILLING LTD SHS G1466R173 BBG00FJ1SZG8 33,162 12,328 SH   SOLE   12,328 0 0
BRASKEM S A SP ADR PFD A 105532105 BBG001S5XRM5 88,330 36,500 SH   SOLE   36,500 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 8,283,380 25,108 SH   SOLE   25,108 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 1,664,780 24,275 SH   SOLE   24,275 0 0
CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 2,838,856 49,380 SH   SOLE   49,380 0 0
CI&T INC COM CL A G21307106 BBG00PVKYX69 309,000 60,000 SH   SOLE   60,000 0 0
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601 BBG001S64WN3 104,656 49,600 SH   SOLE   49,600 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 14,159,656 139,504 SH   SOLE   139,504 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HZT0 1,295,934 24,378 SH   SOLE   24,378 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 3,848,682 58,032 SH   SOLE   58,032 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 BBG001S8LTR3 496,332 20,400 SH   SOLE   20,400 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 353,767 3,740 SH   SOLE   3,740 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 BBG004NZ9JK5 502,600 70,000 SH   SOLE   70,000 0 0
COPA HOLDINGS SA CL A P31076105 BBG001SKXLQ1 420,623 3,540 SH   SOLE   3,540 0 0
COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ49 4,105,500 30,000 SH   SOLE   30,000 0 0
CREDICORP LTD COM G2519Y108 BBG001S8L8P1 579,692 2,177 SH   SOLE   2,177 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 BBG001S7XKP3 399,786 43,455 SH   SOLE   43,455 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 1,981,777 26,287 SH   SOLE   26,287 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 225,025 1,135 SH   SOLE   1,135 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 BBG005HJL932 6,596,000 200,000 SH   SOLE   200,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 308,237 2,154 SH   SOLE   2,154 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 4,226,195 36,910 SH   SOLE   36,910 0 0
DUPONT DE NEMOURS INC COM 26614N102 BBG00BN961H3 1,357,252 17,423 SH   SOLE   17,423 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 583,440 34,000 SH   SOLE   34,000 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109 BBG00YXTKLB4 43,442 14,627 SH   SOLE   14,627 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 216,082 1,433 SH   SOLE   1,433 0 0
EVE HLDG INC COM 29970N104 BBG00XZQN3Y2 2,272,665 596,500 SH   SOLE   596,500 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 BBG001S5W9K8 765,961 7,766 SH   SOLE   7,766 0 0
FORTINET INC COM 34959E109 BBG001S77BL6 437,216 5,200 SH   SOLE   5,200 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 1,068,823 14,232 SH   SOLE   14,232 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 324,052 527 SH   SOLE   527 0 0
GEOPARK LTD USD SHS G38327105 BBG001SLK3B9 509,600 80,000 SH   SOLE   80,000 0 0
GERDAU SA SPON ADR REP PFD 373737105 BBG001SCL1T3 170,500 55,000 SH   SOLE   55,000 0 0
GLOBAL X FDS ARTIFICIAL ETF 37954Y632 BBG00KX8KH01 6,870,149 139,100 SH   SOLE   139,100 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259 BBG001V0LJT6 355,776 5,100 SH   SOLE   5,100 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 BBG001T8JBX7 484,461 8,100 SH   SOLE   8,100 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 BBG001SSPRJ8 1,432,600 20,000 SH   SOLE   20,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 BBG001TF8NP6 2,631,193 55,196 SH   SOLE   55,196 0 0
GLOBANT S A COM L44385109 BBG00564Y4W2 1,847,636 32,200 SH   SOLE   32,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,743,210 2,189 SH   SOLE   2,189 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 717,534 6,908 SH   SOLE   6,908 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 BBG004T0ZN64 51,437 15,587 SH   SOLE   15,587 0 0
HESAI GROUP SPONSORED ADS 428050108 BBG01CCYDDZ3 562,000 20,000 SH   SOLE   20,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 674,544 2,600 SH   SOLE   2,600 0 0
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 1,995,659 10,170 SH   SOLE   10,170 0 0
HUT 8 CORP COM 44812J104 BBG00390LJJ8 417,720 12,000 SH   SOLE   12,000 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107 BBG00N9MJV02 37,290 18,929 SH   SOLE   18,929 0 0
INTER & CO INC CLASS A COM G4R20B107 BBG017Y8GKR7 106,810 11,572 SH   SOLE   11,572 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 894,530 13,000 SH   SOLE   13,000 0 0
INTERCORP FINL SVCS INC SHS P5626F128 BBG00PNFV2G9 5,231,049 129,674 SH   SOLE   129,674 0 0
INVESCO EXCH TRADED FD TR II INVESCO PHLX SM 46138G615 BBG011B9WCN7 2,723,771 54,345 SH   SOLE   54,345 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 BBG0027F1V40 7,038,900 90,000 SH   SOLE   90,000 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 14,270,771 194,213 SH   SOLE   194,213 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 6,224,636 10,368 SH   SOLE   10,368 0 0
IRSA INVERSIONES Y REP S A SPON GDS ECH 10 450047303 BBG001S8CL18 1,301,358 109,912 SH   SOLE   109,912 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6QS5 2,452,710 37,734 SH   SOLE   37,734 0 0
ISHARES INC CALL 464286903   325,500 10,500 SH Call SOLE   10,500 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 BBG001SFN5N1 8,897,651 287,021 SH   SOLE   287,021 0 0
ISHARES INC MSCI CHILE ETF 464286640 BBG001T0LL05 663,254 20,123 SH   SOLE   20,123 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG001SQLN69 4,375,126 103,260 SH   SOLE   103,260 0 0
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 2,323,620 26,000 SH   SOLE   26,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 2,018,164 49,056 SH   SOLE   49,056 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1,870,960 12,850 SH   SOLE   12,850 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 8,616,090 161,350 SH   SOLE   161,350 0 0
ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 4,164,800 80,000 SH   SOLE   80,000 0 0
ISHARES TR PUT 464287951   287,980 7,000 SH Put SOLE   7,000 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 592,074 1,850 SH   SOLE   1,850 0 0
JBS N.V. CL A SHS N4732M103 BBG01V30BCM3 143,174,788 9,589,738 SH   SOLE   9,589,738 0 0
JD.COM INC SPON ADS CL A 47215P106 BBG005YHY0R6 3,498,000 100,000 SH   SOLE   100,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 7,998,043 25,356 SH   SOLE   25,356 0 0
KENVUE INC COM 49177J102 BBG01C79X614 162,300 10,000 SH   SOLE   10,000 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 1,247,290 47,899 SH   SOLE   47,899 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 BBG004XB9HZ5 21,454,507 510,700 SH   SOLE   510,700 0 0
LARGO INC COM 517097101 BBG001S6KXR9 38,175 25,450 SH   SOLE   25,450 0 0
LATAM AIRLINES GROUP SA SPONSORED ADR 51817R205 BBG01PDH59W1 1,357,500 30,000 SH   SOLE   30,000 0 0
LENDINGCLUB CORP COM NEW 52603A208 BBG001YKDNH2 323,896 21,323 SH   SOLE   21,323 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 BBG012J3H0X2 2,622,000 95,000 SH   SOLE   95,000 0 0
LISTED FDS TR ROUNDHILL BALL 53656F417 BBG011J1MP12 903,310 43,850 SH   SOLE   43,850 0 0
LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 6,810,497 20,471 SH   SOLE   20,471 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 4,351,397 7,650 SH   SOLE   7,650 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 285,840 370 SH   SOLE   370 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 43,486,312 59,215 SH   SOLE   59,215 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 39,171,523 75,628 SH   SOLE   75,628 0 0
NASDAQ INC COM 631103108 BBG001SKTBJ6 238,815 2,700 SH   SOLE   2,700 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 7,955,449 496,905 SH   SOLE   496,905 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 37,378,131 200,333 SH   SOLE   200,333 0 0
PACKAGING CORP AMER COM 695156109 BBG001S5V741 226,429 1,039 SH   SOLE   1,039 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 212,702 1,166 SH   SOLE   1,166 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 BBG001T5K0S1 5,103,118 84,967 SH   SOLE   84,967 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 3,876,810 29,332 SH   SOLE   29,332 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 BBG001SFJFD5 152,478 12,900 SH   SOLE   12,900 0 0
PONY AI INC SPONSORED ADS 732908108 BBG01QDDKKH3 1,124,500 50,000 SH   SOLE   50,000 0 0
QXO INC COM NEW 82846H405 BBG001SCBW07 762,400 40,000 SH   SOLE   40,000 0 0
REKOR SYSTEMS INC COM 759419104 BBG00GX2L937 102,405 65,226 SH   SOLE   65,226 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 652,191 1,340 SH   SOLE   1,340 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,639,329 6,917 SH   SOLE   6,917 0 0
SAP SE SPON ADR 803054204 BBG001S6RD41 374,094 1,400 SH   SOLE   1,400 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 540,949 15,739 SH   SOLE   15,739 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 354,858 3,972 SH   SOLE   3,972 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 2,881,903 68,405 SH   SOLE   68,405 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 3,041,751 12,693 SH   SOLE   12,693 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2,937,600 21,108 SH   SOLE   21,108 0 0
SES AI CORPORATION CL A COM 78397Q109 BBG00YMWPMV0 77,889 46,640 SH   SOLE   46,640 0 0
SMARTRENT INC COM CL A 83193G107 BBG00Z0H9PZ1 22,842 16,200 SH   SOLE   16,200 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG001S7G2C6 647,494 15,065 SH   SOLE   15,065 0 0
SOLIGENIX INC COM NEW 834223604 BBG001SBZ0D9 53,792 46,372 SH   SOLE   46,372 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 520,780 1,123 SH   SOLE   1,123 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 333,431 938 SH   SOLE   938 0 0
SPDR GOLD TR PUT 78463V957   213,282 600 SH Put SOLE   600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 295,784 444 SH   SOLE   444 0 0
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 2,260,865 21,633 SH   SOLE   21,633 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 17,743,852 63,532 SH   SOLE   63,532 0 0
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 296,915 698 SH   SOLE   698 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 1,062,204 6,340 SH   SOLE   6,340 0 0
TASEKO MINES LTD COM 876511106 BBG001S60ML1 1,692,000 400,000 SH   SOLE   400,000 0 0
TEGNA INC COM 87901J105 BBG001S5RHD4 336,238 16,539 SH   SOLE   16,539 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209 BBG001S8DVV2 2,724,832 374,805 SH   SOLE   374,805 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 904,529 3,138 SH   SOLE   3,138 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 417,117 860 SH   SOLE   860 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 509,648 3,526 SH   SOLE   3,526 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG001S7B678 38,214 12,248 SH   SOLE   12,248 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 BBG001S80GV9 4,227,324 201,014 SH   SOLE   201,014 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 5,330,842 54,413 SH   SOLE   54,413 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 5,858,360 16,966 SH   SOLE   16,966 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 8,404,000 110,000 SH   SOLE   110,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 2,970,900 30,000 SH   SOLE   30,000 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 8,827,063 25,857 SH   SOLE   25,857 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 BBG00PMMBRR0 2,132,078 61,979 SH   SOLE   61,979 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 1,354,787 6,915 SH   SOLE   6,915 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 BBG001V0ZQH8 1,281,147 124,022 SH   SOLE   124,022 0 0
VTEX SHS CL A G9470A102 BBG011M1L6B0 2,036,700 465,000 SH   SOLE   465,000 0 0
WESTERN DIGITAL CORP COM 958102105 BBG001S5XD28 2,894,046 24,105 SH   SOLE   24,105 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 342,102 13,800 SH   SOLE   13,800 0 0
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 2,847,209 22,197 SH   SOLE   22,197 0 0
XP INC CL A G98239109 BBG00QVJYHP4 1,154,927 61,465 SH   SOLE   61,465 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 BBG010FXVQB5 993,500 50,000 SH   SOLE   50,000 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 4,071,939 27,829 SH   SOLE   27,829 0 0