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
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 11,373,049 121,468 SH   SOLE   121,468 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 2,808,900 30,000 SH Call SOLE   30,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 1,251,250 55,000 SH   SOLE   55,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,596,949 27,487 SH   SOLE   27,487 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 7,530,589 59,240 SH   SOLE   59,240 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302 BBG001SZYYL4 399,500 50,000 SH Put SOLE   50,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 5,194,618 69,059 SH   SOLE   69,059 0 0
APPLE INC COM 037833100 BBG001S5N8V8 1,100,195 6,426 SH   SOLE   6,426 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 BBG001SF7657 1,409,553 494,580 SH   SOLE   494,580 0 0
BAYTEX ENERGY CORP COM 07317Q105 BBG001S998N5 447,220 101,414 SH   SOLE   101,414 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNS07 1,052,200 20,000 SH   SOLE   20,000 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 BBG001S8LLN4 1,870,964 154,370 SH   SOLE   154,370 0 0
COSAN S A ADS 22113B103 BBG00YPGPD88 3,365,971 247,680 SH   SOLE   247,680 0 0
COTY INC COM CL A 222070203 BBG001S8GLM1 552,410 50,000 SH   SOLE   50,000 0 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 2,873,262 28,941 SH   SOLE   28,941 0 0
ENEL CHILE S.A. SPONSORED ADR 29278D105 BBG00CMP50J7 3,225,808 1,089,800 SH   SOLE   1,089,800 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 4,421,315 47,798 SH   SOLE   47,798 0 0
ENVIVA INC COM 29415B103 BBG007FH8JY3 4,952,266 662,954 SH   SOLE   662,954 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 1,274,953 25,147 SH   SOLE   25,147 0 0
FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 4,458,132 130,431 SH   SOLE   130,431 0 0
GERDAU SA SPON ADR REP PFD 373737105 BBG001SCL1T3 3,044,548 638,270 SH   SOLE   638,270 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 BBG001TF8NP6 8,450,000 312,500 SH Put SOLE   312,500 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 BBG001T9M4T2 6,699,261 57,907 SH   SOLE   57,907 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 BBG001T9M4T2 1,156,900 10,000 SH Put SOLE   10,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 8,956,750 25,000 SH Put SOLE   25,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1,995,525 22,500 SH Call SOLE   22,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 27,511,610 1,037,000 SH Call SOLE   1,037,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 27,511,610 1,037,000 SH Put SOLE   1,037,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 52,285,200 1,360,000 SH Call SOLE   1,360,000 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 6,344,064 1,181,390 SH   SOLE   1,181,390 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 1,061,167 19,943 SH   SOLE   19,943 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 BBG004XB9HZ5 10,948,000 400,000 SH Call SOLE   400,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,588,460 6,538 SH   SOLE   6,538 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 5,497,528 4,336 SH   SOLE   4,336 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 9,592,010 31,951 SH   SOLE   31,951 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,701,890 9,000 SH Put SOLE   9,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,050,145 9,660 SH   SOLE   9,660 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,578,750 5,000 SH Put SOLE   5,000 0 0
NATURA &CO HLDG S A ADS 63884N108 BBG00R4ZKQD4 2,098,549 363,700 SH   SOLE   363,700 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 2,672,326 108,279 SH   SOLE   108,279 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 6,799,521 937,865 SH   SOLE   937,865 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,827,435 6,500 SH   SOLE   6,500 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 1,784,092 1,963 SH   SOLE   1,963 0 0
PEMBINA PIPELINE CORP COM 706327103 BBG001SB0CJ5 1,087,654 36,175 SH   SOLE   36,175 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 8,458,407 564,270 SH   SOLE   564,270 0 0
PG&E CORP COM 69331C108 BBG001S5V206 2,509,328 155,569 SH   SOLE   155,569 0 0
PPL CORP COM 69351T106 BBG001S5VC31 8,036,693 341,116 SH   SOLE   341,116 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 4,030,850 19,000 SH   SOLE   19,000 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 4,349,075 20,500 SH Put SOLE   20,500 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1,540,246 17,040 SH   SOLE   17,040 0 0
SEMPRA COM 816851109 BBG001SBVZ73 3,790,564 55,719 SH   SOLE   55,719 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 BBG00ZDRF822 2,519,677 206,870 SH   SOLE   206,870 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 512,500 10,000 SH   SOLE   10,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG001S7G2C6 6,122,142 102,600 SH   SOLE   102,600 0 0
SOUTHERN CO COM 842587107 BBG001S5W777 1,318,088 20,366 SH   SOLE   20,366 0 0
SOVOS BRANDS INC COM 84612U107 BBG00FX43WV3 225,500 10,000 SH Call SOLE   10,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 24,003,000 140,000 SH Call SOLE   140,000 0 0
SPDR INDEX SHS FDS EURO STOXX 50 78463X202 BBG001SLBK12 7,351,750 175,000 SH Put SOLE   175,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 82,033,412 191,900 SH Put SOLE   191,900 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 BBG001SQDKH2 3,828,500 50,000 SH Put SOLE   50,000 0 0
SUZANO S A SPON ADS 86959K105 BBG001SKWHM5 1,957,790 182,120 SH   SOLE   182,120 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,622,060 18,250 SH   SOLE   18,250 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 BBG001S68BK8 300,664 12,242 SH   SOLE   12,242 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 1,398,075 3,500 SH   SOLE   3,500 0 0
VALE S A SPONSORED ADS 91912E105 BBG001SB54S8 6,419,538 479,070 SH   SOLE   479,070 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,174,661 5,107 SH   SOLE   5,107 0 0
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 3,111,511 18,690 SH   SOLE   18,690 0 0
XP INC CL A G98239109 BBG00QVJYHP4 5,182,124 224,821 SH   SOLE   224,821 0 0