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
ADOBE INC COM 00724F101 BBG001S5NCQ5 879,518 1,743 SH   SOLE   1,743 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 3,784,500 7,500 SH Call SOLE   7,500 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 3,784,500 7,500 SH Put SOLE   7,500 0 0
AES CORP COM 00130H105 BBG001S6B1L5 1,137,479 63,440 SH   SOLE   63,440 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 3,216,000 150,000 SH   SOLE   150,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1,811,160 12,000 SH   SOLE   12,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,297,603 15,090 SH   SOLE 1 15,090 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 3,058,884 16,958 SH   SOLE 1 16,958 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 12,626,600 70,000 SH   SOLE   70,000 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302 BBG001SZYYL4 186,000 50,000 SH Put SOLE   50,000 0 0
AMEREN CORP COM 023608102 BBG001S5NF24 5,080,608 68,694 SH   SOLE   68,694 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 2,037,126 23,660 SH   SOLE   23,660 0 0
ANSYS INC COM 03662Q105 BBG001S926L8 3,471,600 10,000 SH   SOLE   10,000 0 0
APPLE INC COM 037833100 BBG001S5N8V8 970,062 5,657 SH   SOLE   5,657 0 0
APPLE INC COM 037833100 BBG001S5N8V8 1,263,808 7,370 SH   SOLE 1 7,370 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 480,315 3,179 SH   SOLE 1 3,179 0 0
AUNA S A CLASS A L0415A103 BBG01KY2P8C4 1,171,500 110,000 SH   SOLE   110,000 0 0
AXONICS INC COM 05465P101 BBG0067QVJ69 689,700 10,000 SH   SOLE   10,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 BBG001SF7657 1,414,499 494,580 SH   SOLE   494,580 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 14,151,339 33,652 SH   SOLE 1 33,652 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,943,640 7,000 SH Call SOLE   7,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,943,640 7,000 SH Put SOLE   7,000 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 949,787 2,592 SH   SOLE 1 2,592 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 1,697,591 84,922 SH   SOLE   84,922 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 861,519 13,623 SH   SOLE 1 13,623 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 843,634 19,461 SH   SOLE 1 19,461 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 BBG001S8LLN4 2,598,047 154,370 SH   SOLE   154,370 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 899,254 3,309 SH   SOLE 1 3,309 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1,037,933 5,615 SH   SOLE 1 5,615 0 0
COSAN S A ADS 22113B103 BBG00YPGPD88 3,207,456 247,680 SH   SOLE   247,680 0 0
CRESCENT PT ENERGY CORP COM 22576C101 BBG001SLLJ78 1,027,280 125,431 SH   SOLE   125,431 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 1,392,002 4,342 SH   SOLE 1 4,342 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 411,810 3,000 SH   SOLE 1 3,000 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 BBG005HJL932 16,247,250 675,000 SH Call SOLE   675,000 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 BBG001SNTT01 382,686 33,277 SH   SOLE   33,277 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 4,894,400 40,000 SH Call SOLE   40,000 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 4,894,400 40,000 SH Put SOLE   40,000 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 5,278,000 100,000 SH Call SOLE   100,000 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 5,278,000 100,000 SH Put SOLE   100,000 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 797,409 1,025 SH   SOLE 1 1,025 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 94,133 121 SH   SOLE   121 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 883,995 7,794 SH   SOLE 1 7,794 0 0
ENEL CHILE S.A. SPONSORED ADR 29278D105 BBG00CMP50J7 3,323,890 1,089,800 SH   SOLE   1,089,800 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 2,287,972 21,650 SH   SOLE   21,650 0 0
ENVIVA INC COM 29415B103 BBG007FH8JY3 291,766 662,954 SH   SOLE 1 662,954 0 0
EQUINIX INC COM 29444U700 BBG001SKBNS9 836,059 1,013 SH   SOLE 1 1,013 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 6,019,983 112,776 SH   SOLE   112,776 0 0
EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 1,114,531 18,647 SH   SOLE   18,647 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 5,794,800 20,000 SH Call SOLE   20,000 0 0
FEDEX CORP COM 31428X106 BBG001S5R3M5 5,794,800 20,000 SH Put SOLE   20,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 2,093,970 44,600 SH Call SOLE   44,600 0 0
GERDAU SA SPON ADR REP PFD 373737105 BBG001SCL1T3 2,821,153 638,270 SH   SOLE   638,270 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 BBG001TF8NP6 5,189,400 180,000 SH Call SOLE   180,000 0 0
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 519,961 21,611 SH   SOLE   21,611 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 617,346 1,478 SH   SOLE 1 1,478 0 0
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 791,467 2,373 SH   SOLE 1 2,373 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 5,579,755 36,555 SH   SOLE   36,555 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 1,526,400 10,000 SH Put SOLE   10,000 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 BBG003MN93D8 1,241,901 23,344 SH   SOLE   23,344 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 20,868 47 SH   SOLE 1 47 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 22,200,500 50,000 SH Put SOLE   50,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 BBG001SFN5N1 7,456,600 230,000 SH Call SOLE   230,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 BBG001SFN5N1 9,726,000 300,000 SH Put SOLE   300,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 6,039,900 90,000 SH Call SOLE   90,000 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 1,384,360 14,142 SH   SOLE 1 14,142 0 0
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 3,597,926 38,025 SH   SOLE 1 38,025 0 0
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 13,673,500 145,000 SH Put SOLE   145,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 15,645,500 650,000 SH Call SOLE   650,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 9,628,000 400,000 SH Put SOLE   400,000 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,909,646 4,211 SH   SOLE 1 4,211 0 0
ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 984,285 3,375 SH   SOLE 1 3,375 0 0
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 12,257,857 112,540 SH   SOLE 1 112,540 0 0
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 1,086,546 9,579 SH   SOLE 1 9,579 0 0
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 234,865 2,079 SH   SOLE 1 2,079 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 1,056,578 25,720 SH   SOLE 1 25,720 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 4,108,000 100,000 SH Call SOLE   100,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 13,732,744 43,280 SH   SOLE 1 43,280 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 27,759,600 132,000 SH Call SOLE   132,000 0 0
ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 377,355 3,565 SH   SOLE 1 3,565 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 8,187,033 1,181,390 SH   SOLE   1,181,390 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1,383,472 6,907 SH   SOLE 1 6,907 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 5,508,250 27,500 SH Call SOLE   27,500 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 5,508,250 27,500 SH Put SOLE   27,500 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 BBG001SM6C41 91,403 10,653 SH   SOLE   10,653 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 1,926,875 12,500 SH   SOLE   12,500 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 815,136 3,200 SH   SOLE 1 3,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 4,352,430 9,038 SH   SOLE   9,038 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 844,674 1,754 SH   SOLE 1 1,754 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 5,668,338 3,749 SH   SOLE   3,749 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1,600,957 3,297 SH   SOLE 1 3,297 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 11,041,118 22,738 SH   SOLE   22,738 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,427,900 5,000 SH Call SOLE   5,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,427,900 5,000 SH Put SOLE   5,000 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 7,073,400 60,000 SH Call SOLE   60,000 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 7,073,400 60,000 SH Put SOLE   60,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,136,150 12,208 SH   SOLE   12,208 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,734,731 8,877 SH   SOLE 1 8,877 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 34,943 10,852 SH   SOLE   10,852 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 553,141 8,655 SH   SOLE   8,655 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 5,045,876 182,425 SH   SOLE   182,425 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 9,332,314 782,256 SH   SOLE   782,256 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,942,714 6,577 SH   SOLE   6,577 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3,653,997 4,044 SH   SOLE 1 4,044 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 1,136,155 17,482 SH   SOLE 1 17,482 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 2,967,826 2,629 SH   SOLE   2,629 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 919,729 3,237 SH   SOLE 1 3,237 0 0
PEMBINA PIPELINE CORP COM 706327103 BBG001SB0CJ5 2,207,124 62,454 SH   SOLE   62,454 0 0
PEPSICO INC COM 713448108 BBG001S695T1 817,997 4,674 SH   SOLE 1 4,674 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 8,582,547 564,270 SH   SOLE   564,270 0 0
PG&E CORP COM 69331C108 BBG001S5V206 4,669,822 278,629 SH   SOLE   278,629 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 6,905,325 26,306 SH   SOLE   26,306 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 1,294,130 19,379 SH   SOLE   19,379 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 110,617 260 SH   SOLE   260 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 881,107 2,071 SH   SOLE 1 2,071 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 83,427 277 SH   SOLE   277 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,150,508 3,820 SH   SOLE 1 3,820 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 390,476 3,100 SH   SOLE   3,100 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2,426,022 16,422 SH   SOLE 1 16,422 0 0
SEMPRA COM 816851109 BBG001SBVZ73 3,434,623 47,816 SH   SOLE   47,816 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 BBG00ZDRF822 3,057,539 206,870 SH   SOLE   206,870 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 2,287,200 3,000 SH   SOLE   3,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG001S7G2C6 2,880,776 58,600 SH   SOLE   58,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 20,559,266 39,305 SH   SOLE 1 39,305 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3,138,420 6,000 SH Call SOLE   6,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 26,153,500 50,000 SH Put SOLE   50,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 6,816,920 44,000 SH Call SOLE   44,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 BBG001SMH2R6 5,028,000 100,000 SH Call SOLE   100,000 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 BBG001SPYW58 1,371,188 57,444 SH   SOLE   57,444 0 0
STONECO LTD COM CL A G85158106 BBG00M4ZQF98 4,979,578 299,794 SH   SOLE   299,794 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 1,034,602 2,891 SH   SOLE 1 2,891 0 0
SUZANO S A SPON ADS 86959K105 BBG001SKWHM5 2,327,494 182,120 SH   SOLE   182,120 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 952,350 7,000 SH   SOLE   7,000 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 5,316,300 30,000 SH Call SOLE   30,000 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 5,316,300 30,000 SH Put SOLE   30,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 BBG001S5WXH9 532,411 120,183 SH   SOLE   120,183 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 2,690,774 26,531 SH   SOLE   26,531 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 801,081 10,405 SH   SOLE 1 10,405 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 72,832 101 SH   SOLE   101 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 1,003,785 1,392 SH   SOLE 1 1,392 0 0
UNITED STATES STL CORP NEW COM 912909108 BBG001S5XL75 1,096,370 26,885 SH   SOLE   26,885 0 0
UNITED STATES STL CORP NEW COM 912909108 BBG001S5XL75 142,730 3,500 SH Put SOLE   3,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1,082,403 2,064 SH   SOLE 1 2,064 0 0
VALE S A SPONSORED ADS 91912E105 BBG001SB54S8 5,839,863 479,070 SH   SOLE   479,070 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 5,624,750 25,000 SH Call SOLE   25,000 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 205,357 1,425 SH   SOLE 1 1,425 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 8,368,671 213,650 SH   SOLE 1 213,650 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,314,746 4,711 SH   SOLE 1 4,711 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 160,192 574 SH   SOLE   574 0 0
VIZIO HLDG CORP CL A COM 92858V101 BBG00ZHDJWD0 218,800 20,000 SH   SOLE   20,000 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 5,796,000 100,000 SH Call SOLE   100,000 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 5,796,000 100,000 SH Put SOLE   100,000 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 3,350,291 62,331 SH   SOLE   62,331 0 0
XP INC CL A G98239109 BBG00QVJYHP4 5,141,340 200,364 SH   SOLE   200,364 0 0