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
ADVANCE AUTO PARTS INC COM 00751Y106   6,433,350 165,000 SH   SOLE 0 165,000 0 0
AERCAP HOLDINGS NV SHS N00985106   26,431,142 279,045 SH   SOLE 0 279,045 0 0
AGNICO EAGLE MINES LTD COM 008474108   1,208,400 15,000 SH   SOLE 0 15,000 0 0
ALBEMARLE CORP COM 012653101   8,535,265 90,120 SH   SOLE 0 90,120 0 0
ALPHABET INC CAP STK CL A 02079K305   3,130,585 18,876 SH   SOLE 0 18,876 0 0
AMAZON COM INC COM 023135106   6,432,112 34,520 SH   SOLE 0 34,520 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   955,400 85,000 SH   SOLE 0 85,000 0 0
APPLE INC COM 037833100   1,856,078 7,966 SH   SOLE 0 7,966 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   2,180,000 250,000 SH   SOLE 0 250,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   7,639,313 2,026,343 SH   SOLE 0 2,026,343 0 0
ARK ETF TR INNOVATION ETF 00214Q104   19,012,000 400,000 SH Put SOLE 0 400,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   9,829,658 199,425 SH   SOLE 0 199,425 0 0
BLACKSTONE INC COM 09260D107   12,536,141 81,866 SH   SOLE 0 81,866 0 0
BLOOMIN BRANDS INC COM 094235108   4,662,452 282,060 SH   SOLE 0 282,060 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   6,849,367 164,096 SH   SOLE 0 164,096 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   4,704,700 55,000 SH   SOLE 0 55,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   15,381,105 362,420 SH   SOLE 0 362,420 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   46,684,000 1,100,000 SH Call SOLE 0 1,100,000 0 0
CARMAX INC COM 143130102   15,476,000 200,000 SH Put SOLE 0 200,000 0 0
CELESTICA INC COM 15101Q207   2,494,656 48,800 SH   SOLE 0 48,800 0 0
CI&T INC COM CL A G21307106   15,177,089 2,235,212 SH   SOLE 0 2,235,212 0 0
CLARIVATE PLC ORD SHS G21810109   7,357,254 1,036,233 SH   SOLE 0 1,036,233 0 0
CROCS INC COM 227046109   3,850,932 26,593 SH   SOLE 0 26,593 0 0
CROWN CASTLE INC COM 22822V101   5,798,397 48,878 SH   SOLE 0 48,878 0 0
CROWN HLDGS INC COM 228368106   9,743,134 101,618 SH   SOLE 0 101,618 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   57,180,000 2,000,000 SH Call SOLE 0 2,000,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   583,217 4,920 SH   SOLE 0 4,920 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,051,353 20,700 SH   SOLE 0 20,700 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,306,000 20,000 SH   SOLE 0 20,000 0 0
ECOLAB INC COM 278865100   13,648,665 53,455 SH   SOLE 0 53,455 0 0
FLEX LTD ORD Y2573F102   1,628,041 48,700 SH   SOLE 0 48,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857   998,400 20,000 SH   SOLE 0 20,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   12,480,000 250,000 SH Put SOLE 0 250,000 0 0
GLOBANT S A COM L44385109   26,154,480 132,000 SH   SOLE 0 132,000 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107   4,915,652 659,819 SH   SOLE 0 659,819 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   691,548 33,800 SH   SOLE 0 33,800 0 0
IRSA INVERSIONES Y REP S A SPON GDS ECH 10 450047303   341,400 30,000 SH   SOLE 0 30,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   119,322,000 4,200,000 SH Call SOLE 0 4,200,000 0 0
ISHARES TR RUS MID CAP ETF 464287499   16,628,492 188,660 SH   SOLE 0 188,660 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   13,042,578 34,745 SH   SOLE 0 34,745 0 0
ISHARES TR SELECT DIVID ETF 464287168   10,798,171 79,945 SH   SOLE 0 79,945 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   344,588,400 1,560,000 SH Put SOLE 0 1,560,000 0 0
ISHARES TR US HOME CONS ETF 464288752   57,195,000 450,000 SH Put SOLE 0 450,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   80,300,000 1,000,000 SH Put SOLE 0 1,000,000 0 0
JABIL INC COM 466313103   2,372,634 19,800 SH   SOLE 0 19,800 0 0
KROGER CO COM 501044101   9,168,000 160,000 SH   SOLE 0 160,000 0 0
LOWES COS INC COM 548661107   2,634,016 9,725 SH   SOLE 0 9,725 0 0
MICRON TECHNOLOGY INC COM 595112103   2,240,136 21,600 SH   SOLE 0 21,600 0 0
MICROSOFT CORP COM 594918104   11,972,237 27,823 SH   SOLE 0 27,823 0 0
NUTANIX INC CL A 67059N108   17,058,490 287,907 SH   SOLE 0 287,907 0 0
NVIDIA CORPORATION COM 67066G104   1,420,848 11,700 SH   SOLE 0 11,700 0 0
NVIDIA CORPORATION COM 67066G104   18,216,000 150,000 SH Put SOLE 0 150,000 0 0
ORACLE CORP COM 68389X105   13,552,082 79,531 SH   SOLE 0 79,531 0 0
PACER FDS TR PACER US SMALL 69374H857   31,678,864 680,973 SH   SOLE 0 680,973 0 0
PERRIGO CO PLC SHS G97822103   13,602,747 518,595 SH   SOLE 0 518,595 0 0
PHILIP MORRIS INTL INC COM 718172109   9,226,400 76,000 SH   SOLE 0 76,000 0 0
PLANET FITNESS INC CL A 72703H101   7,358,532 90,600 SH   SOLE 0 90,600 0 0
RB GLOBAL INC COM 74935Q107   36,618,121 454,940 SH   SOLE 0 454,940 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   769,996 7,030 SH   SOLE 0 7,030 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   9,404,366 46,935 SH   SOLE 0 46,935 0 0
SHERWIN WILLIAMS CO COM 824348106   4,567,445 11,967 SH   SOLE 0 11,967 0 0
SHIFT4 PMTS INC CL A 82452J109   12,404,000 140,000 SH   SOLE 0 140,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   2,595,600 210,000 SH Call SOLE 0 210,000 0 0
SNOWFLAKE INC CL A 833445109   13,783,200 120,000 SH Put SOLE 0 120,000 0 0
SOUTHWEST AIRLS CO COM 844741108   977,790 33,000 SH   SOLE 0 33,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   31,155,168 54,300 SH   SOLE 0 54,300 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   38,845,000 500,000 SH Put SOLE 0 500,000 0 0
STONECO LTD COM CL A G85158106   20,831,000 1,850,000 SH   SOLE 0 1,850,000 0 0
TECK RESOURCES LTD CL B 878742204   5,485,200 105,000 SH   SOLE 0 105,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   48,832,219 293,816 SH   SOLE 0 293,816 0 0
T-MOBILE US INC COM 872590104   12,645,328 61,278 SH   SOLE 0 61,278 0 0
UNITED AIRLS HLDGS INC COM 910047109   1,169,730 20,500 SH   SOLE 0 20,500 0 0
VALE S A SPONSORED ADS 91912E105   20,018,165 1,713,884 SH   SOLE 0 1,713,884 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   9,644,322 25,120 SH   SOLE 0 25,120 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,223,476 32,400 SH   SOLE 0 32,400 0 0
WASTE CONNECTIONS INC COM 94106B101   7,414,056 41,461 SH   SOLE 0 41,461 0 0
WESTERN DIGITAL CORP. COM 958102105   622,805 9,120 SH   SOLE 0 9,120 0 0