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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SPORTS ENTERTAINMENT ACQU CO *W EXP 10/30/202 84918M114 436 200,000 SH   SOLE 0 200,000 0 0
HUYA INC ADS REP SHS A 44852D108 521 29,500 SH   SOLE 0 29,500 0 0
ALPHABET INC CAP STK CL C 02079K107 501 200 SH   SOLE 0 200 0 0
CF FIN ACQUISITION CORP III CL A 12529D108 75 7,500 SH   SOLE 0 7,500 0 0
FACEBOOK INC CL A 30303M102 382 1,100 SH   SOLE 0 1,100 0 0
VALARIS LIMITED CL A G9460G101 4,672 161,778 SH   SOLE 0 161,778 0 0
VASTA PLATFORM LTD CL A G9440A109 6,862 845,061 SH   SOLE 0 845,061 0 0
ZYNGA INC CL A 98986T108 2,604 245,000 SH   SOLE 0 245,000 0 0
AFYA LTD CL A COM G01125106 271 10,500 SH   SOLE 0 10,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,783 75,000 SH   SOLE 0 75,000 0 0
VIACOMCBS INC CL B 92556H206 2,983 66,000 SH   SOLE 0 66,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 95 1,000 SH   SOLE 0 1,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 98 2,466 SH   SOLE 0 2,466 0 0
BARRICK GOLD CORP COM 067901108 207 10,000 SH   SOLE 0 10,000 0 0
BRAEMAR HOTELS & RESORTS INC C COM 10482B101 6,210 1,000,000 SH   SOLE 0 1,000,000 0 0
KATAPULT HOLDINGS INC COM 485859102 1,967 182,000 SH   SOLE 0 182,000 0 0
LAM RESEARCH CORP COM 512807108 130 200 SH   SOLE 0 200 0 0
LOCKHEED MARTIN CORP COM 539830109 1,324 3,500 SH   SOLE 0 3,500 0 0
MICRON TECHNOLOGY INC COM 595112103 297 3,500 SH   SOLE 0 3,500 0 0
NEWMONT CORP COM 651639106 1,870 29,500 SH   SOLE 0 29,500 0 0
NORTHROP GRUMMAN CORP COM 666807102 273 750 SH   SOLE 0 750 0 0
PAN AMERN SILVER CORP COM 697900108 4,900 171,500 SH   SOLE 0 171,500 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 299 3,500 SH   SOLE 0 3,500 0 0
ARCO PLATFORM LTD COM CL A G04553106 1,185 38,637 SH   SOLE 0 38,637 0 0
GORES HOLDINGS VI INC COM CL A 38286R105 1,653 102,000 SH   SOLE 0 102,000 0 0
OPEN LENDING CORP COM CL A 68373J104 539 12,500 SH   SOLE 0 12,500 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,345 28,500 SH   SOLE 0 28,500 0 0
ORGENESIS INC COM NEW 68619K204 275 54,167 SH   SOLE 0 54,167 0 0
TELEFONICA BRASIL SA NEW ADR 87936R205 2,550 300,000 SH   SOLE 0 300,000 0 0
SUSTAINABLE OPPORTNTS ACQ CO ORD SHS A G8598Y109 498 50,000 SH   SOLE 0 50,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 2,851 200,062 SH   SOLE 0 200,062 0 0
FAR PEAK ACQUISITION CORP SHS CL A G3312L103 254 25,500 SH   SOLE 0 25,500 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 8,834 325,250 SH   SOLE 0 325,250 0 0
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601 4,936 2,073,952 SH   SOLE 0 2,073,952 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 608 9,500 SH   SOLE 0 9,500 0 0
JD.COM INC SPON ADR CL A 47215P106 2,019 25,300 SH   SOLE 0 25,300 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 1,803 300,000 SH   SOLE 0 300,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3,550 75,000 SH   SOLE 0 75,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 5,046 326,000 SH   SOLE 0 326,000 0 0
SEA LTD SPONSORD ADS 81141R100 3,227 11,750 SH   SOLE 0 11,750 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 2,946 331,000 SH   SOLE 0 331,000 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 3,630 973,300 SH   SOLE 0 973,300 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 4,400 263,000 SH   SOLE 0 263,000 0 0
SONY CORP SPONSORED ADR 835699307 583 6,000 SH   SOLE 0 6,000 0 0
TIM S A SPONSORED ADR 88706T108 4,896 425,000 SH   SOLE 0 425,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,245 14,310 SH   SOLE 0 14,310 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 1,543 101,937 SH   SOLE 0 101,937 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206 3,677 33,944 SH   SOLE 0 33,944 0 0
RMG ACQUISITION CORP II UNIT 12/09/2025 G76083115 2,785 265,000 SH   SOLE 0 265,000 0 0
APOLLO STRATEGIC GRWT CPTL I UNIT 99/99/9999 G0412A110 100 10,000 SH   SOLE 0 10,000 0 0
COMPUTE HEALTH ACQUISITIN CO UNIT 99/99/9999 204833206 256 25,000 SH   SOLE 0 25,000 0 0
DPCM CAP INC UNIT 99/99/9999 23344P200 31 3,000 SH   SOLE 0 3,000 0 0
LAZARD GROWTH ACQUISITION CO UNIT 99/99/9999 G54035129 585 58,571 SH   SOLE 0 58,571 0 0
MARLIN TECHNOLOGY CORP UNIT 99/99/9999 G58411128 2,042 202,776 SH   SOLE 0 202,776 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 157 15,000 SH   SOLE 0 15,000 0 0
SPARTAN ACQUISITION CORP III UNIT 99/99/9999 84677R205 101 10,000 SH   SOLE 0 10,000 0 0
AMC ENTMT HLDGS INC PUT 00165C954 11 1,500 SH Put SOLE 0 1,500 0 0
BEYOND MEAT INC PUT 08862E959 2 500 SH Put SOLE 0 500 0 0
DOORDASH INC PUT 25809K955 7 10,600 SH Put SOLE 0 10,600 0 0
GAMESTOP CORP NEW PUT 36467W959 4 5,100 SH Put SOLE 0 5,100 0 0
TESLA INC PUT 88160R951 1 100 SH Put SOLE 0 100 0 0