ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10036800 80000 SH SOLE 80000 0 0 ALIBABA GROUP HLDG LTD NOTE 0.500% 6/0 01609WBG6 32594500 235000 SH SOLE 235000 0 0 ALPHABET INC CAP STK CL A 02079K305 1719609 5980 SH SOLE 5980 0 0 AMAZON COM INC COM 023135106 146654362 704155 SH SOLE 704155 0 0 ANTERO RESOURCES CORP COM 03674X106 49654800 1170000 SH SOLE 1170000 0 0 API GROUP CORP COM STK 00187Y100 7000397 172764 SH SOLE 172764 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 53927280 484000 SH SOLE 484000 0 0 ARHAUS INC COM CL A 04035M102 13351922 1969310 SH SOLE 1969310 0 0 ASSURED GUARANTY LTD COM G0585R106 30962400 380000 SH SOLE 380000 0 0 AURA BIOSCIENCES INC COM 05153U107 30905004 4619582 SH SOLE 4619582 0 0 BAIDU INC SPON ADR REP A 056752108 17804916 159800 SH SOLE 159800 0 0 BARRICK MNG CORP COM SHS 06849F108 36711000 900000 SH SOLE 900000 0 0 BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 15361588 3310687 SH SOLE 3310687 0 0 BIOCERES CROP SOLUTIONS CORP SHS G1117K114 369155 829748 SH SOLE 829748 0 0 BIONTECH SE SPONSORED ADS 09075V102 55461120 624000 SH SOLE 624000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 39436070 479000 SH SOLE 479000 0 0 CABLE ONE INC COM 12685J105 1803860 19777 SH SOLE 19777 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 71757450 2715000 SH SOLE 2715000 0 0 CAPITAL ONE FINL CORP COM 14040H105 26452350 145000 SH SOLE 145000 0 0 CELLECTIS S A SPON ADS 15117K103 8698791 2744098 SH SOLE 2744098 0 0 CENTENE CORP DEL COM 15135B101 63122720 1928000 SH SOLE 1928000 0 0 CHARTER COMMUNICATIONS INC CL A 16119P108 89590200 415000 SH SOLE 415000 0 0 CITIGROUP INC COM NEW 172967424 4536400 40000 SH SOLE 40000 0 0 CLARIVATE PLC ORD SHS G21810109 2972750 1175000 SH SOLE 1175000 0 0 COLLIERS INTL GROUP INC SUB VTG SHS 194693107 18705750 175000 SH SOLE 175000 0 0 COMCAST CORP NEW CL A 20030N101 64322343 2240416 SH SOLE 2240416 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 11873600 1640000 SH SOLE 1640000 0 0 CVS HEALTH CORP COM 126650100 64207080 894000 SH SOLE 894000 0 0 DESTINATION XL GROUP INC COM 25065K104 254001 498042 SH SOLE 498042 0 0 DISNEY WALT CO COM 254687106 54454700 565000 SH SOLE 565000 0 0 ELEVANCE HEALTH INC FORMERLY COM 036752103 9104525 31100 SH SOLE 31100 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 64508320 3342400 SH SOLE 3342400 0 0 EXPAND ENERGY CORPORATION COM 165167735 3952080 36000 SH SOLE 36000 0 0 FTAI AVIATION LTD SHS G3730V105 77175000 315000 SH SOLE 315000 0 0 FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 20122127 4073305 SH SOLE 4073305 0 0 GCI LIBERTY INC COM SER A 36164V602 795960 21600 SH SOLE 21600 0 0 GCI LIBERTY INC COM SER C 36164V800 1172636 31514 SH SOLE 31514 0 0 GOLAR LNG LTD SHS G9456A100 62442940 1154000 SH SOLE 1154000 0 0 GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 23635260 506000 SH SOLE 506000 0 0 GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108 17351200 1840000 SH SOLE 1840000 0 0 HERBALIFE LTD COM SHS G4412G101 25012224 1699200 SH SOLE 1699200 0 0 HOWARD HUGHES HOLDINGS INC COM 44267T102 46413546 733695 SH SOLE 733695 0 0 HUMANA INC COM 444859102 49416150 285000 SH SOLE 285000 0 0 INSMED INC COM PAR $.01 457669307 23710400 145000 SH SOLE 145000 0 0 IOVANCE BIOTHERAPEUTICS INC COM 462260100 7371000 2100000 SH SOLE 2100000 0 0 JD.COM INC SPON ADS CL A 47215P106 27873333 942622 SH SOLE 942622 0 0 KKR & CO INC COM 48251W104 45510000 492000 SH SOLE 492000 0 0 LENDINGCLUB ISSUANCE TR SER COM NEW 52603A208 27723520 1936000 SH SOLE 1936000 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 18832500 375000 SH SOLE 375000 0 0 LIBERTY GLOBAL LTD COM CL C G61188127 13876355 1182980 SH SOLE 1182980 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 10584000 1200000 SH SOLE 1200000 0 0 LITHIA MTRS INC COM 536797103 13984320 56000 SH SOLE 56000 0 0 LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 4187584 377600 SH SOLE 377600 0 0 LYFT INC CL A COM 55087P104 1995000 150000 SH SOLE 150000 0 0 MATTEL INC COM 577081102 27885482 1919166 SH SOLE 1919166 0 0 MEIRAGTX HLDGS PLC COM G59665102 4544292 524745 SH SOLE 524745 0 0 MICROSOFT CORP COM 594918104 45901080 124000 SH SOLE 124000 0 0 MOLINA HEALTHCARE INC COM 60855R100 81979500 615000 SH SOLE 615000 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 3568011 6047477 SH SOLE 6047477 0 0 ONITY GROUP INC COM NEW 675746606 21229283 540598 SH SOLE 540598 0 0 OPORTUN FINL CORP COM 68376D104 6987732 1515777 SH SOLE 1515777 0 0 PAPA JOHNS INTL INC COM 698813102 10067259 310622 SH SOLE 310622 0 0 PAR TECHNOLOGY CORP COM 698884103 13196700 990000 SH SOLE 990000 0 0 PENN ENTERTAINMENT INC COM 707569109 32314500 2150000 SH SOLE 2150000 0 0 PETCO HEALTH & WELLNESS CO I COM 71601V105 22267942 8010051 SH SOLE 8010051 0 0 PINTEREST INC CL A 72352L106 49371280 2692000 SH SOLE 2692000 0 0 POWERFLEET INC COM 73931J109 1039512 337504 SH SOLE 337504 0 0 ROCKET COS INC COM CL A 77311W101 47395500 3326000 SH SOLE 3326000 0 0 SALESFORCE INC COM 79466L302 16426960 88000 SH SOLE 88000 0 0 SERVICENOW INC COM 81762P102 7318500 70000 SH SOLE 70000 0 0 SHIFT4 PMTS INC CL A 82452J109 29517750 675000 SH SOLE 675000 0 0 SIGHT SCIENCES INC COM 82657M105 13549757 3594100 SH SOLE 3594100 0 0 SOLITARIO RESOURCES CORP COM 8342EP107 1155954 1409700 SH SOLE 1409700 0 0 STANDARD BIOTOOLS INC COM 34385P108 14723252 16015721 SH SOLE 16015721 0 0 TAL ED GROUP SPONSORED ADS 874080104 12703701 1117300 SH SOLE 1117300 0 0 TIC SOLUTIONS INC COM 00510N102 26985975 4101212 SH SOLE 4101212 0 0 UBER TECHNOLOGIES INC COM 90353T100 28700070 399000 SH SOLE 399000 0 0 UNITED AIRLS HLDGS INC COM 910047109 10956330 119000 SH SOLE 119000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 50870920 188000 SH SOLE 188000 0 0 USA TODAY CO INC COM 36472T109 1895484 268863 SH SOLE 268863 0 0 VIASAT INC COM 92552V100 49889940 1089300 SH SOLE 1089300 0 0 WILLSCOT HLDGS CORP COM CL A 971378104 1728396 99562 SH SOLE 99562 0 0 WORKDAY INC CL A 98138H101 6755840 52000 SH SOLE 52000 0 0 WYNN RESORTS LTD COM 983134107 16755750 165000 SH SOLE 165000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3763800 30000 SH Call SOLE 0 0 0 ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 17689350 255000 SH Call SOLE 0 0 0 BARRICK MNG CORP COM SHS 06849F108 4079000 100000 SH Call SOLE 0 0 0 BP PLC SPONSORED ADR 055622104 169326900 3602700 SH Call SOLE 0 0 0 CHARTER COMMUNICATIONS INC CL A 16119P108 273519960 1267000 SH Call SOLE 0 0 0 COMCAST CORP NEW CL A 20030N101 484779834 16885400 SH Call SOLE 0 0 0 CVS HEALTH CORP COM 126650100 104153364 1450200 SH Call SOLE 0 0 0 DISNEY WALT CO COM 254687106 264823326 2747700 SH Call SOLE 0 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 125376660 6496200 SH Call SOLE 0 0 0 GENERAL MTRS CO COM 37045V100 5587500 75000 SH Call SOLE 0 0 0 HUMANA INC COM 444859102 7958601 45900 SH Call SOLE 0 0 0 PAYPAL HLDGS INC COM 70450Y103 43466030 961000 SH Call SOLE 0 0 0 UNITEDHEALTH GROUP INC COM 91324P102 16235400 60000 SH Call SOLE 0 0 0