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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,036,800 80,000 SH   SOLE   80,000 0 0
ALIBABA GROUP HLDG LTD NOTE 0.500% 6/0 01609WBG6   32,594,500 235,000 SH   SOLE   235,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,719,609 5,980 SH   SOLE   5,980 0 0
AMAZON COM INC COM 023135106   146,654,362 704,155 SH   SOLE   704,155 0 0
ANTERO RESOURCES CORP COM 03674X106   49,654,800 1,170,000 SH   SOLE   1,170,000 0 0
API GROUP CORP COM STK 00187Y100   7,000,397 172,764 SH   SOLE   172,764 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   53,927,280 484,000 SH   SOLE   484,000 0 0
ARHAUS INC COM CL A 04035M102   13,351,922 1,969,310 SH   SOLE   1,969,310 0 0
ASSURED GUARANTY LTD COM G0585R106   30,962,400 380,000 SH   SOLE   380,000 0 0
AURA BIOSCIENCES INC COM 05153U107   30,905,004 4,619,582 SH   SOLE   4,619,582 0 0
BAIDU INC SPON ADR REP A 056752108   17,804,916 159,800 SH   SOLE   159,800 0 0
BARRICK MNG CORP COM SHS 06849F108   36,711,000 900,000 SH   SOLE   900,000 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   15,361,588 3,310,687 SH   SOLE   3,310,687 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   369,155 829,748 SH   SOLE   829,748 0 0
BIONTECH SE SPONSORED ADS 09075V102   55,461,120 624,000 SH   SOLE   624,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   39,436,070 479,000 SH   SOLE   479,000 0 0
CABLE ONE INC COM 12685J105   1,803,860 19,777 SH   SOLE   19,777 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   71,757,450 2,715,000 SH   SOLE   2,715,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   26,452,350 145,000 SH   SOLE   145,000 0 0
CELLECTIS S A SPON ADS 15117K103   8,698,791 2,744,098 SH   SOLE   2,744,098 0 0
CENTENE CORP DEL COM 15135B101   63,122,720 1,928,000 SH   SOLE   1,928,000 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108   89,590,200 415,000 SH   SOLE   415,000 0 0
CITIGROUP INC COM NEW 172967424   4,536,400 40,000 SH   SOLE   40,000 0 0
CLARIVATE PLC ORD SHS G21810109   2,972,750 1,175,000 SH   SOLE   1,175,000 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   18,705,750 175,000 SH   SOLE   175,000 0 0
COMCAST CORP NEW CL A 20030N101   64,322,343 2,240,416 SH   SOLE   2,240,416 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   11,873,600 1,640,000 SH   SOLE   1,640,000 0 0
CVS HEALTH CORP COM 126650100   64,207,080 894,000 SH   SOLE   894,000 0 0
DESTINATION XL GROUP INC COM 25065K104   254,001 498,042 SH   SOLE   498,042 0 0
DISNEY WALT CO COM 254687106   54,454,700 565,000 SH   SOLE   565,000 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103   9,104,525 31,100 SH   SOLE   31,100 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   64,508,320 3,342,400 SH   SOLE   3,342,400 0 0
EXPAND ENERGY CORPORATION COM 165167735   3,952,080 36,000 SH   SOLE   36,000 0 0
FTAI AVIATION LTD SHS G3730V105   77,175,000 315,000 SH   SOLE   315,000 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   20,122,127 4,073,305 SH   SOLE   4,073,305 0 0
GCI LIBERTY INC COM SER A 36164V602   795,960 21,600 SH   SOLE   21,600 0 0
GCI LIBERTY INC COM SER C 36164V800   1,172,636 31,514 SH   SOLE   31,514 0 0
GOLAR LNG LTD SHS G9456A100   62,442,940 1,154,000 SH   SOLE   1,154,000 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   23,635,260 506,000 SH   SOLE   506,000 0 0
GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108   17,351,200 1,840,000 SH   SOLE   1,840,000 0 0
HERBALIFE LTD COM SHS G4412G101   25,012,224 1,699,200 SH   SOLE   1,699,200 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   46,413,546 733,695 SH   SOLE   733,695 0 0
HUMANA INC COM 444859102   49,416,150 285,000 SH   SOLE   285,000 0 0
INSMED INC COM PAR $.01 457669307   23,710,400 145,000 SH   SOLE   145,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   7,371,000 2,100,000 SH   SOLE   2,100,000 0 0
JD.COM INC SPON ADS CL A 47215P106   27,873,333 942,622 SH   SOLE   942,622 0 0
KKR & CO INC COM 48251W104   45,510,000 492,000 SH   SOLE   492,000 0 0
LENDINGCLUB ISSUANCE TR SER COM NEW 52603A208   27,723,520 1,936,000 SH   SOLE   1,936,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107   18,832,500 375,000 SH   SOLE   375,000 0 0
LIBERTY GLOBAL LTD COM CL C G61188127   13,876,355 1,182,980 SH   SOLE   1,182,980 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128   10,584,000 1,200,000 SH   SOLE   1,200,000 0 0
LITHIA MTRS INC COM 536797103   13,984,320 56,000 SH   SOLE   56,000 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   4,187,584 377,600 SH   SOLE   377,600 0 0
LYFT INC CL A COM 55087P104   1,995,000 150,000 SH   SOLE   150,000 0 0
MATTEL INC COM 577081102   27,885,482 1,919,166 SH   SOLE   1,919,166 0 0
MEIRAGTX HLDGS PLC COM G59665102   4,544,292 524,745 SH   SOLE   524,745 0 0
MICROSOFT CORP COM 594918104   45,901,080 124,000 SH   SOLE   124,000 0 0
MOLINA HEALTHCARE INC COM 60855R100   81,979,500 615,000 SH   SOLE   615,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   3,568,011 6,047,477 SH   SOLE   6,047,477 0 0
ONITY GROUP INC COM NEW 675746606   21,229,283 540,598 SH   SOLE   540,598 0 0
OPORTUN FINL CORP COM 68376D104   6,987,732 1,515,777 SH   SOLE   1,515,777 0 0
PAPA JOHNS INTL INC COM 698813102   10,067,259 310,622 SH   SOLE   310,622 0 0
PAR TECHNOLOGY CORP COM 698884103   13,196,700 990,000 SH   SOLE   990,000 0 0
PENN ENTERTAINMENT INC COM 707569109   32,314,500 2,150,000 SH   SOLE   2,150,000 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105   22,267,942 8,010,051 SH   SOLE   8,010,051 0 0
PINTEREST INC CL A 72352L106   49,371,280 2,692,000 SH   SOLE   2,692,000 0 0
POWERFLEET INC COM 73931J109   1,039,512 337,504 SH   SOLE   337,504 0 0
ROCKET COS INC COM CL A 77311W101   47,395,500 3,326,000 SH   SOLE   3,326,000 0 0
SALESFORCE INC COM 79466L302   16,426,960 88,000 SH   SOLE   88,000 0 0
SERVICENOW INC COM 81762P102   7,318,500 70,000 SH   SOLE   70,000 0 0
SHIFT4 PMTS INC CL A 82452J109   29,517,750 675,000 SH   SOLE   675,000 0 0
SIGHT SCIENCES INC COM 82657M105   13,549,757 3,594,100 SH   SOLE   3,594,100 0 0
SOLITARIO RESOURCES CORP COM 8342EP107   1,155,954 1,409,700 SH   SOLE   1,409,700 0 0
STANDARD BIOTOOLS INC COM 34385P108   14,723,252 16,015,721 SH   SOLE   16,015,721 0 0
TAL ED GROUP SPONSORED ADS 874080104   12,703,701 1,117,300 SH   SOLE   1,117,300 0 0
TIC SOLUTIONS INC COM 00510N102   26,985,975 4,101,212 SH   SOLE   4,101,212 0 0
UBER TECHNOLOGIES INC COM 90353T100   28,700,070 399,000 SH   SOLE   399,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   10,956,330 119,000 SH   SOLE   119,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   50,870,920 188,000 SH   SOLE   188,000 0 0
USA TODAY CO INC COM 36472T109   1,895,484 268,863 SH   SOLE   268,863 0 0
VIASAT INC COM 92552V100   49,889,940 1,089,300 SH   SOLE   1,089,300 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   1,728,396 99,562 SH   SOLE   99,562 0 0
WORKDAY INC CL A 98138H101   6,755,840 52,000 SH   SOLE   52,000 0 0
WYNN RESORTS LTD COM 983134107   16,755,750 165,000 SH   SOLE   165,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,763,800 30,000 SH Call SOLE   0 0 0
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108   17,689,350 255,000 SH Call SOLE   0 0 0
BARRICK MNG CORP COM SHS 06849F108   4,079,000 100,000 SH Call SOLE   0 0 0
BP PLC SPONSORED ADR 055622104   169,326,900 3,602,700 SH Call SOLE   0 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108   273,519,960 1,267,000 SH Call SOLE   0 0 0
COMCAST CORP NEW CL A 20030N101   484,779,834 16,885,400 SH Call SOLE   0 0 0
CVS HEALTH CORP COM 126650100   104,153,364 1,450,200 SH Call SOLE   0 0 0
DISNEY WALT CO COM 254687106   264,823,326 2,747,700 SH Call SOLE   0 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   125,376,660 6,496,200 SH Call SOLE   0 0 0
GENERAL MTRS CO COM 37045V100   5,587,500 75,000 SH Call SOLE   0 0 0
HUMANA INC COM 444859102   7,958,601 45,900 SH Call SOLE   0 0 0
PAYPAL HLDGS INC COM 70450Y103   43,466,030 961,000 SH Call SOLE   0 0 0
UNITEDHEALTH GROUP INC COM 91324P102   16,235,400 60,000 SH Call SOLE   0 0 0