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
SELECT SECTOR SPDR TR ENERGY 81369Y506   35,110,000 400,000 SH Put OTR 1 0 400,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   35,110,000 400,000 SH Call OTR 1 0 400,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   52,665,000 600,000 SH Call OTR 1 0 600,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   52,665,000 600,000 SH Put OTR 1 0 600,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   56,601,918 1,250,000 SH Put OTR 1 0 1,250,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   56,601,918 1,250,000 SH Call OTR 1 0 1,250,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   54,215,581 1,197,300 SH Put OTR 1 0 1,197,300 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   22,640,767 500,000 SH Put OTR 1 0 500,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   22,640,767 500,000 SH Call OTR 1 0 500,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   22,640,767 500,000 SH Call OTR 1 0 500,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   22,640,767 500,000 SH Put OTR 1 0 500,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   24,577,000 280,000 SH Put OTR 1 0 280,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   49,154,000 560,000 SH Put OTR 1 0 560,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   49,154,000 560,000 SH Call OTR 1 0 560,000 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   5,836,875 55,000 SH Call OTR 1 0 55,000 0
UBS GROUP AG SHS H42097107   21,593,429 700,000 SH Call OTR 1 0 700,000 0
UBS GROUP AG SHS H42097107   37,017,307 1,200,000 SH Call OTR 1 0 1,200,000 0
UBS GROUP AG SHS H42097107   43,186,859 1,400,000 SH Call OTR 1 0 1,400,000 0
UBS GROUP AG SHS H42097107   67,865,064 2,200,000 SH Put OTR 1 0 2,200,000 0
TESLA INC COM 88160R101   26,140,000 100,000 SH Call OTR 1 0 100,000 0
DISH NETWORK CORPORATION NOTE 3.375% 8/1 25470MAB5   98,556,535 120,378 PRN   OTR 1 0 120,378 0
ISHARES INC MSCI MEXICO ETF 464286822   568,365 10,590 SH   OTR 1 0 10,590 0
SPDR SER TR S&P REGL BKG 78464A698   113,150,000 2,000,000 SH Call OTR 1 0 2,000,000 0
SPDR SER TR S&P REGL BKG 78464A698   18,669,750 330,000 SH Call OTR 1 0 330,000 0
SPDR SER TR S&P OILGAS EXP 78468R556   23,667,300 180,000 SH Put OTR 1 0 180,000 0
SPDR SER TR S&P OILGAS EXP 78468R556   2,714,376 20,644 SH   OTR 1 0 20,644 0
SPDR SER TR S&P REGL BKG 78464A698   24,785,733 438,104 SH   OTR 1 0 438,104 0
ISHARES TR RUSSELL 2000 ETF 464287655   278,712,700 1,262,000 SH Call OTR 1 0 1,262,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   552,125,000 2,500,000 SH Put OTR 1 0 2,500,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   552,125,000 2,500,000 SH Put OTR 1 0 2,500,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   276,062,500 1,250,000 SH Call OTR 1 0 1,250,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   441,700,000 2,000,000 SH Call OTR 1 0 2,000,000 0
ISHARES TR CHINA LG-CAP ETF 464287184   38,130,000 1,200,000 SH Call OTR 1 0 1,200,000 0
ISHARES TR CHINA LG-CAP ETF 464287184   31,775,000 1,000,000 SH Call OTR 1 0 1,000,000 0
ISHARES TR CHINA LG-CAP ETF 464287184   1,143,772 35,996 SH   OTR 1 0 35,996 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   67,419,000 275,000 SH Call OTR 1 0 275,000 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   98,064,000 400,000 SH Put OTR 1 0 400,000 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   67,419,000 275,000 SH Call OTR 1 0 275,000 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   63,863,934 260,499 SH   OTR 1 0 260,499 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   29,561,929 702,267 SH   OTR 1 0 702,267 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100   611,105 58,990 SH   OTR 1 0 58,990 0
BANCO MACRO SA SPON ADR B 05961W105   14,726,663 231,731 SH   OTR 1 0 231,731 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   3,710,696 293,693 SH   OTR 1 0 293,693 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   8,280,237 540,384 SH   OTR 1 0 540,384 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   1,627,354 159,784 SH   OTR 1 0 159,784 0
APPLE INC COM 037833100   38,980,076 167,433 SH   OTR 1 0 167,433 0
META PLATFORMS INC CL A 30303M102   73,828,785 129,095 SH   OTR 1 0 129,095 0
ADOBE INC COM 00724F101   99,026,917 191,447 SH   OTR 1 0 191,447 0
NVIDIA CORPORATION COM 67066G104   145,687,090 1,202,783 SH   OTR 1 0 1,202,783 0
ADVANCED MICRO DEVICES INC COM 007903107   156,424,045 953,747 SH   OTR 1 0 953,747 0
BANK AMERICA CORP COM 060505104   82,558,888 2,080,355 SH   OTR 1 0 2,080,355 0
FREEPORT-MCMORAN INC CL B 35671D857   224,931 4,509 SH   OTR 1 0 4,509 0
INTERNATIONAL BUSINESS MACHS COM 459200101   60,017,902 271,694 SH   OTR 1 0 271,694 0
SALESFORCE INC COM 79466L302   35,701,432 130,502 SH   OTR 1 0 130,502 0
ELI LILLY & CO COM 532457108   59,820,967 67,559 SH   OTR 1 0 67,559 0
SOUTHWEST AIRLS CO COM 844741108   5,215,734 176,118 SH   OTR 1 0 176,118 0
MICROSOFT CORP COM 594918104   340,706,632 793,365 SH   OTR 1 0 793,365 0
AMAZON COM INC COM 023135106   217,042,162 1,166,141 SH   OTR 1 0 1,166,141 0
DELTA AIR LINES INC DEL COM NEW 247361702   5,074,947 100,000 SH   OTR 1 0 100,000 0
ARAMARK COM 03852U106   15,325,143 395,826 SH   OTR 1 0 395,826 0
ALPHABET INC CAP STK CL A 02079K305   119,239,737 719,330 SH   OTR 1 0 719,330 0
BROADCOM INC COM 11135F101   204,399,879 1,185,511 SH   OTR 1 0 1,185,511 0
NEWMONT CORP COM 651639106   36,610,549 685,270 SH   OTR 1 0 685,270 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   31,391,773 351,823 SH   OTR 1 0 351,823 0
QUANTA SVCS INC COM 74762E102   22,353,323 75,025 SH   OTR 1 0 75,025 0
ABERCROMBIE & FITCH CO CL A 002896207   19,917,545 142,371 SH   OTR 1 0 142,371 0
DECKERS OUTDOOR CORP COM 243537107   21,171,932 132,900 SH   OTR 1 0 132,900 0
LATTICE SEMICONDUCTOR CORP COM 518415104   11,032,019 207,642 SH   OTR 1 0 207,642 0
MASTEC INC COM 576323109   23,724,420 193,007 SH   OTR 1 0 193,007 0
COHERENT CORP COM 19247G107   36,219,001 407,688 SH   OTR 1 0 407,688 0
FOOT LOCKER INC COM 344849104   9,091,300 351,803 SH   OTR 1 0 351,803 0
WORKDAY INC CL A 98138H101   80,582,966 329,839 SH   OTR 1 0 329,839 0
ALLY FINL INC COM 02005N100   30,805,762 866,182 SH   OTR 1 0 866,182 0
VISTRA CORP COM 92840M102   71,311,463 601,604 SH   OTR 1 0 601,604 0
ECHOSTAR CORP CL A 278768106   6,572,162 264,793 SH   OTR 1 0 264,793 0
TERADYNE INC COM 880770102   39,884,475 297,901 SH   OTR 1 0 297,901 0
MONOLITHIC PWR SYS INC COM 609839105   70,766,907 76,518 SH   OTR 1 0 76,518 0
MARVELL TECHNOLOGY INC COM 573874104   32,103,852 444,929 SH   OTR 1 0 444,929 0
DATADOG INC CL A COM 23804L103   8,760,569 76,212 SH   OTR 1 0 76,212 0
KINROSS GOLD CORP COM 496902404   15,603,110 1,666,109 SH   OTR 1 0 1,666,109 0
MONGODB INC CL A 60937P106   5,154,858 19,085 SH   OTR 1 0 19,085 0
PALO ALTO NETWORKS INC COM 697435105   58,136,277 170,238 SH   OTR 1 0 170,238 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,935,089 17,603 SH   OTR 1 0 17,603 0
ZSCALER INC COM 98980G102   56,176,911 328,818 SH   OTR 1 0 328,818 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   30,865,544 1,002,846 SH   OTR 1 0 1,002,846 0
CONSTELLATION ENERGY CORP COM 21037T109   66,170,211 254,604 SH   OTR 1 0 254,604 0
CIENA CORP COM NEW 171779309   70,779,014 1,149,777 SH   OTR 1 0 1,149,777 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   4,651,638 241,221 SH   OTR 1 0 241,221 0
ATLASSIAN CORPORATION CL A 049468101   53,543,950 337,221 SH   OTR 1 0 337,221 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100   3,747,168 140,700 SH   OTR 1 0 140,700 0
SHARKNINJA INC COM SHS G8068L108   10,694,329 98,402 SH   OTR 1 0 98,402 0
INDIVIOR PLC ORD G4766E116   4,877,566 500,032 SH   OTR 1 0 500,032 0