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   389,900 10,000 SH   SOLE N/A 10,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   1,740,245 242,712 SH   SOLE N/A 242,712 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   3,688,900 185,000 SH   SOLE N/A 185,000 0 0
ALCOA CORP COM 013872106   4,436,700 115,000 SH   SOLE N/A 115,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,795,600 130,000 SH Call SOLE N/A 130,000 0 0
AMPLIFY ETF TR AMPLIFY JUNIOR S 032108649   7,978,910 619,000 SH   SOLE N/A 619,000 0 0
APPLE INC COM 037833100   13,980,000 60,000 SH Put SOLE N/A 60,000 0 0
B2GOLD CORP COM 11777Q209   4,928,000 1,600,000 SH   SOLE N/A 1,600,000 0 0
BAIDU INC SPON ADR REP A 056752108   12,842,221 121,970 SH   SOLE N/A 121,970 0 0
BARRICK GOLD CORP COM 067901108   3,182,400 160,000 SH   SOLE N/A 160,000 0 0
BARRICK GOLD CORP COM 067901108   3,978,000 200,000 SH Call SOLE N/A 200,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   892,683 21,034 SH   SOLE N/A 21,034 0 0
CHIMERIX INC COM 16934W106   3,926,064 4,221,574 SH   SOLE N/A 4,221,574 0 0
CINTAS CORP COM 172908105   4,694,064 22,800 SH Put SOLE N/A 22,800 0 0
COSTCO WHSL CORP NEW COM 22160K105   11,081,500 12,500 SH Put SOLE N/A 12,500 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204   398,300 35,000 SH   SOLE N/A 35,000 0 0
EMEREN GROUP LTD SPONSORED ADS 75971T301   3,676,593 1,361,701 SH   SOLE N/A 1,361,701 0 0
FATE THERAPEUTICS INC COM 31189P102   481,849 137,671 SH   SOLE N/A 137,671 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V209   1,057,603 68,409 SH   SOLE N/A 68,409 0 0
GALAPAGOS NV SPON ADR 36315X101   604,561 20,999 SH   SOLE N/A 20,999 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   3,016,519 370,125 SH   SOLE N/A 370,125 0 0
GOSSAMER BIO INC COM 38341P102   3,798,547 3,850,920 SH   SOLE N/A 3,850,920 0 0
HERON THERAPEUTICS INC COM 427746102   3,340,050 1,678,417 SH   SOLE N/A 1,678,417 0 0
INOGEN INC COM 45780L104   363,750 37,500 SH   SOLE N/A 37,500 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   2,785,250 25,000 SH   SOLE N/A 25,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   8,434,400 40,000 SH Put SOLE N/A 40,000 0 0
KINROSS GOLD CORP COM 496902404   3,744,000 400,000 SH   SOLE N/A 400,000 0 0
LAUDER ESTEE COS INC CL A 518439104   1,246,125 12,500 SH   SOLE N/A 12,500 0 0
MAG SILVER CORP COM 55903Q104   1,154,306 82,200 SH   SOLE N/A 82,200 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   623,250 75,000 SH   SOLE N/A 75,000 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   1,580,439 384,535 SH   SOLE N/A 384,535 0 0
MOSAIC CO NEW COM 61945C103   5,088,200 190,000 SH   SOLE N/A 190,000 0 0
NABORS INDUSTRIES LTD SHS G6359F137   1,257,165 19,500 SH   SOLE N/A 19,500 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   1,564,500 105,000 SH   SOLE N/A 105,000 0 0
NEKTAR THERAPEUTICS COM 640268108   2,596,386 1,997,220 SH   SOLE N/A 1,997,220 0 0
NEW GOLD INC CDA COM 644535106   1,195,200 415,000 SH   SOLE N/A 415,000 0 0
NEWMONT CORP COM 651639106   18,412,403 344,479 SH   SOLE N/A 344,479 0 0
NOVAVAX INC COM NEW 670002401   789,375 62,500 SH   SOLE N/A 62,500 0 0
NVIDIA CORPORATION COM 67066G104   38,860,800 320,000 SH Put SOLE N/A 320,000 0 0
OCCIDENTAL PETE CORP COM 674599105   6,829,050 132,500 SH   SOLE N/A 132,500 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   1,543,250 150,561 SH   SOLE N/A 150,561 0 0
PAN AMERN SILVER CORP COM 697900108   5,948,295 285,000 SH   SOLE N/A 285,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   4,301,100 405,000 SH   SOLE N/A 405,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   4,590,000 600,000 SH   SOLE N/A 600,000 0 0
PAYPAL HLDGS INC COM 70450Y103   10,143,900 130,000 SH   SOLE N/A 130,000 0 0
PAYPAL HLDGS INC COM 70450Y103   14,045,400 180,000 SH Call SOLE N/A 180,000 0 0
PERRIGO CO PLC SHS G97822103   3,910,762 149,095 SH   SOLE N/A 149,095 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109   596,763 327,892 SH   SOLE N/A 327,892 0 0
QUIDELORTHO CORP COM 219798105   3,070,020 67,325 SH   SOLE N/A 67,325 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103   7,831 10,000 SH   SOLE N/A 10,000 0 0
ROIVANT SCIENCES LTD SHS G76279101   1,154,000 100,000 SH   SOLE N/A 100,000 0 0
ROYAL BK CDA COM 780087102   885,583 7,100 SH Put SOLE N/A 7,100 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   3,699,000 900,000 SH   SOLE N/A 900,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   294,912,640 514,000 SH Put SOLE N/A 514,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   2,630,400 20,000 SH   SOLE N/A 20,000 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   2,403,500 230,000 SH   SOLE N/A 230,000 0 0
TELADOC HEALTH INC COM 87918A105   7,993,861 870,791 SH   SOLE N/A 870,791 0 0
TESLA INC COM 88160R101   2,616,300 10,000 SH Put SOLE N/A 10,000 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   4,428,200 70,000 SH   SOLE N/A 70,000 0 0
TPI COMPOSITES INC COM 87266J104   249,795 54,900 SH   SOLE N/A 54,900 0 0
VANDA PHARMACEUTICALS INC COM 921659108   954,068 203,426 SH   SOLE N/A 203,426 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   20,566,972 421,368 SH   SOLE N/A 421,368 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   24,688,400 620,000 SH Call SOLE N/A 620,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   19,524,000 400,000 SH Call SOLE N/A 400,000 0 0
VAXART INC COM NEW 92243A200   139,520 164,334 SH   SOLE N/A 164,334 0 0
VEON LTD SPONSORED ADS 91822M502   707,630 23,262 SH   SOLE N/A 23,262 0 0
VIATRIS INC COM 92556V106   30,361,276 2,615,097 SH   SOLE N/A 2,615,097 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   3,270,400 365,000 SH   SOLE N/A 365,000 0 0
WALMART INC COM 931142103   234,175 2,900 SH Put SOLE N/A 2,900 0 0
XPERI INC COMMON STOCK 98423J101   957,818 103,660 SH   SOLE N/A 103,660 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   11,902,456 170,669 SH   SOLE N/A 170,669 0 0
ZYMEWORKS INC COM 98985Y108   3,765,000 300,000 SH   SOLE N/A 300,000 0 0