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

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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
ADVISORSHARES TR PURE US CANNABIS 00768Y453   3,048,000 800,000 SH   SOLE N/A 800,000 0 0
ALCOA CORP COM 013872106   1,511,200 40,000 SH   SOLE N/A 40,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,142,450 155,000 SH   SOLE N/A 155,000 0 0
AMPLIFY ETF TR AMPLIFY JUNIOR S 032108649   3,768,872 379,544 SH   SOLE N/A 379,544 0 0
APPLE INC COM 037833100   10,016,800 40,000 SH Put SOLE N/A 40,000 0 0
APPLOVIN CORP COM CL A 03831W108   2,590,640 8,000 SH Put SOLE N/A 8,000 0 0
ARVINAS INC COM 04335A105   479,250 25,000 SH   SOLE N/A 25,000 0 0
B2GOLD CORP COM 11777Q209   3,172,000 1,300,000 SH   SOLE N/A 1,300,000 0 0
BAIDU INC SPON ADR REP A 056752108   15,291,389 181,371 SH   SOLE N/A 181,371 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   859,500 450,000 SH   SOLE N/A 450,000 0 0
BARRICK GOLD CORP COM 067901108   14,415,000 930,000 SH   SOLE N/A 930,000 0 0
BARRICK GOLD CORP COM 067901108   3,100,000 200,000 SH Call SOLE N/A 200,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   4,212,000 200,000 SH   SOLE N/A 200,000 0 0
CARVANA CO CL A 146869102   3,863,840 19,000 SH Put SOLE N/A 19,000 0 0
CHIMERIX INC COM 16934W106   9,816,356 2,820,792 SH   SOLE N/A 2,820,792 0 0
CINTAS CORP COM 172908105   4,165,560 22,800 SH Put SOLE N/A 22,800 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   5,170,000 550,000 SH   SOLE N/A 550,000 0 0
COLOMBIER ACQUISITION CORP I COM SHS CL A G2283U100   470,000 40,000 SH   SOLE N/A 40,000 0 0
CONSTELLIUM SE CL A SHS F21107101   991,004 96,495 SH   SOLE N/A 96,495 0 0
COSTCO WHSL CORP NEW COM 22160K105   21,074,210 23,000 SH Put SOLE N/A 23,000 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   1,323,500 50,000 SH Call SOLE N/A 50,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,546,000 200,000 SH   SOLE N/A 200,000 0 0
EDITAS MEDICINE INC COM 28106W103   1,358,560 1,069,732 SH   SOLE N/A 1,069,732 0 0
EMEREN GROUP LTD SPONSORED ADS 75971T301   3,750,961 1,847,764 SH   SOLE N/A 1,847,764 0 0
FATE THERAPEUTICS INC COM 31189P102   540,657 327,671 SH   SOLE N/A 327,671 0 0
FMC CORP COM NEW 302491303   1,944,400 40,000 SH   SOLE N/A 40,000 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V209   1,163,578 75,118 SH   SOLE N/A 75,118 0 0
GALAPAGOS NV SPON ADR 36315X101   412,500 15,000 SH   SOLE N/A 15,000 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   3,777,400 384,664 SH   SOLE N/A 384,664 0 0
GOSSAMER BIO INC COM 38341P102   4,859,186 5,371,641 SH   SOLE N/A 5,371,641 0 0
GREEN PLAINS INC COM 393222104   969,595 102,278 SH   SOLE N/A 102,278 0 0
GROWGENERATION CORP COM 39986L109   782,548 463,046 SH   SOLE N/A 463,046 0 0
HERON THERAPEUTICS INC COM 427746102   1,855,497 1,212,743 SH   SOLE N/A 1,212,743 0 0
INOGEN INC COM 45780L104   701,505 76,500 SH   SOLE N/A 76,500 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   29,716,200 1,320,000 SH Call SOLE N/A 1,320,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   1,231,500 10,000 SH   SOLE N/A 10,000 0 0
KINROSS GOLD CORP COM 496902404   552,307 59,580 SH   SOLE N/A 59,580 0 0
LEAP THERAPEUTICS INC COM NEW 52187K200   591,888 205,874 SH   SOLE N/A 205,874 0 0
LSB INDS INC COM 502160104   243,639 32,100 SH   SOLE N/A 32,100 0 0
MAG SILVER CORP COM 55903Q104   3,142,412 231,122 SH   SOLE N/A 231,122 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   1,587,934 291,364 SH   SOLE N/A 291,364 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   1,335,138 381,468 SH   SOLE N/A 381,468 0 0
MOSAIC CO NEW COM 61945C103   1,597,700 65,000 SH   SOLE N/A 65,000 0 0
MP MATERIALS CORP COM CL A 553368101   2,340,000 150,000 SH   SOLE N/A 150,000 0 0
NEKTAR THERAPEUTICS COM 640268108   1,890,567 2,032,868 SH   SOLE N/A 2,032,868 0 0
NEW GOLD INC CDA COM 644535106   744,000 300,000 SH   SOLE N/A 300,000 0 0
NOBLE CORP PLC ORD SHS A G65431127   785,000 25,000 SH   SOLE N/A 25,000 0 0
NOVAVAX INC COM NEW 670002401   2,291,400 285,000 SH   SOLE N/A 285,000 0 0
NVIDIA CORPORATION COM 67066G104   16,786,250 125,000 SH Put SOLE N/A 125,000 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106   145,750 25,000 SH   SOLE N/A 25,000 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   1,093,977 135,561 SH   SOLE N/A 135,561 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   24,579,750 325,000 SH Put SOLE N/A 325,000 0 0
PAN AMERN SILVER CORP COM 697900108   5,560,392 275,000 SH   SOLE N/A 275,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   10,198,500 975,000 SH   SOLE N/A 975,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   7,434,000 900,000 SH   SOLE N/A 900,000 0 0
PAYPAL HLDGS INC COM 70450Y103   4,054,125 47,500 SH   SOLE N/A 47,500 0 0
PERRIGO CO PLC SHS G97822103   4,604,532 179,095 SH   SOLE N/A 179,095 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109   786,038 296,618 SH   SOLE N/A 296,618 0 0
Q32 BIO INC COM 746964105   1,977,367 574,816 SH   SOLE N/A 574,816 0 0
QUIDELORTHO CORP COM 219798105   2,895,750 65,000 SH   SOLE N/A 65,000 0 0
ROIVANT SCIENCES LTD SHS G76279101   1,597,050 135,000 SH   SOLE N/A 135,000 0 0
SCHRODINGER INC COM 80810D103   1,543,200 80,000 SH   SOLE N/A 80,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   322,344,000 550,000 SH Put SOLE N/A 550,000 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   2,219,500 230,000 SH   SOLE N/A 230,000 0 0
STONECO LTD COM CL A G85158106   1,394,750 175,000 SH   SOLE N/A 175,000 0 0
TELADOC HEALTH INC COM 87918A105   3,726,900 410,000 SH   SOLE N/A 410,000 0 0
TPI COMPOSITES INC COM 87266J104   113,211 59,900 SH   SOLE N/A 59,900 0 0
UNIQURE NV SHS N90064101   2,414,263 136,708 SH   SOLE N/A 136,708 0 0
UNITED STATES STL CORP NEW COM 912909108   781,770 23,000 SH   SOLE N/A 23,000 0 0
VANDA PHARMACEUTICALS INC COM 921659108   1,878,935 392,262 SH   SOLE N/A 392,262 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   6,782,000 200,000 SH Call SOLE N/A 200,000 0 0
VENTYX BIOSCIENCES INC COM 92332V107   525,600 240,000 SH   SOLE N/A 240,000 0 0
VEON LTD SPONSORED ADS 91822M502   396,990 9,900 SH   SOLE N/A 9,900 0 0
VIATRIS INC COM 92556V106   37,506,472 3,012,568 SH   SOLE N/A 3,012,568 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   6,297,750 675,000 SH   SOLE N/A 675,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   7,464,000 800,000 SH Call SOLE N/A 800,000 0 0
WALMART INC COM 931142103   11,293,750 125,000 SH Put SOLE N/A 125,000 0 0
WOLFSPEED INC COM 977852102   999,000 150,000 SH   SOLE N/A 150,000 0 0
XPERI INC COMMON STOCK 98423J101   462,150 45,000 SH   SOLE N/A 45,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   612,075 7,500 SH   SOLE N/A 7,500 0 0
ZYMEWORKS INC COM 98985Y108   219,600 15,000 SH   SOLE N/A 15,000 0 0