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
ACELYRIN INC COM 00445A100   344,812 139,600 SH   SOLE N/A 139,600 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   2,675,250 1,025,000 SH   SOLE N/A 1,025,000 0 0
ALICO INC COM 016230104   656,629 22,005 SH   SOLE N/A 22,005 0 0
A-MARK PRECIOUS METALS INC COM 00181T107   200,093 7,887 SH   SOLE N/A 7,887 0 0
APPLE INC COM 037833100   8,885,200 40,000 SH Put SOLE N/A 40,000 0 0
ARVINAS INC COM 04335A105   2,214,522 315,459 SH   SOLE N/A 315,459 0 0
B2GOLD CORP COM 11777Q209   1,425,000 500,000 SH   SOLE N/A 500,000 0 0
BAIDU INC SPON ADR REP A 056752108   22,673,523 246,371 SH   SOLE N/A 246,371 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   1,170,750 525,000 SH   SOLE N/A 525,000 0 0
BANCO MACRO SA SPON ADR B 05961W105   302,040 4,000 SH   SOLE N/A 4,000 0 0
BARRICK GOLD CORP COM 067901108   27,915,373 1,435,976 SH   SOLE N/A 1,435,976 0 0
BORR DRILLING LTD SHS G1466R173   32,850 15,000 SH   SOLE N/A 15,000 0 0
BUNGE GLOBAL SA COM SHS H11356104   237,743 3,111 SH   SOLE N/A 3,111 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,564,900 130,000 SH   SOLE N/A 130,000 0 0
CARGO THERAPEUTICS INC COM 14179K101   565,844 139,028 SH   SOLE N/A 139,028 0 0
CENTURY ALUM CO COM 156431108   2,552,000 137,500 SH   SOLE N/A 137,500 0 0
CINTAS CORP COM 172908105   5,713,734 27,800 SH Put SOLE N/A 27,800 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,972,800 240,000 SH   SOLE N/A 240,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   21,752,940 23,000 SH Put SOLE N/A 23,000 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   11,557,950 435,000 SH   SOLE N/A 435,000 0 0
EMEREN GROUP LTD SPONSORED ADS 75971T301   3,148,089 2,005,152 SH   SOLE N/A 2,005,152 0 0
FATE THERAPEUTICS INC COM 31189P102   908,384 1,149,708 SH   SOLE N/A 1,149,708 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V209   1,049,863 52,206 SH   SOLE N/A 52,206 0 0
GALAPAGOS NV SPON ADR 36315X101   905,224 36,036 SH   SOLE N/A 36,036 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   1,011,750 177,500 SH   SOLE N/A 177,500 0 0
GOSSAMER BIO INC COM 38341P102   5,334,047 4,849,134 SH   SOLE N/A 4,849,134 0 0
GREEN PLAINS INC COM 393222104   1,091,250 225,000 SH   SOLE N/A 225,000 0 0
GROWGENERATION CORP COM 39986L109   592,619 548,721 SH   SOLE N/A 548,721 0 0
HERON THERAPEUTICS INC COM 427746102   2,112,000 960,000 SH   SOLE N/A 960,000 0 0
INOGEN INC COM 45780L104   1,194,945 167,594 SH   SOLE N/A 167,594 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   58,615,000 125,000 SH Put SOLE N/A 125,000 0 0
ISHARES INC MSCI TURKEY ETF 464286715   246,150 7,500 SH   SOLE N/A 7,500 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   28,435,000 1,100,000 SH Call SOLE N/A 1,100,000 0 0
ISHARES INC MSCI TURKEY ETF 464286715   692,502 21,100 SH Call SOLE N/A 21,100 0 0
JD.COM INC SPON ADS CL A 47215P106   1,439,200 35,000 SH   SOLE N/A 35,000 0 0
LEAP THERAPEUTICS INC COM NEW 52187K200   320,355 1,050,000 SH   SOLE N/A 1,050,000 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302   338,295 734,148 SH   SOLE N/A 734,148 0 0
LSB INDS INC COM 502160104   98,850 15,000 SH   SOLE N/A 15,000 0 0
MAG SILVER CORP COM 55903Q104   8,034,036 526,000 SH   SOLE N/A 526,000 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   1,847,262 835,865 SH   SOLE N/A 835,865 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   937,053 416,468 SH   SOLE N/A 416,468 0 0
MOSAIC CO NEW COM 61945C103   1,755,650 65,000 SH   SOLE N/A 65,000 0 0
NEKTAR THERAPEUTICS COM 640268108   726,851 1,068,899 SH   SOLE N/A 1,068,899 0 0
NEWMONT CORP COM 651639106   16,898,000 350,000 SH Call SOLE N/A 350,000 0 0
NKARTA INC COM 65487U108   1,496,133 813,116 SH   SOLE N/A 813,116 0 0
NOBLE CORP PLC ORD SHS A G65431127   1,659,000 70,000 SH   SOLE N/A 70,000 0 0
NOVAVAX INC COM NEW 670002401   1,858,900 290,000 SH   SOLE N/A 290,000 0 0
NVIDIA CORPORATION COM 67066G104   38,474,900 355,000 SH Put SOLE N/A 355,000 0 0
PAN AMERN SILVER CORP COM 697900108   7,620,054 295,000 SH   SOLE N/A 295,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   10,764,000 900,000 SH   SOLE N/A 900,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   3,164,700 385,000 SH   SOLE N/A 385,000 0 0
PAYPAL HLDGS INC COM 70450Y103   2,936,250 45,000 SH   SOLE N/A 45,000 0 0
PERRIGO CO PLC SHS G97822103   5,652,724 201,595 SH   SOLE N/A 201,595 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109   627,638 471,908 SH   SOLE N/A 471,908 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   242,200 35,000 SH   SOLE N/A 35,000 0 0
Q32 BIO INC COM 746964105   833,994 505,451 SH   SOLE N/A 505,451 0 0
QUIDELORTHO CORP COM 219798105   1,573,650 45,000 SH   SOLE N/A 45,000 0 0
ROIVANT SCIENCES LTD SHS G76279101   1,210,800 120,000 SH   SOLE N/A 120,000 0 0
SAGE THERAPEUTICS INC COM 78667J108   3,510,871 441,619 SH   SOLE N/A 441,619 0 0
SCHRODINGER INC COM 80810D103   1,628,550 82,500 SH   SOLE N/A 82,500 0 0
SEADRILL LTD COM G7997W102   5,000,000 200,000 SH   SOLE N/A 200,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   111,878,000 200,000 SH Put SOLE N/A 200,000 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   2,668,000 230,000 SH   SOLE N/A 230,000 0 0
STONECO LTD COM CL A G85158106   681,200 65,000 SH   SOLE N/A 65,000 0 0
TELADOC HEALTH INC COM 87918A105   3,980,000 500,000 SH   SOLE N/A 500,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   3,458,250 225,000 SH   SOLE N/A 225,000 0 0
TPI COMPOSITES INC COM 87266J104   48,279 59,900 SH   SOLE N/A 59,900 0 0
UBS GROUP AG SHS H42097107   1,899,101 62,500 SH   SOLE N/A 62,500 0 0
UNIQURE NV SHS N90064101   795,000 75,000 SH   SOLE N/A 75,000 0 0
VANDA PHARMACEUTICALS INC COM 921659108   1,491,750 325,000 SH   SOLE N/A 325,000 0 0
VENTYX BIOSCIENCES INC COM 92332V107   1,304,611 1,134,444 SH   SOLE N/A 1,134,444 0 0
VIATRIS INC COM 92556V106   16,026,400 1,840,000 SH   SOLE N/A 1,840,000 0 0
VIATRIS INC COM 92556V106   871,000 100,000 SH Call SOLE N/A 100,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,017,450 19,000 SH   SOLE N/A 19,000 0 0
XPERI INC COMMON STOCK 98423J101   347,400 45,000 SH   SOLE N/A 45,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   1,954,905 26,500 SH   SOLE N/A 26,500 0 0