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
ADVISORSHARES TR PURE US CANNABIS 00768Y453   2,194,800 465,000 SH   SOLE N/A 465,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   6,582,430 134,500 SH   SOLE N/A 134,500 0 0
AMERICAN WELL CORP COM CL A NEW 03044L204   338,495 68,940 SH   SOLE N/A 68,940 0 0
AMRIZE LTD SHS H2927K103   2,433,600 45,000 SH   SOLE N/A 45,000 0 0
APPLE INC COM 037833100   10,874,400 40,000 SH Put SOLE N/A 40,000 0 0
ARVINAS INC COM 04335A105   833,201 70,253 SH   SOLE N/A 70,253 0 0
BAIDU INC SPON ADR REP A 056752108   14,045,950 107,500 SH   SOLE N/A 107,500 0 0
BANCO MACRO SA SPON ADR B 05961W105   531,944 5,900 SH   SOLE N/A 5,900 0 0
BANK MONTREAL QUE COM 063671101   9,734,250 75,000 SH Put SOLE N/A 75,000 0 0
BIONTECH SE SPONSORED ADS 09075V102   1,593,648 16,740 SH   SOLE N/A 16,740 0 0
BOSTON BEER INC CL A 100557107   10,522,776 53,927 SH   SOLE N/A 53,927 0 0
BROWN FORMAN CORP CL B 115637209   4,169,600 160,000 SH   SOLE N/A 160,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   8,194,594 335,844 SH   SOLE N/A 335,844 0 0
CARVANA CO CL A 146869102   6,330,300 15,000 SH Put SOLE N/A 15,000 0 0
CENTURY ALUM CO COM 156431108   2,546,700 65,000 SH   SOLE N/A 65,000 0 0
CHEMOURS CO COM 163851108   8,278,938 702,200 SH   SOLE N/A 702,200 0 0
CINTAS CORP COM 172908105   3,441,681 18,300 SH Put SOLE N/A 18,300 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   7,636,000 575,000 SH   SOLE N/A 575,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   3,449,000 25,000 SH   SOLE N/A 25,000 0 0
COSAN S A ADS 22113B103   11,869,011 3,004,813 SH   SOLE N/A 3,004,813 0 0
COSTCO WHSL CORP NEW COM 22160K105   34,924,770 40,500 SH Put SOLE N/A 40,500 0 0
COUPANG INC CL A 22266T109   4,718,000 200,000 SH Call SOLE N/A 200,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,098,900 30,000 SH   SOLE N/A 30,000 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   15,054,115 174,500 SH   SOLE N/A 174,500 0 0
DOLLY VARDEN SILVER CORP COM NO PAR 256827783   1,268,726 290,200 SH   SOLE N/A 290,200 0 0
DOW INC COM 260557103   1,169,000 50,000 SH   SOLE N/A 50,000 0 0
ENPHASE ENERGY INC COM 29355A107   2,724,250 85,000 SH   SOLE N/A 85,000 0 0
FATE THERAPEUTICS INC COM 31189P102   815,558 830,000 SH   SOLE N/A 830,000 0 0
FISERV INC COM 337738108   671,700 10,000 SH   SOLE N/A 10,000 0 0
GALAPAGOS NV SPON ADR 36315X101   1,063,404 32,520 SH   SOLE N/A 32,520 0 0
GEO GROUP INC NEW COM 36162J106   2,418,000 150,000 SH   SOLE N/A 150,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   6,984,000 200,000 SH   SOLE N/A 200,000 0 0
GLOBANT S A COM L44385109   653,700 10,000 SH   SOLE N/A 10,000 0 0
GOLD COM INC COM 00181T107   476,700 14,000 SH   SOLE N/A 14,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   2,102,400 240,000 SH   SOLE N/A 240,000 0 0
GOSSAMER BIO INC COM 38341P102   958,554 309,211 SH   SOLE N/A 309,211 0 0
GROWGENERATION CORP COM 39986L109   1,536,188 1,024,125 SH   SOLE N/A 1,024,125 0 0
HERON THERAPEUTICS INC COM 427746102   1,602,929 1,233,022 SH   SOLE N/A 1,233,022 0 0
HONEYWELL INTL INC COM 438516106   12,680,850 65,000 SH   SOLE N/A 65,000 0 0
I-80 GOLD CORP *W EXP 11/16/202 44955L155   9,200,000 10,000,000 SH   SOLE N/A 10,000,000 0 0
I-80 GOLD CORP COM 44955L106   8,751,381 5,970,154 SH   SOLE N/A 5,970,154 0 0
INOGEN INC COM 45780L104   1,332,186 198,242 SH   SOLE N/A 198,242 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   23,827,500 750,000 SH Call SOLE N/A 750,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   32,210,000 500,000 SH Put SOLE N/A 500,000 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101   2,697,500 130,000 SH   SOLE N/A 130,000 0 0
JD.COM INC SPON ADS CL A 47215P106   4,592,000 160,000 SH   SOLE N/A 160,000 0 0
KRONOS WORLDWIDE INC COM 50105F105   176,800 40,000 SH   SOLE N/A 40,000 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302   134,766 117,188 SH   SOLE N/A 117,188 0 0
LULULEMON ATHLETICA INC COM 550021109   7,273,350 35,000 SH   SOLE N/A 35,000 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   11,245,618 3,460,190 SH   SOLE N/A 3,460,190 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   660,559 1,585,214 SH   SOLE N/A 1,585,214 0 0
NKARTA INC COM 65487U108   4,711,824 2,546,932 SH   SOLE N/A 2,546,932 0 0
NOBLE CORP PLC ORD SHS A G65431127   2,259,200 80,000 SH   SOLE N/A 80,000 0 0
NOVAVAX INC COM NEW 670002401   7,022,400 1,045,000 SH   SOLE N/A 1,045,000 0 0
NVIDIA CORPORATION COM 67066G104   51,287,500 275,000 SH Put SOLE N/A 275,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   41,024,709 6,714,355 SH   SOLE N/A 6,714,355 0 0
PERRIGO CO PLC SHS G97822103   1,392,000 100,000 SH   SOLE N/A 100,000 0 0
PLIANT THERAPEUTICS INC COM 729139105   2,365,271 1,938,747 SH   SOLE N/A 1,938,747 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109   866,182 428,803 SH   SOLE N/A 428,803 0 0
Q32 BIO INC COM 746964105   169,051 50,919 SH   SOLE N/A 50,919 0 0
QUIDELORTHO CORP COM 219798105   5,786,113 202,595 SH   SOLE N/A 202,595 0 0
RENATUS TACTICAL ACQUIS SHS CL A G7490F101   433,117 40,592 SH   SOLE N/A 40,592 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   10,485,409 2,987,296 SH   SOLE N/A 2,987,296 0 0
ROYAL BK CDA COM 780087102   42,486,108 249,200 SH Put SOLE N/A 249,200 0 0
SEADRILL LTD COM G7997W102   8,945,726 258,547 SH   SOLE N/A 258,547 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605   5,477,000 100,000 SH Call SOLE N/A 100,000 0 0
SPROUTS FMRS MKT INC COM 85208M102   1,593,400 20,000 SH   SOLE N/A 20,000 0 0
STELLANTIS N.V SHS N82405106   6,389,912 575,000 SH   SOLE N/A 575,000 0 0
STRATASYS LTD SHS M85548101   998,200 115,000 SH   SOLE N/A 115,000 0 0
TELADOC HEALTH INC COM 87918A105   13,698,629 1,956,947 SH   SOLE N/A 1,956,947 0 0
TELEFLEX INCORPORATED COM 879369106   1,220,400 10,000 SH   SOLE N/A 10,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   2,382,125 571,253 SH   SOLE N/A 571,253 0 0
UNION PAC CORP COM 907818108   4,048,100 17,500 SH   SOLE N/A 17,500 0 0
UNIQURE NV SHS N90064101   598,250 25,000 SH   SOLE N/A 25,000 0 0
VANDA PHARMACEUTICALS INC COM 921659108   1,731,243 196,286 SH   SOLE N/A 196,286 0 0
VIATRIS INC COM 92556V106   29,012,173 2,330,295 SH   SOLE N/A 2,330,295 0 0
WHIRLPOOL CORP COM 963320106   2,164,200 30,000 SH   SOLE N/A 30,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   3,235,875 37,500 SH   SOLE N/A 37,500 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   15,100,750 175,000 SH Call SOLE N/A 175,000 0 0