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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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
ABBVIE INC COM 00287Y109   1,111,500 900 SH Call SOLE   900 0 0
AIR PRODS & CHEMS INC COM 009158106   760,245 2,647 SH   SOLE   2,647 0 0
AIRBNB INC COM CL A 009066101   397,085 3,192 SH   SOLE   3,192 0 0
ALBEMARLE CORP COM 012653101   209,988 950 SH   SOLE   950 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   269,128 5,608 SH   SOLE   5,608 0 0
AMAZON COM INC COM 023135106   28,800 720 SH Call SOLE   720 0 0
AMBEV SA SPONSORED ADR 02319V103   706,540 250,546 SH   SOLE   250,546 0 0
APPLE INC COM 037833100   4,452,300 27,000 SH   SOLE   27,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   522,049 18,089 SH   SOLE   18,089 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   1,306,597 498,701 SH   SOLE   498,701 0 0
BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107   134,916 25,408 SH   SOLE   25,408 0 0
CARISMA THERAPEUTICS INC COM 14216R101   158,894 51,256 SH   SOLE   51,256 0 0
CARVANA CO CL A 146869102   244,750 25,000 SH   SOLE   25,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,886,787 11,972 SH   SOLE   11,972 0 0
CHIMERIX INC COM 16934W106   15,004 11,908 SH   SOLE   11,908 0 0
COCA COLA CO COM 191216100   1,177,826 18,988 SH   SOLE   18,988 0 0
COLGATE PALMOLIVE CO COM 194162103   257,689 3,429 SH   SOLE   3,429 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,128,889 2,272 SH   SOLE   2,272 0 0
COURSERA INC COM 22266M104   131,731 11,435 SH   SOLE   11,435 0 0
DENISON MINES CORP COM 248356107   130,800 120,000 SH   SOLE   120,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102   186,636 15,100 SH   SOLE   15,100 0 0
DOW INC COM 260557103   437,025 7,972 SH   SOLE   7,972 0 0
DR REDDYS LABS LTD ADR 256135203   229,769 4,036 SH   SOLE   4,036 0 0
DUOLINGO INC CL A COM 26603R106   285,180 2,000 SH   SOLE   2,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   426,457 5,942 SH   SOLE   5,942 0 0
E L F BEAUTY INC COM 26856L103   207,934 2,525 SH   SOLE   2,525 0 0
ECOLAB INC COM 278865100   503,211 3,040 SH   SOLE   3,040 0 0
ENOVIX CORPORATION COM 293594107   328,020 22,000 SH   SOLE   22,000 0 0
FASTLY INC CL A 31188V100   568,320 32,000 SH   SOLE   32,000 0 0
FIRST SOLAR INC COM 336433107   282,968 1,301 SH   SOLE   1,301 0 0
FREEPORT-MCMORAN INC CL B 35671D857   723,534 17,686 SH   SOLE   17,686 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   190 2 SH Call SOLE   2 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   261,900 13,141 SH   SOLE   13,141 0 0
GRAN TIERRA ENERGY INC COM 38500T101   36,219 41,200 SH   SOLE   41,200 0 0
HALLIBURTON CO COM 406216101   467,576 14,778 SH   SOLE   14,778 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,213,861 18,207 SH   SOLE   18,207 0 0
ICICI BANK LIMITED ADR 45104G104   1,136,273 52,654 SH   SOLE   52,654 0 0
INFOSYS LTD SPONSORED ADR 456788108   1,629,803 93,452 SH   SOLE   93,452 0 0
INSULET CORP COM 45784P101   261,547 820 SH   SOLE   820 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   4,598,460 18,000 SH   SOLE   18,000 0 0
INVESCO EXCH TRADED FD TR II S&P SMLCP ENGY 46138E164   278,100 30,000 SH   SOLE   30,000 0 0
INVITAE CORP COM 46185L103   40,500 30,000 SH   SOLE   30,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   7,500 2,500 SH Call SOLE   2,500 0 0
ISHARES SILVER TR ISHARES 46428Q109   221,200 10,000 SH   SOLE   10,000 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   1,260,341 258,797 SH   SOLE   258,797 0 0
KINDER MORGAN INC DEL COM 49456B101   654,279 37,366 SH   SOLE   37,366 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   269,794 8,650 SH   SOLE   8,650 0 0
LAUDER ESTEE COS INC CL A 518439104   396,801 1,610 SH   SOLE   1,610 0 0
LINDE PLC SHS G54950103   1,503,511 4,230 SH   SOLE   4,230 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   258,198 2,750 SH   SOLE   2,750 0 0
MARATHON PETE CORP COM 56585A102   1,432,704 10,626 SH   SOLE   10,626 0 0
MARKETWISE INC COM CL A 57064P107   33,335 18,019 SH   SOLE   18,019 0 0
MARTIN MARIETTA MATLS INC COM 573284106   330,206 930 SH   SOLE   930 0 0
MERCADOLIBRE INC COM 58733R102   814,561 618 SH   SOLE   618 0 0
MICROSOFT CORP COM 594918104   1,816,290 6,300 SH   SOLE   6,300 0 0
MONDELEZ INTL INC CL A 609207105   399,914 5,736 SH   SOLE   5,736 0 0
MONOLITHIC PWR SYS INC COM 609839105   259,780 519 SH   SOLE   519 0 0
NEWMONT CORP COM 651639106   474,759 9,685 SH   SOLE   9,685 0 0
NEXTERA ENERGY INC COM 65339F101   375,148 4,867 SH   SOLE   4,867 0 0
NOUVEAU MONDE GRAPHITE INC COM NEW 66979W842   123,854 24,143 SH   SOLE   24,143 0 0
NUCOR CORP COM 670346105   475,459 3,078 SH   SOLE   3,078 0 0
NVIDIA CORPORATION COM 67066G104   5,749,839 20,700 SH   SOLE   20,700 0 0
ONEOK INC NEW COM 682680103   572,305 9,007 SH   SOLE   9,007 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   31,680 18,000 SH   SOLE   18,000 0 0
ORACLE CORP COM 68389X105   2,956,500 1,800 SH Call SOLE   1,800 0 0
PAGERDUTY INC COM 69553P100   283,828 8,114 SH   SOLE   8,114 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,512,626 179,009 SH   SOLE   179,009 0 0
PEPSICO INC COM 713448108   1,099,634 6,032 SH   SOLE   6,032 0 0
PHILLIPS 66 COM 718546104   886,669 8,746 SH   SOLE   8,746 0 0
PPG INDS INC COM 693506107   367,879 2,754 SH   SOLE   2,754 0 0
PROCTER AND GAMBLE CO COM 742718109   1,830,077 12,308 SH   SOLE   12,308 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   144,100 10,000 SH   SOLE   10,000 0 0
SCHLUMBERGER LTD COM STK 806857108   1,244,980 25,356 SH   SOLE   25,356 0 0
SCILEX HOLDING CO COM 80880W106   20,034 19,080 SH   SOLE   19,080 0 0
SENSEI BIOTHERAPEUTICS INC COM 81728A108   16,500 11,000 SH   SOLE   11,000 0 0
SHERWIN WILLIAMS CO COM 824348106   582,154 2,590 SH   SOLE   2,590 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   264,600 1,050 SH Call SOLE   1,050 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   313,700 10,000 SH   SOLE   10,000 0 0
STEM INC COM 85859N102   68,040 12,000 SH   SOLE   12,000 0 0
SURO CAPITAL CORP COM NEW 86887Q109   120,184 33,200 SH   SOLE   33,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,875,155 30,909 SH   SOLE   30,909 0 0
UBS GROUP AG SHS H42097107   505,012 26,180 SH   SOLE   26,180 0 0
URANIUM ENERGY CORP COM 916896103   120,485 41,835 SH   SOLE   41,835 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   212,658 808 SH   SOLE   808 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   147,378 12,100 SH   SOLE   12,100 0 0
VULCAN MATLS CO COM 929160109   238,983 1,393 SH   SOLE   1,393 0 0
WALMART INC COM 931142103   274,257 1,860 SH   SOLE   1,860 0 0
WILLIAMS COS INC COM 969457100   604,964 20,260 SH   SOLE   20,260 0 0
WIPRO LTD SPON ADR 1 SH 97651M109   210,828 46,955 SH   SOLE   46,955 0 0
WORKDAY INC CL A 98138H101   309,810 1,500 SH   SOLE   1,500 0 0