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
ALCOA CORP COM 013872106   68,350,115 1,718,203 SH   SOLE   1,718,203 0 0
ALVOTECH ORDINARY SHARES L01800108   8,877,676 730,072 SH   SOLE   730,072 0 0
AMAZON COM INC COM 023135106   77,300,000 400,000 SH Call SOLE   400,000 0 0
AMAZON COM INC COM 023135106   221,445,948 1,145,904 SH   SOLE   1,145,904 0 0
AMGEN INC COM 031162100   19,845,887 63,517 SH   SOLE   63,517 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   59,035,000 500,000 SH Call SOLE   500,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   128,042,901 1,084,466 SH   SOLE   1,084,466 0 0
ARAMARK COM 03852U106   73,684,258 2,165,910 SH   SOLE   2,165,910 0 0
ARCH RESOURCES INC CL A 03940R107   9,310,843 61,163 SH   SOLE   61,163 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   17,695,274 17,302 SH   SOLE   17,302 0 0
AUTOLIV INC COM 052800109   102,308,974 956,248 SH   SOLE   956,248 0 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100   13,491,070 1,458,494 SH   SOLE   1,458,494 0 0
BANCO MACRO SA SPON ADR B 05961W105   15,532,073 270,924 SH   SOLE   270,924 0 0
BANK AMERICA CORP COM 060505104   76,212,643 1,916,335 SH   SOLE   1,916,335 0 0
BAUSCH HEALTH COS INC COM 071734107   10,873,200 1,560,000 SH   SOLE   1,560,000 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   9,416,220 648,500 SH   SOLE   648,500 0 0
BAXTER INTL INC COM 071813109   79,517,206 2,377,196 SH   SOLE   2,377,196 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   19,104,588 334,347 SH   SOLE   334,347 0 0
BROADCOM INC COM 11135F101   45,362,645 28,254 SH   SOLE   28,254 0 0
CAMECO CORP COM 13321L108   8,578,512 174,360 SH   SOLE   174,360 0 0
CHESAPEAKE ENERGY CORP COM 165167735   27,029,907 328,871 SH   SOLE   328,871 0 0
COHERENT CORP COM 19247G107   232,458,636 3,208,096 SH   SOLE   3,208,096 0 0
CONFLUENT INC CLASS A COM 20717M103   5,489,538 185,897 SH   SOLE   185,897 0 0
COUPANG INC CL A 22266T109   265,266,931 12,661,906 SH   SOLE   12,661,906 0 0
CRH PLC ORD G25508105   198,017,906 2,640,943 SH   SOLE   2,640,943 0 0
DOORDASH INC CL A 25809K105   58,087,215 533,988 SH   SOLE   533,988 0 0
EQT CORP COM 26884L109   34,924,171 944,407 SH   SOLE   944,407 0 0
EVERGY INC COM 30034W106   13,755,303 259,681 SH   SOLE   259,681 0 0
EXPEDIA GROUP INC COM NEW 30212P303   50,396,000 400,000 SH Call SOLE   400,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   109,179,154 866,570 SH   SOLE   866,570 0 0
FLUTTER ENTMT PLC SHS G3643J108   76,335,167 418,596 SH   SOLE   418,596 0 0
FREEPORT-MCMORAN INC CL B 35671D857   73,888,378 1,520,337 SH   SOLE   1,520,337 0 0
GE VERNOVA INC COM 36828A101   145,833,752 850,293 SH   SOLE   850,293 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   13,309,216 435,511 SH   SOLE   435,511 0 0
GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108   3,209,225 473,337 SH   SOLE   473,337 0 0
ICHOR HOLDINGS SHS G4740B105   11,338,249 294,118 SH   SOLE   294,118 0 0
ISHARES SILVER TR ISHARES 46428Q109   71,739,000 2,700,000 SH Call SOLE   2,700,000 0 0
ISHARES TR MBS ETF 464288588   25,218,187 274,678 SH   SOLE   274,678 0 0
KKR & CO INC COM 48251W104   142,510,851 1,354,151 SH   SOLE   1,354,151 0 0
LUMENTUM HLDGS INC COM 55024U109   38,190,000 750,000 SH Call SOLE   750,000 0 0
LUMENTUM HLDGS INC COM 55024U109   48,186,003 946,308 SH   SOLE   946,308 0 0
LUMENTUM HLDGS INC NOTE 0.500% 6/1 55024UAF6   20,819,460 26,500,000 PRN   SOLE   26,500,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   120,927,000 1,730,000 SH Call SOLE   1,730,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   160,552,192 2,296,884 SH   SOLE   2,296,884 0 0
MICROSOFT CORP COM 594918104   84,568,303 189,212 SH   SOLE   189,212 0 0
MKS INSTRS INC COM 55306N104   19,091,318 146,204 SH   SOLE   146,204 0 0
NATERA INC COM 632307104   39,966,590 369,070 SH   SOLE   369,070 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   13,695,328 309,429 SH   SOLE   309,429 0 0
ROIVANT SCIENCES LTD SHS G76279101   47,403,258 4,484,698 SH   SOLE   4,484,698 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   54,690,000 600,000 SH Call SOLE   600,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   462,587,000 850,000 SH Put SOLE   850,000 0 0
TECK RESOURCES LTD CL B 878742204   67,797,660 1,415,400 SH   SOLE   1,415,400 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   40,625,000 2,500,000 SH Call SOLE   2,500,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   148,634,249 9,146,723 SH   SOLE   9,146,723 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   49,855,162 90,154 SH   SOLE   90,154 0 0
ULTA BEAUTY INC COM 90384S303   19,798,990 51,310 SH   SOLE   51,310 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   11,481,433 132,626 SH   SOLE   132,626 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   68,654,698 1,509,558 SH   SOLE   1,509,558 0 0
WARRIOR MET COAL INC COM 93627C101   10,207,030 162,610 SH   SOLE   162,610 0 0
WESCO INTL INC COM 95082P105   124,438,200 785,000 SH Call SOLE   785,000 0 0
WESCO INTL INC COM 95082P105   160,195,715 1,010,571 SH   SOLE   1,010,571 0 0
WESTERN DIGITAL CORP. COM 958102105   8,104,662 106,964 SH   SOLE   106,964 0 0
WOLFSPEED INC NOTE 0.250% 2/1 977852AB8   8,812,350 15,000,000 PRN   SOLE   15,000,000 0 0
WORKDAY INC CL A 98138H101   150,066,886 671,260 SH   SOLE   671,260 0 0