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
Estimated average burden
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
ADOBE INC COM 00724F101   4,446,800 10,000 SH   SOLE 0 10,000 0 0
AERCAP HOLDINGS NV SHS N00985106   26,704,607 279,045 SH   SOLE 0 279,045 0 0
ALBEMARLE CORP COM 012653101   6,071,222 70,530 SH   SOLE 0 70,530 0 0
ALIGHT INC COM CL A 01626W101   19,581,095 2,829,638 SH   SOLE 0 2,829,638 0 0
ALPHABET INC CAP STK CL A 02079K305   3,075,179 16,245 SH   SOLE 0 16,245 0 0
AMAZON COM INC COM 023135106   12,970,117 59,119 SH   SOLE 0 59,119 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   2,222,325 127,500 SH   SOLE 0 127,500 0 0
ANTERO RESOURCES CORP COM 03674X106   1,331,865 37,999 SH   SOLE 0 37,999 0 0
APPLE INC COM 037833100   1,994,846 7,966 SH   SOLE 0 7,966 0 0
APPLOVIN CORP COM CL A 03831W108   6,152,770 19,000 SH   SOLE 0 19,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   3,302,331 1,097,120 SH   SOLE 0 1,097,120 0 0
ARISTA NETWORKS INC COM SHS 040413205   3,360,112 30,400 SH   SOLE 0 30,400 0 0
ARK ETF TR INNOVATION ETF 00214Q104   17,031,000 300,000 SH Put SOLE 0 300,000 0 0
ATI INC COM 01741R102   2,311,680 42,000 SH   SOLE 0 42,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   22,762,248 401,734 SH   SOLE 0 401,734 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100   4,088,956 188,692 SH   SOLE 0 188,692 0 0
BLACKSTONE INC COM 09260D107   3,477,022 20,166 SH   SOLE 0 20,166 0 0
BLOCK H & R INC COM 093671105   1,062,084 20,100 SH   SOLE 0 20,100 0 0
BLOOMIN BRANDS INC COM 094235108   4,054,453 332,060 SH   SOLE 0 332,060 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,701,930 30,250 SH   SOLE 0 30,250 0 0
BP PLC SPONSORED ADR 055622104   5,912,000 200,000 SH   SOLE 0 200,000 0 0
BROADCOM INC COM 11135F101   5,286,184 22,801 SH   SOLE 0 22,801 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   7,823,488 234,096 SH   SOLE 0 234,096 0 0
CAMECO CORP COM 13321L108   376,791 7,332 SH   SOLE 0 7,332 0 0
CANADIAN NATL RY CO COM 136375102   2,030,200 20,000 SH   SOLE 0 20,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,156,965 102,420 SH   SOLE 0 102,420 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   21,060,000 1,000,000 SH Call SOLE 0 1,000,000 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   2,375,940 14,000 SH   SOLE 0 14,000 0 0
CELESTICA INC COM 15101Q207   5,606,487 60,742 SH   SOLE 0 60,742 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,351,700 39,000 SH   SOLE 0 39,000 0 0
CI&T INC COM CL A G21307106   16,387,428 2,699,741 SH   SOLE 0 2,699,741 0 0
CISCO SYS INC COM 17275R102   6,705,466 113,268 SH   SOLE 0 113,268 0 0
CLARIVATE PLC ORD SHS G21810109   16,627,729 3,273,175 SH   SOLE 0 3,273,175 0 0
CONOCOPHILLIPS COM 20825C104   7,438,742 75,010 SH   SOLE 0 75,010 0 0
CROCS INC COM 227046109   12,770,431 116,593 SH   SOLE 0 116,593 0 0
CROCS INC COM 227046109   10,953,000 100,000 SH Call SOLE 0 100,000 0 0
CROWN CASTLE INC COM 22822V101   1,713,367 18,878 SH   SOLE 0 18,878 0 0
CVS HEALTH CORP COM 126650100   8,080,200 180,000 SH   SOLE 0 180,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,252,350 20,700 SH   SOLE 0 20,700 0 0
DOMINOS PIZZA INC COM 25754A201   2,058,923 4,905 SH   SOLE 0 4,905 0 0
E L F BEAUTY INC COM 26856L103   5,689,424 45,316 SH   SOLE 0 45,316 0 0
ECOLAB INC COM 278865100   15,899,784 67,855 SH   SOLE 0 67,855 0 0
ELI LILLY & CO COM 532457108   2,933,600 3,800 SH   SOLE 0 3,800 0 0
ENTERGY CORP NEW COM 29364G103   2,300,530 30,342 SH   SOLE 0 30,342 0 0
EQT CORP COM 26884L109   5,227,306 113,366 SH   SOLE 0 113,366 0 0
EXPAND ENERGY CORPORATION COM 165167735   4,512,801 45,332 SH   SOLE 0 45,332 0 0
FLUTTER ENTMT PLC SHS G3643J108   3,909,832 15,128 SH   SOLE 0 15,128 0 0
GAP INC COM 364760108   3,584,978 151,713 SH   SOLE 0 151,713 0 0
GE AEROSPACE COM NEW 369604301   6,335,018 37,982 SH   SOLE 0 37,982 0 0
GLOBANT S A COM L44385109   25,323,002 118,100 SH   SOLE 0 118,100 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   8,040,330 893,370 SH   SOLE 0 893,370 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   7,200,000 800,000 SH Call SOLE 0 800,000 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107   6,569,980 930,592 SH   SOLE 0 930,592 0 0
HECLA MNG CO COM 422704106   491,000 100,000 SH   SOLE 0 100,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,420,364 113,366 SH   SOLE 0 113,366 0 0
HOWMET AEROSPACE INC COM 443201108   4,138,561 37,840 SH   SOLE 0 37,840 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,955,413 7,578 SH   SOLE 0 7,578 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   17,523,000 100,000 SH Put SOLE 0 100,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   52,569,000 300,000 SH Call SOLE 0 300,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   61,347,600 120,000 SH Put SOLE 0 120,000 0 0
IREN LIMITED ORDINARY SHARES Q4982L109   742,009 75,561 SH   SOLE 0 75,561 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   17,107,600 760,000 SH   SOLE 0 760,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   40,918,678 1,817,800 SH Put SOLE 0 1,817,800 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   150,767,478 6,697,800 SH Call SOLE 0 6,697,800 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,278,194,997 2,171,290 SH   SOLE 0 2,171,290 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   198,864,000 900,000 SH Put SOLE 0 900,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   20,991,200 95,000 SH Call SOLE 0 95,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   23,595,000 300,000 SH Put SOLE 0 300,000 0 0
ISHARES TR US HOME CONS ETF 464288752   31,017,000 300,000 SH Put SOLE 0 300,000 0 0
LOWES COS INC COM 548661107   1,718,962 6,965 SH   SOLE 0 6,965 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,036,520 45,600 SH   SOLE 0 45,600 0 0
MATERION CORP COM 576690101   494,400 5,000 SH   SOLE 0 5,000 0 0
META PLATFORMS INC CL A 30303M102   13,313,326 22,738 SH   SOLE 0 22,738 0 0
MICROSOFT CORP COM 594918104   17,809,218 42,252 SH   SOLE 0 42,252 0 0
MICROSTRATEGY INC CL A NEW 594972408   33,306,300 115,000 SH Put SOLE 0 115,000 0 0
MP MATERIALS CORP COM CL A 553368101   2,074,800 133,000 SH   SOLE 0 133,000 0 0
MURPHY USA INC COM 626755102   1,404,900 2,800 SH   SOLE 0 2,800 0 0
NEXGEN ENERGY LTD COM 65340P106   990,000 150,000 SH Put SOLE 0 150,000 0 0
NISOURCE INC COM 65473P105   1,394,013 37,922 SH   SOLE 0 37,922 0 0
NOVANTA INC COM 67000B104   2,316,604 15,164 SH   SOLE 0 15,164 0 0
NUTANIX INC CL A 67059N108   14,442,824 236,071 SH   SOLE 0 236,071 0 0
NVIDIA CORPORATION COM 67066G104   8,164,832 60,800 SH   SOLE 0 60,800 0 0
PACER FDS TR PACER US SMALL 69374H857   18,231,847 414,266 SH   SOLE 0 414,266 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   2,873,940 38,000 SH   SOLE 0 38,000 0 0
PARKER-HANNIFIN CORP COM 701094104   3,657,173 5,750 SH   SOLE 0 5,750 0 0
PERRIGO CO PLC SHS G97822103   28,208,806 1,097,192 SH   SOLE 0 1,097,192 0 0
PHILIP MORRIS INTL INC COM 718172109   7,943,100 66,000 SH   SOLE 0 66,000 0 0
PLANET FITNESS INC CL A 72703H101   2,966,100 30,000 SH   SOLE 0 30,000 0 0
PPL CORP COM 69351T106   1,850,220 57,000 SH   SOLE 0 57,000 0 0
RANGE RES CORP COM 75281A109   683,584 18,999 SH   SOLE 0 18,999 0 0
RB GLOBAL INC COM 74935Q107   38,942,304 431,685 SH   SOLE 0 431,685 0 0
REDDIT INC CL A 75734B100   3,726,432 22,800 SH   SOLE 0 22,800 0 0
RIOT PLATFORMS INC COM 767292105   3,081,235 301,786 SH   SOLE 0 301,786 0 0
ROBINHOOD MKTS INC COM CL A 770700102   7,452,000 200,000 SH Put SOLE 0 200,000 0 0
ROYAL BK CDA COM 780087102   6,242,418 51,800 SH   SOLE 0 51,800 0 0
ROYAL GOLD INC COM 780287108   1,318,500 10,000 SH   SOLE 0 10,000 0 0
RYDER SYS INC COM 783549108   6,501,063 41,445 SH   SOLE 0 41,445 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   32,506,690 236,292 SH   SOLE 0 236,292 0 0
SEMPRA COM 816851109   665,093 7,582 SH   SOLE 0 7,582 0 0
SERVICE CORP INTL COM 817565104   1,779,986 22,300 SH   SOLE 0 22,300 0 0
SHERWIN WILLIAMS CO COM 824348106   2,775,189 8,164 SH   SOLE 0 8,164 0 0
SHIFT4 PMTS INC CL A 82452J109   7,086,617 68,285 SH   SOLE 0 68,285 0 0
SIGMA LITHIUM CORPORATION COM 826599102   13,029,786 1,161,300 SH Call SOLE 0 1,161,300 0 0
SOUTHWEST AIRLS CO COM 844741108   1,630,570 48,500 SH   SOLE 0 48,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   17,582,400 30,000 SH   SOLE 0 30,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   249,084,000 425,000 SH Put SOLE 0 425,000 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   126,105,012 221,400 SH   SOLE 0 221,400 0 0
STONECO LTD COM CL A G85158106   14,739,120 1,849,325 SH   SOLE 0 1,849,325 0 0
TALEN ENERGY CORP COM 87422Q109   6,599,351 32,756 SH   SOLE 0 32,756 0 0
TECK RESOURCES LTD CL B 878742204   2,796,975 69,010 SH   SOLE 0 69,010 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   55,568,718 440,218 SH   SOLE 0 440,218 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   29,032,900 230,000 SH Call SOLE 0 230,000 0 0
TERAWULF INC COM 88080T104   212,805 37,598 SH   SOLE 0 37,598 0 0
TESLA INC COM 88160R101   8,076,800 20,000 SH Put SOLE 0 20,000 0 0
T-MOBILE US INC COM 872590104   2,489,393 11,278 SH   SOLE 0 11,278 0 0
TRANSALTA CORP COM 89346D107   537,417 37,980 SH   SOLE 0 37,980 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,222,400 70,000 SH   SOLE 0 70,000 0 0
ULTA BEAUTY INC COM 90384S303   4,131,835 9,500 SH   SOLE 0 9,500 0 0
URANIUM ENERGY CORP COM 916896103   2,007,000 300,000 SH   SOLE 0 300,000 0 0
US FOODS HLDG CORP COM 912008109   3,076,176 45,600 SH   SOLE 0 45,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,814,374 9,472 SH   SOLE 0 9,472 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   1,630,443 30,132 SH   SOLE 0 30,132 0 0
VTEX SHS CL A G9470A102   313,937 53,300 SH   SOLE 0 53,300 0 0
WASTE CONNECTIONS INC COM 94106B101   9,423,345 54,921 SH   SOLE 0 54,921 0 0
WENDYS CO COM 95058W100   1,124,700 69,000 SH   SOLE 0 69,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   3,093,200 55,000 SH   SOLE 0 55,000 0 0
WINGSTOP INC COM 974155103   545,096 1,918 SH   SOLE 0 1,918 0 0
XCEL ENERGY INC COM 98389B100   1,535,945 22,748 SH   SOLE 0 22,748 0 0
YUM BRANDS INC COM 988498101   4,212,624 31,400 SH   SOLE 0 31,400 0 0