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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,989,000 27,625 SH   SOLE   27,625 0 0
ALIMERA SCIENCES INC COM NEW 016259202   690,380 124,169 SH   SOLE   124,169 0 0
ALPHABET INC CAP STK CL C 02079K107   3,462,970 18,880 SH   SOLE   18,880 0 0
ALPHABET INC CAP STK CL A 02079K305   38,167,893 209,541 SH   SOLE   209,541 0 0
ALTRIA GROUP INC COM 02209S103   2,062,413 45,278 SH   SOLE   45,278 0 0
AMAZON COM INC COM 023135106   37,069,988 191,824 SH   SOLE   191,824 0 0
ANGI INC COM CL A NEW 00183L102   50,688 26,400 SH   SOLE   26,400 0 0
ANTERO RESOURCES CORP COM 03674X106   3,010,607 92,265 SH   SOLE   92,265 0 0
APPLE INC COM 037833100   5,585,642 26,520 SH   SOLE   26,520 0 0
ARCADIUM LITHIUM PLC COM SHS G0508H110   45,360 13,500 SH   SOLE   13,500 0 0
ARCH CAP GROUP LTD ORD G0450A105   647,714 6,420 SH   SOLE   6,420 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   2,115,342 235,038 SH   SOLE   235,038 0 0
ARES ACQUISITION CORP II SHS CLASS A G33033104   1,067,000 100,000 SH   SOLE   100,000 0 0
ASCENT INDUSTRIES CO COM 871565107   452,649 46,378 SH   SOLE   46,378 0 0
ATLANTA BRAVES HLDGS INC COM SER A 047726104   1,316,237 31,847 SH   SOLE   31,847 0 0
AUNA S A CLASS A L0415A103   968,000 121,000 SH   SOLE   121,000 0 0
BAIDU INC SPON ADR REP A 056752108   497,260 5,750 SH   SOLE   5,750 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   927,775 92,500 SH   SOLE   92,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,489,530 8,578 SH   SOLE   8,578 0 0
BOEING CO COM 097023105   928,251 5,100 SH   SOLE   5,100 0 0
BOOKING HOLDINGS INC COM 09857L108   1,822,290 460 SH   SOLE   460 0 0
BROADCOM INC COM 11135F101   16,679,851 10,389 SH   SOLE   10,389 0 0
BYNORDIC ACQUISITION CORP CLASS A COM 124420100   846,780 75,000 SH   SOLE   75,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   923,250 3,000 SH   SOLE   3,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   15,315,915 385,403 SH   SOLE   385,403 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   12,263,566 655,105 SH   SOLE   655,105 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207   707,300 110,000 SH   SOLE   110,000 0 0
CENTURION ACQUISITION CORP UNIT 05/31/2032 G20315126   999,000 100,000 SH   SOLE   100,000 0 0
CF ACQUISITION CORP VII CLASS A COM 12521H107   632,362 57,750 SH   SOLE   57,750 0 0
CHEVRON CORP NEW COM 166764100   1,185,820 7,581 SH   SOLE   7,581 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,096,375 17,500 SH   SOLE   17,500 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502   401,467 10,398 SH   SOLE   10,398 0 0
CHURCHILL CAPITAL CORP IX CL A SHS G21301109   250,500 25,000 SH   SOLE   25,000 0 0
CHURCHILL CAPITAL CORP VII COM CL A 17144M102   1,184,700 110,000 SH   SOLE   110,000 0 0
CONOCOPHILLIPS COM 20825C104   1,944,460 17,000 SH   SOLE   17,000 0 0
COPA HOLDINGS SA CL A P31076105   11,232,477 118,013 SH   SOLE   118,013 0 0
COPART INC COM 217204106   666,168 12,300 SH   SOLE   12,300 0 0
COSAN S A ADS 22113B103   666,625 68,442 SH   SOLE   68,442 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,144,963 3,700 SH   SOLE   3,700 0 0
CREDICORP LTD COM G2519Y108   1,355,172 8,400 SH   SOLE   8,400 0 0
DANAHER CORPORATION COM 235851102   512,192 2,050 SH   SOLE   2,050 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   1,117,218 47,400 SH   SOLE   47,400 0 0
DISNEY WALT CO COM 254687106   1,038,375 10,458 SH   SOLE   10,458 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   5,610,990 147,000 SH   SOLE   147,000 0 0
ELI LILLY & CO COM 532457108   5,477,549 6,050 SH   SOLE   6,050 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   4,353,750 168,750 SH   SOLE   168,750 0 0
ENVIVA INC COM 29415B103   48,160 112,001 SH   SOLE   112,001 0 0
EQT CORP COM 26884L109   9,835,755 265,975 SH   SOLE   265,975 0 0
ESH ACQUISITION CORP COM 296424104   1,042,000 100,000 SH   SOLE   100,000 0 0
EVE MOBILITY ACQUISITION COR CL A ORD SHS G3218G109   1,080,921 98,355 SH   SOLE   98,355 0 0
EVERCORE INC CLASS A 29977A105   1,200,557 5,760 SH   SOLE   5,760 0 0
FLEX LTD ORD Y2573F102   4,665,878 158,219 SH   SOLE   158,219 0 0
FMC CORP COM NEW 302491303   345,300 6,000 SH   SOLE   6,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   1,679,340 15,600 SH   SOLE   15,600 0 0
GARRETT MOTION INC COM 366505105   644,250 75,000 SH   SOLE   75,000 0 0
GEOPARK LTD USD SHS G38327105   131,400 12,000 SH   SOLE   12,000 0 0
GOGO INC COM 38046C109   288,600 30,000 SH   SOLE   30,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   8,064,375 2,271,655 SH   SOLE   2,271,655 0 0
GRAF GLOBAL CORP UNIT 05/31/2032 G4036C114   1,000,080 100,000 SH   SOLE   100,000 0 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   726,726 13,650 SH   SOLE   13,650 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   209,979 4,158 SH   SOLE   4,158 0 0
HAYMAKER ACQUISITION CORP IV CLASS A G4375F108   525,500 50,000 SH   SOLE   50,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   3,341,943 51,950 SH   SOLE   51,950 0 0
HOLLEY INC COM 43538H103   375,900 105,000 SH   SOLE   105,000 0 0
HOME DEPOT INC COM 437076102   8,534,398 24,792 SH   SOLE   24,792 0 0
IB ACQUISITION CORP COM SHS 44934N108   997,000 100,000 SH   SOLE   100,000 0 0
ICICI BANK LIMITED ADR 45104G104   2,751,355 95,500 SH   SOLE   95,500 0 0
ILLUMINA INC COM 452327109   1,513,510 14,500 SH   SOLE   14,500 0 0
INFLECTION PT ACQUISITN CRP CL A ORD SHS G4790U102   530,000 50,000 SH   SOLE   50,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   2,634,730 141,500 SH   SOLE   141,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   997,028 2,081 SH   SOLE   2,081 0 0
IQIYI INC SPONSORED ADS 46267X108   73,400 20,000 SH   SOLE   20,000 0 0
IQVIA HLDGS INC COM 46266C105   4,170,654 19,725 SH   SOLE   19,725 0 0
ISHARES BITCOIN TR SHS 46438F101   8,898,591 260,650 SH   SOLE   260,650 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,643,454 13,029 SH   SOLE   13,029 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   978,942 24,100 SH   SOLE   24,100 0 0
ISHARES TR ISHARES BIOTECH 464287556   1,029,450 7,500 SH   SOLE   7,500 0 0
ISHARES TR MSCI INDIA ETF 46429B598   853,434 15,300 SH   SOLE   15,300 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   1,361,876 52,400 SH   SOLE   52,400 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   388,360 66,500 SH   SOLE   66,500 0 0
JOHNSON & JOHNSON COM 478160104   542,838 3,714 SH   SOLE   3,714 0 0
JPMORGAN CHASE & CO. COM 46625H100   652,288 3,225 SH   SOLE   3,225 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   933,747 49,641 SH   SOLE   49,641 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105   2,456,874 43,400 SH   SOLE   43,400 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   1,353,026 50,075 SH   SOLE   50,075 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,010,610 4,500 SH   SOLE   4,500 0 0
LAMB WESTON HLDGS INC COM 513272104   6,099,163 72,540 SH   SOLE   72,540 0 0
LIONHEART HOLDINGS UNIT 99/99/9999 G5501C125   998,710 100,000 SH   SOLE   100,000 0 0
LUMENT FINANCE TRUST INC COM 55025L108   1,216,104 506,710 SH   SOLE   506,710 0 0
M & T BK CORP COM 55261F104   227,040 1,500 SH   SOLE   1,500 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,295,802 118,681 SH   SOLE   118,681 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,855,517 13,273 SH   SOLE   13,273 0 0
MCDONALDS CORP COM 580135101   736,488 2,890 SH   SOLE   2,890 0 0
MELAR ACQUISITION CORP. I UNIT 06/10/2029 G6004G126   1,000,000 100,000 SH   SOLE   100,000 0 0
MERCADOLIBRE INC COM 58733R102   3,574,395 2,175 SH   SOLE   2,175 0 0
MERCK & CO INC COM 58933Y105   272,112 2,198 SH   SOLE   2,198 0 0
META PLATFORMS INC CL A 30303M102   12,896,435 25,577 SH   SOLE   25,577 0 0
MICROSOFT CORP COM 594918104   31,573,889 70,643 SH   SOLE   70,643 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   600,705 31,500 SH   SOLE   31,500 0 0
MONDELEZ INTL INC CL A 609207105   3,209,570 49,046 SH   SOLE   49,046 0 0
MONEYHERO LIMITED ORD SHS G6202B101   52,920 28,000 SH   SOLE   28,000 0 0
MONEYHERO LIMITED *W EXP 09/13/202 G6202B119   1,824 23,200 SH   SOLE   23,200 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   35,420 11,000 SH   SOLE   11,000 0 0
NEXTNAV INC COMMON STOCK 65345N106   405,500 50,000 SH   SOLE   50,000 0 0
NVIDIA CORPORATION COM 67066G104   20,198,790 163,500 SH   SOLE   163,500 0 0
OCULAR THERAPEUTIX INC COM 67576A100   17,717,413 2,590,265 SH   SOLE   2,590,265 0 0
ODYSSEY MARINE EXPL INC COM NEW 676118201   136,860 28,045 SH   SOLE   28,045 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,212,101 17,682 SH   SOLE   17,682 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   4,963,482 4,700 SH   SOLE   4,700 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   1,028,500 55,000 SH   SOLE   55,000 0 0
PARKER-HANNIFIN CORP COM 701094104   505,810 1,000 SH   SOLE   1,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   1,463,490 101,000 SH   SOLE   101,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   283,030 20,750 SH   SOLE   20,750 0 0
PHILIP MORRIS INTL INC COM 718172109   5,062,244 49,958 SH   SOLE   49,958 0 0
PORTMAN RIDGE FIN CORP COM NEW 73688F201   530,015 27,014 SH   SOLE   27,014 0 0
REPUBLIC SVCS INC COM 760759100   913,398 4,700 SH   SOLE   4,700 0 0
SALESFORCE INC COM 79466L302   1,671,150 6,500 SH   SOLE   6,500 0 0
SCHLUMBERGER LTD COM STK 806857108   1,321,040 28,000 SH   SOLE   28,000 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   1,797,582 14,750 SH   SOLE   14,750 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   5,657,723 38,818 SH   SOLE   38,818 0 0
SERVICENOW INC COM 81762P102   970,751 1,234 SH   SOLE   1,234 0 0
SHELL PLC SPON ADS 780259305   4,128,985 57,204 SH   SOLE   57,204 0 0
SHOPIFY INC CL A 82509L107   990,750 15,000 SH   SOLE   15,000 0 0
SILVERBOX CORP III COM CL A 82836N107   2,120,000 200,000 SH   SOLE   200,000 0 0
SNOWFLAKE INC CL A 833445109   3,208,387 23,750 SH   SOLE   23,750 0 0
SONY GROUP CORP SPONSORED ADR 835699307   254,850 3,000 SH   SOLE   3,000 0 0
SOUTHERN COPPER CORP COM 84265V105   829,598 7,700 SH   SOLE   7,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   10,450,657 19,203 SH   SOLE   19,203 0 0
SPDR SER TR S&P REGL BKG 78464A698   2,626,850 53,500 SH   SOLE   53,500 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848   214,488 5,400 SH   SOLE   5,400 0 0
STARBUCKS CORP COM 855244109   871,920 11,200 SH   SOLE   11,200 0 0
SUZANO S A SPON ADS 86959K105   674,739 65,700 SH   SOLE   65,700 0 0
SYNOPSYS INC COM 871607107   595,060 1,000 SH   SOLE   1,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,623,338 55,367 SH   SOLE   55,367 0 0
TENARIS S A SPONSORED ADS 88031M109   561,568 18,400 SH   SOLE   18,400 0 0
TJX COS INC NEW COM 872540109   1,442,310 13,100 SH   SOLE   13,100 0 0
TRAILBLAZER MERGER CORP I CL A 89278D109   1,188,484 110,000 SH   SOLE   110,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   2,270,100 48,300 SH   SOLE   48,300 0 0
UBER TECHNOLOGIES INC COM 90353T100   26,044,660 358,347 SH   SOLE   358,347 0 0
UNITED RENTALS INC COM 911363109   323,365 500 SH   SOLE   500 0 0
VALE S A SPONSORED ADS 91912E105   1,340,400 120,000 SH   SOLE   120,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   912,450 3,500 SH   SOLE   3,500 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   2,726,080 224,000 SH   SOLE   224,000 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   530,472 1,983 SH   SOLE   1,983 0 0
VISA INC COM CL A 92826C839   12,405,382 47,264 SH   SOLE   47,264 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   7,729,826 169,961 SH   SOLE   169,961 0 0
WALMART INC COM 931142103   6,354,787 93,853 SH   SOLE   93,853 0 0
WEIBO CORP SPONSORED ADR 948596101   81,531 10,616 SH   SOLE   10,616 0 0
WELLS FARGO CO NEW COM 949746101   207,865 3,500 SH   SOLE   3,500 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669   538,545 6,900 SH   SOLE   6,900 0 0
WORKDAY INC CL A 98138H101   871,884 3,900 SH   SOLE   3,900 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   1,702,000 23,000 SH   SOLE   23,000 0 0
XERIS BIOPHARMA HOLDINGS INC COM 98422E103   31,500 14,000 SH   SOLE   14,000 0 0