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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABERCROMBIE & FITCH CO CL A 002896207 1,242,750 15,000 SH SOLE 15,000 0 0
ALDEL FINL II INC CL A G01558108 524,500 50,000 SH SOLE 50,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 632,261 5,575 SH SOLE 5,575 0 0
ALPHABET INC CAP STK CL C 02079K107 3,066,364 17,286 SH SOLE 17,286 0 0
ALPHABET INC CAP STK CL A 02079K305 36,581,118 207,576 SH SOLE 207,576 0 0
ALTRIA GROUP INC COM 02209S103 2,478,231 42,269 SH SOLE 42,269 0 0
AMAZON COM INC COM 023135106 36,371,571 165,785 SH SOLE 165,785 0 0
ANTERO RESOURCES CORP COM 03674X106 4,148,840 103,000 SH SOLE 103,000 0 0
AON PLC SHS CL A G0403H108 713,520 2,000 SH SOLE 2,000 0 0
APPLE INC COM 037833100 5,874,017 28,630 SH SOLE 28,630 0 0
APPLOVIN CORP COM CL A 03831W108 350,080 1,000 SH SOLE 1,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,342,987 14,750 SH SOLE 14,750 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,312,896 166,400 SH SOLE 166,400 0 0
ARES ACQUISITION CORP II SHS CLASS A G33033104 1,699,500 150,000 SH SOLE 150,000 0 0
ATLANTA BRAVES HLDGS INC COM SER A 047726104 1,567,191 31,847 SH SOLE 31,847 0 0
AUNA S A CLASS A L0415A103 561,100 90,500 SH SOLE 90,500 0 0
AXIOM INTELLIGENCE AC CORP 1 UNIT 06/10/2030 G0750N120 504,500 50,000 SH SOLE 50,000 0 0
BAIDU INC SPON ADR REP A 056752108 300,160 3,500 SH SOLE 3,500 0 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 1,341,490 81,500 SH SOLE 81,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,166,935 8,578 SH SOLE 8,578 0 0
BLOCK INC CL A 852234103 4,415,450 65,000 SH SOLE 65,000 0 0
BLUE ACQUISITION CORP. UNIT 06/02/2030 G1331A124 200,800 20,000 SH SOLE 20,000 0 0
BLUE WTR ACQUISITION CORP. I UNIT 05/23/2030 G1368E122 500,500 50,000 SH SOLE 50,000 0 0
BOEING CO COM 097023105 282,865 1,350 SH SOLE 1,350 0 0
BOLD EAGLE ACQUISITION CORP CL A G2003N105 523,500 50,000 SH SOLE 50,000 0 0
BOOKING HOLDINGS INC COM 09857L108 1,221,530 211 SH SOLE 211 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,039,703 28,300 SH SOLE 28,300 0 0
BROADCOM INC COM 11135F101 26,262,554 95,275 SH SOLE 95,275 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 1,926,858 67,871 SH SOLE 67,871 0 0
CANTOR EQUITY PARTNERS I INC SHS CL A G1827K107 416,500 35,000 SH SOLE 35,000 0 0
CANTOR EQUITY PARTNERS II IN CL A ORD SHS G1827P106 220,600 20,000 SH SOLE 20,000 0 0
CANTOR EQUITY PARTNERS III I SHS CL A G1828A108 105,500 10,000 SH SOLE 10,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 24,143,495 858,588 SH SOLE 858,588 0 0
CARTESIAN GROWTH CORP III COM CL A G19307100 724,446 72,300 SH SOLE 72,300 0 0
CARTESIAN GROWTH CORP III *W EXP 05/02/203 G19307126 9,764 36,150 SH SOLE 36,150 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207 1,081,065 145,500 SH SOLE 145,500 0 0
CENTURION ACQUISITION CORP SHS CL A G20315100 1,052,000 100,000 SH SOLE 100,000 0 0
CHEVRON CORP NEW COM 166764100 379,453 2,650 SH SOLE 2,650 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,835,045 68,300 SH SOLE 68,300 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 484,651 10,398 SH SOLE 10,398 0 0
CHURCHILL CAPITAL CORP IX CL A SHS G21301109 736,400 70,000 SH SOLE 70,000 0 0
CISCO SYS INC COM 17275R102 3,916,223 56,446 SH SOLE 56,446 0 0
CITIGROUP INC COM NEW 172967424 1,542,800 18,125 SH SOLE 18,125 0 0
COHEN CIRCLE ACQUISITION COR SHS CL A G3730H106 219,400 20,000 SH SOLE 20,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 209,794 650 SH SOLE 650 0 0
COPA HOLDINGS SA CL A P31076105 6,529,469 59,375 SH SOLE 59,375 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,449,941 3,485 SH SOLE 3,485 0 0
COUPANG INC CL A 22266T109 614,180 20,500 SH SOLE 20,500 0 0
CRANE HBR ACQUISITION CORP CL A G24979109 1,007,000 100,000 SH SOLE 100,000 0 0
CREDICORP LTD COM G2519Y108 536,448 2,400 SH SOLE 2,400 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 206,550 7,500 SH SOLE 7,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 526,226 10,700 SH SOLE 10,700 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 879,245 20,500 SH SOLE 20,500 0 0
EATON CORP PLC SHS G29183103 3,605,599 10,100 SH SOLE 10,100 0 0
ELEVATION ONCOLOGY INC COM 28623U101 527,289 1,436,363 SH SOLE 1,436,363 0 0
ELI LILLY & CO COM 532457108 5,261,827 6,750 SH SOLE 6,750 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 4,666,620 82,000 SH SOLE 82,000 0 0
EQT CORP COM 26884L109 9,045,549 155,102 SH SOLE 155,102 0 0
EQV VENTURES ACQUISITION COR CL A ORD SHS G3106N109 525,500 50,000 SH SOLE 50,000 0 0
EXPAND ENERGY CORPORATION *W EXP 02/09/202 165167180 269,650 2,500 SH SOLE 2,500 0 0
FIFTH ERA ACQUISITION CORP I ORD SHS CL A G3415K101 507,500 50,000 SH SOLE 50,000 0 0
FIGX CAP ACQUISITION CORP. UNIT 06/17/2030 G3473K126 100,150 10,000 SH SOLE 10,000 0 0
FISERV INC COM 337738108 1,034,460 6,000 SH SOLE 6,000 0 0
FLEX LTD ORD Y2573F102 6,909,876 138,419 SH SOLE 138,419 0 0
FMC CORP COM NEW 302491303 250,500 6,000 SH SOLE 6,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 514,900 5,000 SH SOLE 5,000 0 0
GARRETT MOTION INC COM 366505105 525,500 50,000 SH SOLE 50,000 0 0
GEOPARK LTD USD SHS G38327105 991,040 152,000 SH SOLE 152,000 0 0
GLOBAL PMTS INC COM 37940X102 344,172 4,300 SH SOLE 4,300 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 10,958,003 282,350 SH SOLE 282,350 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,344,725 1,900 SH SOLE 1,900 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 528,150 105,000 SH SOLE 105,000 0 0
GRAF GLOBAL CORP ORD SHS CL A G4036C106 1,046,000 100,000 SH SOLE 100,000 0 0
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 225,380 4,720 SH SOLE 4,720 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 1,123,997 13,250 SH SOLE 13,250 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 972,527 19,300 SH SOLE 19,300 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 202,495 4,158 SH SOLE 4,158 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 392,098 36,886 SH SOLE 36,886 0 0
HAYMAKER ACQUISITION CORP IV CLASS A G4375F108 555,000 50,000 SH SOLE 50,000 0 0
HCM II ACQUISITION CORP SHS CL A G43658106 1,110,000 100,000 SH SOLE 100,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,886,082 24,600 SH SOLE 24,600 0 0
HOME DEPOT INC COM 437076102 8,713,933 23,767 SH SOLE 23,767 0 0
IB ACQUISITION CORP COM SHS 44934N108 1,044,000 100,000 SH SOLE 100,000 0 0
ICICI BANK LIMITED ADR 45104G104 1,194,220 35,500 SH SOLE 35,500 0 0
INFLECTION PT ACQUISITION CO CL A ORD SHS G47875102 508,000 50,000 SH SOLE 50,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,065,475 57,500 SH SOLE 57,500 0 0
INTUIT COM 461202103 217,386 276 SH SOLE 276 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,042,758 11,240 SH SOLE 11,240 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 910,758 1,651 SH SOLE 1,651 0 0
IQIYI INC SPONSORED ADS 46267X108 35,400 20,000 SH SOLE 20,000 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 3,222,706 52,650 SH SOLE 52,650 0 0
ISHARES TR MSCI USA MMENTM 46432F396 2,715,616 11,300 SH SOLE 11,300 0 0
ISHARES TR MSCI INDIA ETF 46429B598 1,080,192 19,400 SH SOLE 19,400 0 0
ISHARES TR EXPANDED TECH 464287515 6,756,150 61,700 SH SOLE 61,700 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 907,483 133,650 SH SOLE 133,650 0 0
JABIL INC COM 466313103 1,526,700 7,000 SH SOLE 7,000 0 0
JACKSON ACQUISITION CO II COM SHS CL A G4992A110 412,000 40,000 SH SOLE 40,000 0 0
JADE BIOSCIENCES INC COM NEW 008064206 157,402 15,756 SH SOLE 15,756 0 0
JBS N.V. CL A SHS N4732M103 524,499 35,900 SH SOLE 35,900 0 0
JENA ACQUISITION CORP II UNIT 99/99/9999 G5093B121 1,028,000 100,000 SH SOLE 100,000 0 0
JOHNSON & JOHNSON COM 478160104 536,763 3,514 SH SOLE 3,514 0 0
JPMORGAN CHASE & CO. COM 46625H100 2,007,627 6,925 SH SOLE 6,925 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 1,404,030 17,000 SH SOLE 17,000 0 0
LAUNCH ONE ACQUISITION CORP SHS CLASS A G5S86M100 1,041,500 100,000 SH SOLE 100,000 0 0
LAUNCH TWO ACQUISITION CORP. ORD SHS CL A G5S87A105 1,563,000 150,000 SH SOLE 150,000 0 0
LENNAR CORP CL A 526057104 1,506,176 13,617 SH SOLE 13,617 0 0
LENSAR INC COM 52634L108 428,025 32,500 SH SOLE 32,500 0 0
LIONHEART HOLDINGS SHS CL A G5501C109 1,050,000 100,000 SH SOLE 100,000 0 0
LUMENT FINANCE TRUST INC COM 55025L108 442,000 200,000 SH SOLE 200,000 0 0
M & T BK CORP COM 55261F104 387,980 2,000 SH SOLE 2,000 0 0
M3BRIGADE ACQUISITION V CORP CL A G63212107 564,500 50,000 SH SOLE 50,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 6,980,319 90,185 SH SOLE 90,185 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,960,751 12,387 SH SOLE 12,387 0 0
MELAR ACQUISITION CORP. I SHS CL A G6004G100 1,051,000 100,000 SH SOLE 100,000 0 0
MERCADOLIBRE INC COM 58733R102 3,175,560 1,215 SH SOLE 1,215 0 0
META PLATFORMS INC CL A 30303M102 19,343,863 26,208 SH SOLE 26,208 0 0
MICROSOFT CORP COM 594918104 30,775,752 61,872 SH SOLE 61,872 0 0
MONDELEZ INTL INC CL A 609207105 1,512,747 22,431 SH SOLE 22,431 0 0
MONEYHERO LIMITED *W EXP 09/13/202 G6202B119 1,087 23,200 SH SOLE 23,200 0 0
MONEYHERO LIMITED ORD SHS G6202B101 30,260 42,028 SH SOLE 42,028 0 0
MOUNTAIN LAKE ACQUISITION CO SHS CL A G6301B101 513,000 50,000 SH SOLE 50,000 0 0
NETAPP INC COM 64110D104 586,025 5,500 SH SOLE 5,500 0 0
NEW PROVIDENCE ACQUISITION C USD CL A ORD SHS G6476A102 765,000 75,000 SH SOLE 75,000 0 0
NEXTNAV INC COMMON STOCK 65345N106 532,000 35,000 SH SOLE 35,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6,252,324 308,300 SH SOLE 308,300 0 0
NVIDIA CORPORATION COM 67066G104 25,490,423 161,342 SH SOLE 161,342 0 0
OCULAR THERAPEUTIX INC COM 67576A100 25,936,598 2,794,892 SH SOLE 2,794,892 0 0
ORACLE CORP COM 68389X105 218,630 1,000 SH SOLE 1,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,251,906 13,890 SH SOLE 13,890 0 0
OXLEY BRIDGE ACQ LTD UNIT 06/17/2030 G6858G123 250,250 25,000 SH SOLE 25,000 0 0
OYSTER ENTERPRISES II ACQUIS UNIT 05/22/2030 G6861F120 506,000 50,000 SH SOLE 50,000 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109 281,750 12,500 SH SOLE 12,500 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 208,140 3,000 SH SOLE 3,000 0 0
PARKER-HANNIFIN CORP COM 701094104 1,834,881 2,627 SH SOLE 2,627 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 239,455 20,750 SH SOLE 20,750 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 813,150 65,000 SH SOLE 65,000 0 0
PHILIP MORRIS INTL INC COM 718172109 8,363,956 45,923 SH SOLE 45,923 0 0
PIONEER ACQUISITION I CORP UNIT 06/16/2030 G7117W123 100,050 10,000 SH SOLE 10,000 0 0
PORTMAN RIDGE FIN CORP COM NEW 73688F201 338,215 27,014 SH SOLE 27,014 0 0
QXO INC COM NEW 82846H405 753,900 35,000 SH SOLE 35,000 0 0
RANGE CAP ACQUISITION CORP ORD SHS G7375C108 510,000 50,000 SH SOLE 50,000 0 0
RENATUS TACTICAL ACQUIS SHS CL A G7490F101 295,000 25,000 SH SOLE 25,000 0 0
REPUBLIC DIGITAL ACQUISITION *W EXP 05/01/203 G7515A129 15,752 25,000 SH SOLE 25,000 0 0
REPUBLIC DIGITAL ACQUISITION USD CL A ORD SHS G7515A103 513,000 50,000 SH SOLE 50,000 0 0
S&P GLOBAL INC COM 78409V104 1,291,860 2,450 SH SOLE 2,450 0 0
SALESFORCE INC COM 79466L302 2,590,555 9,500 SH SOLE 9,500 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 1,807,120 12,250 SH SOLE 12,250 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4,856,484 36,030 SH SOLE 36,030 0 0
SEMLER SCIENTIFIC INC COM 81684M104 3,910,106 100,932 SH SOLE 100,932 0 0
SERVICENOW INC COM 81762P102 540,770 526 SH SOLE 526 0 0
SHELL PLC SPON ADS 780259305 4,027,734 57,204 SH SOLE 57,204 0 0
SHERWIN WILLIAMS CO COM 824348106 343,360 1,000 SH SOLE 1,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 375,850 5,000 SH SOLE 5,000 0 0
SIM ACQUISITION CORP. I SHS CL A G8431T101 1,042,210 100,000 SH SOLE 100,000 0 0
SIZZLE ACQUISITION CORP. II USD CL A ORD SHS G8193F109 1,507,500 150,000 SH SOLE 150,000 0 0
SOULPOWER ACQUISITION CORP USD CL A ORD SHS G82745103 1,506,000 150,000 SH SOLE 150,000 0 0
SOUTHERN COPPER CORP COM 84265V105 379,995 3,756 SH SOLE 3,756 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,126,919 8,298 SH SOLE 8,298 0 0
SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 1,320,600 31,000 SH SOLE 31,000 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 216,594 5,400 SH SOLE 5,400 0 0
STRYKER CORPORATION COM 863667101 1,064,245 2,690 SH SOLE 2,690 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,074,775 40,067 SH SOLE 40,067 0 0
TESLA INC COM 88160R101 5,077,795 15,985 SH SOLE 15,985 0 0
TEXAS INSTRS INC COM 882508104 207,620 1,000 SH SOLE 1,000 0 0
THAYER VENTURES ACQ CORP II UNIT 05/15/2030 G87890128 254,000 25,000 SH SOLE 25,000 0 0
TITAN ACQUISITION CORP CL A G8901A103 1,004,000 100,000 SH SOLE 100,000 0 0
TJX COS INC NEW COM 872540109 2,605,639 21,100 SH SOLE 21,100 0 0
TOLL BROTHERS INC COM 889478103 1,141,300 10,000 SH SOLE 10,000 0 0
TRIMBLE INC COM 896239100 581,323 7,651 SH SOLE 7,651 0 0
TRIP COM GROUP LTD ADS 89677Q107 410,480 7,000 SH SOLE 7,000 0 0
TURNSTONE BIOLOGICS CORP COM 90042W100 38,074 106,057 SH SOLE 106,057 0 0
UBER TECHNOLOGIES INC COM 90353T100 19,607,741 210,158 SH SOLE 210,158 0 0
UNITED RENTALS INC COM 911363109 376,700 500 SH SOLE 500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,002,847 6,420 SH SOLE 6,420 0 0
VALE S A SPONSORED ADS 91912E105 160,215 16,500 SH SOLE 16,500 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817 1,182,500 86,000 SH SOLE 86,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 697,200 2,500 SH SOLE 2,500 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,108,797 12,450 SH SOLE 12,450 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 602,693 1,983 SH SOLE 1,983 0 0
VERDE CLEAN FUELS INC *W EXP 02/15/202 923372114 11,991 70,000 SH SOLE 70,000 0 0
VIGIL NEUROSCIENCE INC COM 92673K108 238,500 30,000 SH SOLE 30,000 0 0
VINE HILL CAP INVT CORP. ORD SHS CL A G93Y09107 1,040,000 100,000 SH SOLE 100,000 0 0
VISA INC COM CL A 92826C839 16,018,081 45,115 SH SOLE 45,115 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 6,423,799 134,361 SH SOLE 134,361 0 0
VOYAGER ACQUISITION CORP CL A G93A7H104 1,038,680 100,000 SH SOLE 100,000 0 0
WALMART INC COM 931142103 11,246,362 115,017 SH SOLE 115,017 0 0
WEIBO CORP SPONSORED ADR 948596101 101,170 10,616 SH SOLE 10,616 0 0
WEN ACQUISITION CORP UNIT 05/16/2030 G9R39C129 264,250 25,000 SH SOLE 25,000 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 527,562 6,300 SH SOLE 6,300 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,136,940 14,000 SH SOLE 14,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 1,918,450 61,000 SH SOLE 61,000 0 0