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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,686 67,773 SH SOLE 67,773 0 0
AMAZON COM INC COM 023135106 8,994 40,995 SH SOLE 40,995 0 0
BOEING CO COM 097023105 8,759 41,804 SH SOLE 41,804 0 0
DISNEY WALT CO COM 254687106 9,215 74,308 SH SOLE 74,308 0 0
DOMINOS PIZZA INC COM 25754A201 8,437 18,725 SH SOLE 18,725 0 0
META PLATFORMS INC CL A 30303M102 14,043 19,026 SH SOLE 19,026 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 8,708 172,575 SH SOLE 172,575 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,675 12,257 SH SOLE 12,257 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 1,361 27,000 SH SOLE 27,000 0 0
HONEYWELL INTL INC COM 438516106 8,914 38,279 SH SOLE 38,279 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 8,617 15,858 SH SOLE 15,858 0 0
ISHARES INC MSCI CHILE ETF 464286640 346 11,000 SH SOLE 11,000 0 0
ISHARES TR U.S. FINLS ETF 464287788 363 3,000 SH SOLE 3,000 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 41,510 678,159 SH SOLE 678,159 0 0
ELI LILLY & CO COM 532457108 5,067 6,500 SH SOLE 6,500 0 0
MP MATERIALS CORP COM CL A 553368101 466 14,000 SH SOLE 14,000 0 0
MICROSOFT CORP COM 594918104 22,529 45,293 SH SOLE 45,293 0 0
NEXGEN ENERGY LTD COM 65340P106 868 125,000 SH SOLE 125,000 0 0
NVIDIA CORPORATION COM 67066G104 9,315 58,957 SH SOLE 58,957 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 2,853 247,253 SH SOLE 247,253 0 0
PROGRESSIVE CORP COM 743315103 17,445 65,371 SH SOLE 65,371 0 0
SPDR GOLD TR GOLD SHS 78463V107 305 1,000 SH SOLE 1,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1,283 24,500 SH SOLE 24,500 0 0
T-MOBILE US INC COM 872590104 12,985 54,499 SH SOLE 54,499 0 0
TASEKO MINES LTD COM 876511106 693 220,000 SH SOLE 220,000 0 0
TEUCRIUM COMMODITY TR CORN FD SHS 88166A102 495 28,000 SH SOLE 28,000 0 0
VALE S A SPONSORED ADS 91912E105 2,424 249,600 SH SOLE 249,600 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 9,263 72,140 SH SOLE 72,140 0 0
VIZSLA SILVER CORP COM NEW 92859G608 323 110,000 SH SOLE 110,000 0 0
STONECO LTD COM CL A G85158106 2,406 150,000 SH SOLE 150,000 0 0
VTEX SHS CL A G9470A102 1,188 180,000 SH SOLE 180,000 0 0
XP INC CL A G98239109 612 30,300 SH SOLE 30,300 0 0
AUNA S A CLASS A L0415A103 2,008 323,944 SH SOLE 323,944 0 0
GRUPO FINANCIERO GALICIA S.A CALL 399909900 1 500 SH SOLE 500 0 0
ISHARES INC PUT 464286950 1 3,100 SH SOLE 3,100 0 0
ISHARES TR PUT 464287954 0 1,700 SH SOLE 1,700 0 0
ISHARES TR PUT 464288953 0 800 SH SOLE 800 0 0
MERCADOLIBRE INC CALL 58733R902 1 25 SH SOLE 25 0 0
SELECT SECTOR SPDR TR CALL 81369Y905 0 0 SH SOLE 0 0 0
TEUCRIUM COMMODITY TR CALL 88166A902 0 3,000 SH SOLE 3,000 0 0
XP INC PUT G98239959 0 435 SH SOLE 435 0 0