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
ADVISORSHARES TR PURE US CANNABIS 00768Y453 1,153,750 325,000 SH SOLE N/A 325,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,136,500 25,000 SH SOLE N/A 25,000 0 0
AMERICAN WELL CORP COM CL A NEW 03044L204 362,624 68,940 SH SOLE N/A 68,940 0 0
APPLE INC COM 037833100 10,151,600 40,000 SH Put SOLE N/A 40,000 0 0
BAIDU INC SPON ADR REP A 056752108 6,239,520 56,000 SH SOLE N/A 56,000 0 0
BANCO MACRO S A SPON ADR B 05961W105 1,423,608 18,400 SH SOLE N/A 18,400 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,694,700 30,000 SH SOLE N/A 30,000 0 0
BOSTON BEER INC CL A 100557107 460,800 2,000 SH SOLE N/A 2,000 0 0
BROWN FORMAN CORP CL B 115637209 7,430,962 281,050 SH SOLE N/A 281,050 0 0
BUNGE GLOBAL SA COM SHS H11356104 863,306 6,787 SH SOLE N/A 6,787 0 0
CANADIAN IMPERIAL BANK OF CO COM 136069101 14,212,500 150,000 SH Put SOLE N/A 150,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 9,045,121 513,344 SH SOLE N/A 513,344 0 0
CONTANGO SILVER & GOLD INC COM 21077F100 898,894 47,941 SH SOLE N/A 47,941 0 0
COSAN S A ADS 22113B103 13,739,430 3,334,813 SH SOLE N/A 3,334,813 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 27,900,040 28,000 SH Put SOLE N/A 28,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,383,800 27,500 SH SOLE N/A 27,500 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 18,513,779 248,674 SH SOLE N/A 248,674 0 0
DNOW INC COM 67011P100 2,679,750 225,000 SH SOLE N/A 225,000 0 0
FATE THERAPEUTICS INC COM 31189P102 972,000 810,000 SH SOLE N/A 810,000 0 0
FISERV INC COM 337738108 3,906,000 70,000 SH SOLE N/A 70,000 0 0
GALAPAGOS NV SPON ADR 36315X101 825,600 27,520 SH SOLE N/A 27,520 0 0
GROWGENERATION CORP COM 39986L109 1,291,648 1,174,225 SH SOLE N/A 1,174,225 0 0
GUARDIAN METAL RES PLC SPONSORED ADS 401382106 733,164 41,943 SH SOLE N/A 41,943 0 0
HERON THERAPEUTICS INC COM 427746102 686,583 858,122 SH SOLE N/A 858,122 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,881,050 205,000 SH SOLE N/A 205,000 0 0
I-80 GOLD CORP *W EXP 11/16/202 44955L155 10,000,000 10,000,000 SH SOLE N/A 10,000,000 0 0
INOGEN INC COM 45780L104 1,086,086 175,742 SH SOLE N/A 175,742 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 789,750 225,000 SH SOLE N/A 225,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 25,211,800 370,000 SH SOLE N/A 370,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 25,211,800 370,000 SH Put SOLE N/A 370,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 23,005,629 405,100 SH Call SOLE N/A 405,100 0 0
JD.COM INC SPON ADS CL A 47215P106 5,914,000 200,000 SH SOLE N/A 200,000 0 0
KOSMOS ENERGY LTD COM 500688106 11,247,558 4,045,884 SH SOLE N/A 4,045,884 0 0
KRONOS WORLDWIDE INC COM 50105F105 1,197,731 182,303 SH SOLE N/A 182,303 0 0
LULULEMON ATHLETICA INC COM 550021109 6,736,400 44,000 SH SOLE N/A 44,000 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 9,681,487 3,421,020 SH SOLE N/A 3,421,020 0 0
MICRON TECHNOLOGY INC COM 595112103 50,676,000 150,000 SH Put SOLE N/A 150,000 0 0
MICRON TECHNOLOGY INC COM 595112103 50,676,000 150,000 SH Call SOLE N/A 150,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 687,000 100,000 SH SOLE N/A 100,000 0 0
NIKE INC CL B 654106103 3,169,200 60,000 SH SOLE N/A 60,000 0 0
NKARTA INC COM 65487U108 5,321,277 2,521,932 SH SOLE N/A 2,521,932 0 0
NOKIA CORP SPONSORED ADR 654902204 1,005,000 125,000 SH SOLE N/A 125,000 0 0
NOVAVAX INC COM NEW 670002401 5,678,464 697,600 SH SOLE N/A 697,600 0 0
NVIDIA CORPORATION COM 67066G104 21,800,000 125,000 SH Put SOLE N/A 125,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101 49,919,315 4,609,355 SH SOLE N/A 4,609,355 0 0
PLIANT THERAPEUTICS INC COM 729139105 2,442,821 1,938,747 SH SOLE N/A 1,938,747 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 678,461 418,803 SH SOLE N/A 418,803 0 0
QUALCOMM INC COM 747525103 9,658,500 75,000 SH SOLE N/A 75,000 0 0
QUIDELORTHO CORP COM 219798105 3,985,836 242,595 SH SOLE N/A 242,595 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 7,368,725 2,058,303 SH SOLE N/A 2,058,303 0 0
ROYAL BK CDA COM 780087102 4,044,500 25,000 SH Put SOLE N/A 25,000 0 0
SEADRILL LTD COM G7997W102 9,995,031 219,671 SH SOLE N/A 219,671 0 0
SPROUTS FMRS MKT INC COM 85208M102 771,300 10,000 SH SOLE N/A 10,000 0 0
STELLANTIS N.V SHS N82405106 7,118,962 1,017,000 SH SOLE N/A 1,017,000 0 0
TELADOC HEALTH INC COM 87918A105 21,964,350 4,030,156 SH SOLE N/A 4,030,156 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209 422,500 36,142 SH SOLE N/A 36,142 0 0
TELEFLEX INCORPORATED COM 879369106 2,392,200 20,000 SH SOLE N/A 20,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 2,198,250 225,000 SH SOLE N/A 225,000 0 0
UNIQURE NV SHS N90064101 449,625 27,500 SH SOLE N/A 27,500 0 0
UNITY SOFTWARE INC COM 91332U101 548,500 25,000 SH SOLE N/A 25,000 0 0
VANDA PHARMACEUTICALS INC COM 921659108 1,667,286 241,286 SH SOLE N/A 241,286 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 1,200,400 10,000 SH SOLE N/A 10,000 0 0
VELO3D INC COM NEW 92259N302 774,675 82,500 SH SOLE N/A 82,500 0 0
VIATRIS INC COM 92556V106 16,963,426 1,255,620 SH SOLE N/A 1,255,620 0 0
VIPER ENERGY INC CL A 64361Q101 1,409,700 30,000 SH SOLE N/A 30,000 0 0
WHIRLPOOL CORP COM 963320106 2,696,000 50,000 SH SOLE N/A 50,000 0 0