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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 24,389 96,100 SH SOLE 0 96,100 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 244 100,000 SH SOLE 0 100,000 0 0
AMAZON COM INC COM 023135106 18,119 87,000 SH SOLE 0 87,000 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259 831 8,900 SH SOLE 0 8,900 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 31,274 206,730 SH SOLE 0 206,730 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 4,930 25,000 SH SOLE 0 25,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,646 45,000 SH SOLE 0 45,000 0 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 1,012 63,000 SH SOLE 0 63,000 0 0
BECTON DICKINSON & CO COM 075887109 35,377 225,000 SH SOLE 0 225,000 0 0
COGENT BIOSCIENCES INC COM 19240Q201 9,302 241,671 SH SOLE 0 241,671 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,856 15,000 SH SOLE 0 15,000 0 0
ISHARES ETHEREUM TR SHS 46438R105 1,567 99,000 SH SOLE 0 99,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 1,107 9,000 SH SOLE 0 9,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 76,780 2,000,000 SH Call SOLE 0 2,000,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 71,405 1,860,000 SH SOLE 0 1,860,000 0 0
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 13,240 390,000 SH SOLE 0 390,000 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 4,639 99,312 SH SOLE 0 99,312 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,151 5,000 SH SOLE 0 5,000 0 0
ALPHABET INC CAP STK CL C 02079K107 31,555 110,000 SH SOLE 0 110,000 0 0
INTERCORP FINL SVCS INC SHS P5626F128 51,008 1,022,210 SH SOLE 0 1,022,210 0 0
ISHARES TR MSCI INDIA ETF 46429B598 9,836 210,000 SH SOLE 0 210,000 0 0
INSMED INC COM PAR $.01 457669307 165,809 1,014,000 SH SOLE 0 1,014,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 16,179 55,000 SH SOLE 0 55,000 0 0
DIREXION SHARES ETF TRUST DAILY MSCI SOUTH 25461A387 3,566 12,552 SH SOLE 0 12,552 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 25,587 900,000 SH SOLE 0 900,000 0 0
ELI LILLY & CO COM 532457108 51,047 55,500 SH SOLE 0 55,500 0 0
LOCKHEED MARTIN CORP COM 539830109 16,319 27,000 SH SOLE 0 27,000 0 0
META PLATFORMS INC CL A 30303M102 51,492 90,000 SH SOLE 0 90,000 0 0
MICROSOFT CORP COM 594918104 33,315 90,000 SH Call SOLE 0 90,000 0 0
MICROSOFT CORP COM 594918104 74,441 201,100 SH SOLE 0 201,100 0 0
MICRON TECHNOLOGY INC COM 595112103 48,649 144,000 SH SOLE 0 144,000 0 0
NEWAMSTERDAM PHARMA CO NV ORDINARY SHARES N62509109 22,471 702,000 SH SOLE 0 702,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,668 21,500 SH SOLE 0 21,500 0 0
NATERA INC COM 632307104 152,513 762,603 SH SOLE 0 762,603 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 14,370 1,000,000 SH Call SOLE 0 1,000,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 89,114 6,201,400 SH SOLE 0 6,201,400 0 0
NVIDIA CORPORATION COM 67066G104 19,533 112,000 SH SOLE 0 112,000 0 0
ORACLE CORP COM 68389X105 14,711 100,000 SH SOLE 0 100,000 0 0
PALO ALTO NETWORKS INC COM 697435105 17,635 110,000 SH SOLE 0 110,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 354,793 614,700 SH SOLE 0 614,700 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 10,364 54,000 SH SOLE 0 54,000 0 0
RTX CORPORATION COM 75513E101 12,153 63,000 SH SOLE 0 63,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 4,429 65,000 SH SOLE 0 65,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 1,150 3,000 SH SOLE 0 3,000 0 0
STUBHUB HLDGS INC CL A 86384P109 3,120 500,000 SH SOLE 0 500,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 62,198 2,065,000 SH SOLE 0 2,065,000 0 0
T-MOBILE US INC COM 872590104 1,680 8,000 SH SOLE 0 8,000 0 0
TESLA INC COM 88160R101 1,487 4,000 SH SOLE 0 4,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 51,706 153,000 SH SOLE 0 153,000 0 0
WATERS CORP COM 941848103 5,804 19,489 SH SOLE 0 19,489 0 0
WALMART INC COM 931142103 14,914 120,000 SH SOLE 0 120,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3,665 25,000 SH SOLE 0 25,000 0 0