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 7,678,400 80,000 SH SOLE 80,000 0 0
ALIBABA GROUP HLDG LTD NOTE 0.500% 6/0 01609WBG6 27,718,250 235,000 SH SOLE 235,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,137,073 5,980 SH SOLE 5,980 0 0
AMAZON COM INC COM 023135106 167,828,303 704,155 SH SOLE 704,155 0 0
ANTERO RESOURCES CORP COM 03674X106 41,113,800 1,170,000 SH SOLE 1,170,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 42,473,290 359,000 SH SOLE 359,000 0 0
ARHAUS INC COM CL A 04035M102 20,629,000 2,450,000 SH SOLE 2,450,000 0 0
ASSURED GUARANTY LTD COM G0585R106 30,460,800 380,000 SH SOLE 380,000 0 0
AURA BIOSCIENCES INC COM 05153U107 36,349,032 5,119,582 SH SOLE 5,119,582 0 0
BAIDU INC SPON ADR REP A 056752108 18,263,542 159,800 SH SOLE 159,800 0 0
BARRICK MNG CORP COM SHS 06849F108 33,057,000 900,000 SH SOLE 900,000 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 14,037,313 3,310,687 SH SOLE 3,310,687 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114 290,495 829,748 SH SOLE 829,748 0 0
BIONTECH SE SPONSORED ADS 09075V102 58,063,200 624,000 SH SOLE 624,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 55,209,160 617,000 SH SOLE 617,000 0 0
CABLE ONE INC COM 12685J105 1,050,356 19,777 SH SOLE 19,777 0 0
CAPITAL ONE FINL CORP COM 14040H105 20,062,000 100,000 SH SOLE 100,000 0 0
CELLECTIS S A SPON ADS 15117K103 8,225,559 2,741,853 SH SOLE 2,741,853 0 0
CENTENE CORP DEL COM 15135B101 93,075,500 1,450,000 SH SOLE 1,450,000 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 174,949,017 1,230,216 SH SOLE 1,230,216 0 0
CLARIVATE PLC ORD SHS G21810109 2,538,000 1,175,000 SH SOLE 1,175,000 0 0
COINSHARES PLC COM G670AQ104 412,521 109,422 SH SOLE 109,422 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107 16,413,250 175,000 SH SOLE 175,000 0 0
COMCAST CORP NEW CL A 20030N101 92,921,750 3,785,000 SH SOLE 3,785,000 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 15,366,800 1,640,000 SH SOLE 1,640,000 0 0
CVS HEALTH CORP COM 126650100 60,621,700 586,000 SH SOLE 586,000 0 0
DESTINATION XL GROUP INC COM 25065K104 333,688 498,042 SH SOLE 498,042 0 0
DISNEY WALT CO COM 254687106 54,381,250 565,000 SH SOLE 565,000 0 0
DYNATRACE INC COM NEW 268150109 1,773,876 40,398 SH SOLE 40,398 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 63,906,688 3,342,400 SH SOLE 3,342,400 0 0
EXPAND ENERGY CORPORATION COM 165167735 3,282,840 36,000 SH SOLE 36,000 0 0
FTAI AVIATION LTD SHS G3730V105 85,216,950 315,000 SH SOLE 315,000 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 16,319,850 3,517,209 SH SOLE 3,517,209 0 0
GOLAR LNG LTD SHS G9456A100 59,110,240 1,186,000 SH SOLE 1,186,000 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 22,813,680 456,000 SH SOLE 456,000 0 0
GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108 13,824,725 1,431,131 SH SOLE 1,431,131 0 0
HAPPEN INC COM NEW 52603A208 34,549,708 1,665,849 SH SOLE 1,665,849 0 0
HERBALIFE LTD COM SHS G4412G101 22,344,480 1,699,200 SH SOLE 1,699,200 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 52,451,856 733,695 SH SOLE 733,695 0 0
HUMANA INC COM 444859102 27,169,848 68,400 SH SOLE 68,400 0 0
INSMED INC COM PAR $.01 457669307 56,295,360 528,000 SH SOLE 528,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 8,736,000 2,100,000 SH SOLE 2,100,000 0 0
JD.COM INC SPON ADS CL A 47215P106 24,018,009 942,622 SH SOLE 942,622 0 0
KKR & CO INC COM 48251W104 57,821,400 630,000 SH SOLE 630,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 12,480,000 375,000 SH SOLE 375,000 0 0
LIBERTY CAP CORP SER C GCI GROUP 36164V800 679,442 31,514 SH SOLE 31,514 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 7,478,400 960,000 SH SOLE 960,000 0 0
LITHIA MTRS INC COM 536797103 20,624,790 71,000 SH SOLE 71,000 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 4,323,520 377,600 SH SOLE 377,600 0 0
MATTEL INC COM 577081102 35,255,200 2,540,000 SH SOLE 2,540,000 0 0
MEIRAGTX HLDGS PLC COM G59665102 14,594,853 1,080,300 SH SOLE 1,080,300 0 0
MERCADOLIBRE INC COM 58733R102 15,276,510 9,000 SH SOLE 9,000 0 0
MICROSOFT CORP COM 594918104 63,413,400 170,000 SH SOLE 170,000 0 0
MOLINA HEALTHCARE INC COM 60855R100 139,507,000 610,000 SH SOLE 610,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 448,618 2,512 SH SOLE 2,512 0 0
ONITY GROUP INC COM NEW 675746606 21,488,771 540,598 SH SOLE 540,598 0 0
OPORTUN FINL CORP COM 68376D104 8,655,087 1,515,777 SH SOLE 1,515,777 0 0
PAPA JOHNS INTL INC COM 698813102 11,421,571 310,622 SH SOLE 310,622 0 0
PETCO HEALTH & WELLNESS CO I CL A COM 71601V105 22,769,256 8,371,050 SH SOLE 8,371,050 0 0
PINTEREST INC CL A 72352L106 50,577,150 2,405,000 SH SOLE 2,405,000 0 0
POWERFLEET INC COM 73931J109 1,292,640 337,504 SH SOLE 337,504 0 0
ROCKET COS INC COM CL A 77311W101 85,758,750 5,445,000 SH SOLE 5,445,000 0 0
SERVICENOW INC COM 81762P102 2,978,400 30,000 SH SOLE 30,000 0 0
SHIFT4 PMTS INC CL A 82452J109 39,495,680 812,000 SH SOLE 812,000 0 0
SIGHT SCIENCES INC COM 82657M105 20,835,022 3,844,100 SH SOLE 3,844,100 0 0
SOLITARIO RESOURCES CORP COM 8342EP107 1,060,658 1,409,700 SH SOLE 1,409,700 0 0
SONY GROUP CORP SPONSORED ADR 835699307 19,257,600 960,000 SH SOLE 960,000 0 0
STANDARD BIOTOOLS INC COM 34385P108 19,333,450 23,500,000 SH SOLE 23,500,000 0 0
TAL ED GROUP SPONSORED ADS 874080104 10,692,561 1,117,300 SH SOLE 1,117,300 0 0
TIC SOLUTIONS INC COM 00510N102 31,257,147 3,863,677 SH SOLE 3,863,677 0 0
UBER TECHNOLOGIES INC COM 90353T100 28,791,840 399,000 SH SOLE 399,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 3,943,710 29,000 SH SOLE 29,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 36,575,440 88,000 SH SOLE 88,000 0 0
USA TODAY CO INC COM 36472T109 2,298,779 268,863 SH SOLE 268,863 0 0
VIASAT INC COM 92552V100 58,376,500 650,000 SH SOLE 650,000 0 0
WYNN RESORTS LTD COM 983134107 16,019,850 165,000 SH SOLE 165,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,538,500 30,000 SH Call SOLE 0 0 0
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 824,000 10,000 SH Call SOLE 0 0 0
BARRICK MNG CORP COM SHS 06849F108 3,673,000 100,000 SH Call SOLE 0 0 0
BP PLC SPONSORED ADR 055622104 129,421,070 3,502,600 SH Call SOLE 0 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 211,580,038 1,487,800 SH Call SOLE 0 0 0
COMCAST CORP NEW CL A 20030N101 528,583,595 21,530,900 SH Call SOLE 0 0 0
CVS HEALTH CORP COM 126650100 50,711,190 490,200 SH Call SOLE 0 0 0
DISNEY WALT CO COM 254687106 380,283,750 3,951,000 SH Call SOLE 0 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 135,996,736 7,112,800 SH Call SOLE 0 0 0
GENERAL MTRS CO COM 37045V100 5,010,200 65,000 SH Call SOLE 0 0 0
PAYPAL HLDGS INC COM 70450Y103 10,194,798 236,100 SH Call SOLE 0 0 0