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 108,828 376,100 SH SOLE 0 376,100 0 0
ABIVAX SA SPONSORED ADS 00370M103 9,595 72,000 SH SOLE 0 72,000 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 208 100,000 SH SOLE 0 100,000 0 0
AMAZON COM INC COM 023135106 20,736 87,000 SH SOLE 0 87,000 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259 813 8,900 SH SOLE 0 8,900 0 0
ASTRAZENECA PLC SPONSORED ADR G0593M107 4,740 25,000 SH SOLE 0 25,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,319 45,000 SH SOLE 0 45,000 0 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 1,235 63,000 SH SOLE 0 63,000 0 0
BECTON DICKINSON & CO COM 075887109 34,049 225,000 SH SOLE 0 225,000 0 0
COGENT BIOSCIENCES INC COM 19240Q201 9,353 241,671 SH SOLE 0 241,671 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 11,447 15,000 SH SOLE 0 15,000 0 0
ISHARES ETHEREUM TR SHS 46438R105 1,177 99,000 SH SOLE 0 99,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 60,570 300,000 SH Put SOLE 0 300,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 1,817 9,000 SH SOLE 0 9,000 0 0
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 17,965 585,000 SH SOLE 0 585,000 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 4,969 99,312 SH SOLE 0 99,312 0 0
SPDR GOLD TR GOLD SHS 78463V107 79,570 216,000 SH Call SOLE 0 216,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,842 5,000 SH SOLE 0 5,000 0 0
ALPHABET INC CAP STK CL C 02079K107 102,466 290,000 SH SOLE 0 290,000 0 0
INTERCORP FINL SVCS INC SHS P5626F128 57,295 1,022,210 SH SOLE 0 1,022,210 0 0
ISHARES TR MSCI INDIA ETF 46429B598 10,372 210,000 SH SOLE 0 210,000 0 0
INSMED INC COM PAR $.01 457669307 108,113 1,014,000 SH SOLE 0 1,014,000 0 0
JONES LANG LASALLE INC COM 48020Q107 1,953 6,300 SH SOLE 0 6,300 0 0
JPMORGAN CHASE & CO. COM 46625H100 18,003 55,000 SH SOLE 0 55,000 0 0
ELI LILLY & CO COM 532457108 1,799 1,500 SH SOLE 0 1,500 0 0
LOCKHEED MARTIN CORP COM 539830109 13,755 27,000 SH SOLE 0 27,000 0 0
MCDONALDS CORP COM 580135101 1,946 7,200 SH SOLE 0 7,200 0 0
META PLATFORMS INC CL A 30303M102 17,518 31,100 SH Call SOLE 0 31,100 0 0
META PLATFORMS INC CL A 30303M102 111,531 198,000 SH SOLE 0 198,000 0 0
MICROSOFT CORP COM 594918104 23,314 62,500 SH SOLE 0 62,500 0 0
MICRON TECHNOLOGY INC COM 595112103 155,137 134,400 SH SOLE 0 134,400 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 23,791 702,000 SH SOLE 0 702,000 0 0
NEWMONT CORP COM 651639106 2,102 22,500 SH SOLE 0 22,500 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,840 31,100 SH SOLE 0 31,100 0 0
NATERA INC COM 632307104 207,009 762,603 SH SOLE 0 762,603 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 94,041 7,039,000 SH SOLE 0 7,039,000 0 0
NVIDIA CORPORATION COM 67066G104 36,817 184,000 SH SOLE 0 184,000 0 0
ORACLE CORP COM 68389X105 14,655 100,000 SH SOLE 0 100,000 0 0
PALO ALTO NETWORKS INC COM 697435105 30,692 90,000 SH SOLE 0 90,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 220,920 300,000 SH Put SOLE 0 300,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 11,490 54,000 SH SOLE 0 54,000 0 0
RTX CORPORATION COM 75513E101 23,906 126,000 SH SOLE 0 126,000 0 0
REVOLUTION MEDICINES INC COM 76155X100 33,710 180,000 SH SOLE 0 180,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 3,476 65,000 SH SOLE 0 65,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 196,767 300,000 SH Put SOLE 0 300,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 1,968 3,000 SH SOLE 0 3,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,355 40,000 SH SOLE 0 40,000 0 0
T-MOBILE US INC COM 872590104 1,342 8,000 SH SOLE 0 8,000 0 0
TESLA INC COM 88160R101 21,030 50,000 SH Call SOLE 0 50,000 0 0
TESLA INC COM 88160R101 20,609 49,000 SH SOLE 0 49,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 90,261 189,000 SH SOLE 0 189,000 0 0
VISTRA CORP COM 92840M102 1,999 12,600 SH SOLE 0 12,600 0 0
WATERS CORP COM 941848103 7,309 19,489 SH SOLE 0 19,489 0 0
WALMART INC COM 931142103 13,591 120,000 SH SOLE 0 120,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 89,643 565,000 SH SOLE 0 565,000 0 0