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
ABRDN ETFS BBRG ALL COMD K1 003261104 11,620,336 478,400 SH SOLE 478,400 0 0
AC IMMUNE SA SHS H00263105 275,000 100,000 SH SOLE 100,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 3,274,600 140,000 SH SOLE 140,000 0 0
ADECOAGRO S A COM L00849106 4,280,700 285,000 SH SOLE 285,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,137,200 40,000 SH SOLE 40,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 2,685,834 756,573 SH SOLE 756,573 0 0
ALCOA CORP COM 013872106 7,296,300 110,000 SH SOLE 110,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,512,880 28,000 SH SOLE 28,000 0 0
ALIGHT INC COM CL A 01626W101 1,716,808 2,946,298 SH SOLE 2,946,298 0 0
ALUMIS INC COM 022307102 3,459,195 157,022 SH SOLE 157,022 0 0
AMAZON COM INC COM 023135106 59,654,151 286,427 SH SOLE 286,427 0 0
AMAZON COM INC COM 023135106 41,654,000 200,000 SH Call SOLE 200,000 0 0
AMER SPORTS INC COM SHS G0260P102 337,430 10,250 SH SOLE 10,250 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,906,575 67,500 SH SOLE 67,500 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 22,901,871 17,339 SH SOLE 17,339 0 0
AXON ENTERPRISE INC COM 05464C101 10,935,768 25,750 SH SOLE 25,750 0 0
BABCOCK & WILCOX ENTERPRISES COM 05614L209 587,600 40,000 SH SOLE 40,000 0 0
BHP BILLITON LIMITED SPONSORED ADS 088606108 11,209,234 154,100 SH SOLE 154,100 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 224,672 23,600 SH SOLE 23,600 0 0
BIOHAVEN LTD COM G1110E107 193,599 22,884 SH SOLE 22,884 0 0
BLOOM ENERGY CORP COM CL A 093712107 9,579,278 70,701 SH SOLE 70,701 0 0
BOEING CO COM 097023105 778,207 3,910 SH SOLE 3,910 0 0
BRIDGEBIO PHARMA INC COM 10806X102 3,713,000 50,000 SH SOLE 50,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 6,150,300 142,500 SH SOLE 142,500 0 0
CHILDRENS PL INC NEW COM 168905107 168,000 50,000 SH SOLE 50,000 0 0
COEUR MNG INC COM NEW 192108504 2,496,410 133,000 SH SOLE 133,000 0 0
COHERENT CORP COM 19247G107 1,667,470 7,000 SH SOLE 7,000 0 0
CONSTELLIUM SE CL A SHS F21107101 487,495 19,833 SH SOLE 19,833 0 0
CONTEXT THERAPEUTICS INC COM 21077P108 262,000 100,000 SH SOLE 100,000 0 0
CORBUS PHARMACEUTICALS HLDGS COM NEW 21833P301 704,250 75,000 SH SOLE 75,000 0 0
CORTEVA INC COM 22052L104 2,302,025 27,500 SH SOLE 27,500 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 763,200 60,000 SH SOLE 60,000 0 0
CVR ENERGY INC COM 12662P108 6,730,000 200,000 SH SOLE 200,000 0 0
CYTOKINETICS INC COM NEW 23282W605 6,112,427 92,739 SH SOLE 92,739 0 0
EA SERIES TRUST ALPHA ARCH 1-3 02072L565 8,222,401 70,706 SH SOLE 70,706 0 0
EATON CORP PLC SHS G29183103 5,007,380 14,000 SH SOLE 14,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 4,614,707 239,104 SH SOLE 239,104 0 0
ENGENE HOLDINGS INC COM 29286M105 612,900 90,000 SH SOLE 90,000 0 0
EQT CORP COM 26884L109 29,274,400 460,000 SH SOLE 460,000 0 0
FIGMA INC CLASS A COM STK 316841105 2,294,874 108,556 SH SOLE 108,556 0 0
FIREFLY AEROSPACE INC COM 31816X106 854,100 30,000 SH SOLE 30,000 0 0
FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW 33737J802 1,591,605 30,907 SH SOLE 30,907 0 0
FIRSTENERGY CORP COM 337932107 3,398,678 67,088 SH SOLE 67,088 0 0
FISERV INC COM 337738108 4,464,000 80,000 SH SOLE 80,000 0 0
GAMESTOP CORP CL A 36467W109 5,068,800 220,000 SH SOLE 220,000 0 0
GLOBAL PMTS INC COM 37940X102 2,086,300 31,000 SH SOLE 31,000 0 0
GRABAGUN DIGITAL HLDGS INC COMMON STOCK 38387Q105 236,131 78,449 SH SOLE 78,449 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 866,144 18,543 SH SOLE 18,543 0 0
HCA HEALTHCARE INC COM 40412C101 883,066 1,866 SH SOLE 1,866 0 0
HORIZON QUANTUM HOLDINGS LTD CL A ORD SHS Y4000A102 175,800 20,000 SH SOLE 20,000 0 0
IMMUNOVANT INC COM 45258J102 919,080 37,000 SH SOLE 37,000 0 0
INTEL CORP COM 458140100 19,096,463 432,732 SH SOLE 432,732 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 247,033,040 428,000 SH Call SOLE 428,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 2,418,570 63,000 SH SOLE 63,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 11,129,000 310,000 SH SOLE 310,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 6,474,060 114,000 SH SOLE 114,000 0 0
KAYNE ANDERSON ENERGY INFRST COM 486606106 1,846,533 129,309 SH SOLE 129,309 0 0
KENVUE INC COM 49177J102 989,783 57,412 SH SOLE 57,412 0 0
KINDER MORGAN INC DEL COM 49456B101 2,200,272 65,621 SH SOLE 65,621 0 0
LAMB WESTON HLDGS INC COM 513272104 1,267,800 30,000 SH SOLE 30,000 0 0
LEIDOS HOLDINGS INC COM 525327102 616,326 3,963 SH SOLE 3,963 0 0
LISATA THERAPEUTICS INC COM 128058302 1,826,040 364,479 SH SOLE 364,479 0 0
MARVELL TECHNOLOGY INC COM 573874104 9,905,000 100,000 SH SOLE 100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 6,756,800 20,000 SH SOLE 20,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,733,375 2,500 SH SOLE 2,500 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 17,217,635 239,300 SH SOLE 239,300 0 0
NEXTERA ENERGY INC COM 65339F101 1,577,660 16,986 SH SOLE 16,986 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 15,808,437 1,100,100 SH SOLE 1,100,100 0 0
NUTRIEN LTD COM 67077M108 3,773,000 50,000 SH SOLE 50,000 0 0
NVIDIA CORPORATION COM 67066G104 18,312,000 105,000 SH SOLE 105,000 0 0
OCCIDENTAL PETE CORP COM 674599105 7,202,455 110,807 SH SOLE 110,807 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,560,400 57,500 SH SOLE 57,500 0 0
OSCAR HEALTH INC CL A 687793109 458,800 40,000 SH SOLE 40,000 0 0
PEABODY ENGR CORP COM 704551100 5,403,800 164,000 SH SOLE 164,000 0 0
PROTHENA CORP PLC SHS G72800108 2,916,000 300,000 SH SOLE 300,000 0 0
QUANTA SVCS INC COM 74762E102 9,716,007 17,697 SH SOLE 17,697 0 0
RIO TINTO PLC SPONSORED ADR 767204100 8,593,408 92,115 SH SOLE 92,115 0 0
ROBINHOOD MKTS INC COM CL A 770700102 693,000 10,000 SH SOLE 10,000 0 0
ROIVANT SCIENCES LTD SHS G76279101 1,564,635 56,485 SH SOLE 56,485 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,644,338 75,567 SH SOLE 75,567 0 0
SEA LTD SPONSORD ADS 81141R100 2,167,800 26,178 SH SOLE 26,178 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 6,641,899 16,954 SH SOLE 16,954 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 23,768,880 388,000 SH SOLE 388,000 0 0
SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 8,086,500 50,000 SH SOLE 50,000 0 0
SKYWATER TECHNOLOGY INC COM 83089J108 2,747,633 100,242 SH SOLE 100,242 0 0
SOLENO THERAPEUTICS INC COM 834203309 4,335,660 129,500 SH SOLE 129,500 0 0
SPDR GOLD TR GOLD SHS 78463V107 31,841,460 74,000 SH Call SOLE 74,000 0 0
SPRING VY ACQUISITION CORP I ORD SHS CL A G8377G105 2,032,000 200,000 SH SOLE 200,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 4,906,100 142,000 SH SOLE 142,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 1,655,743 72,716 SH SOLE 72,716 0 0
SYNOPSYS INC COM 871607107 3,062,808 7,725 SH SOLE 7,725 0 0
T1 ENERGY INC COM NEW 35834F104 439,000 100,000 SH SOLE 100,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 14,621,407 43,265 SH SOLE 43,265 0 0
TENAX THERAPEUTICS INC COM NEW 88032L605 1,599,000 100,000 SH SOLE 100,000 0 0
TRANSALTA CORP COM 89346D107 9,536,800 728,000 SH SOLE 728,000 0 0
UNIQURE NV SHS N90064101 1,358,440 83,085 SH SOLE 83,085 0 0
VALARIS LTD CL A G9460G101 4,393,467 44,813 SH SOLE 44,813 0 0
VALE S A SPONSORED ADS 91912E105 21,380,829 1,343,861 SH SOLE 1,343,861 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 13,308,750 157,500 SH SOLE 157,500 0 0
VOYAGER TECHNOLOGIES INC COM CL A 92892B103 2,350,695 100,500 SH SOLE 100,500 0 0
VYNE THERAPEUTICS INC COM 92941V308 597,500 1,000,000 SH SOLE 1,000,000 0 0
XCEL ENERGY INC COM 98389B100 5,958,000 75,000 SH SOLE 75,000 0 0