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
ABIVAX SA SPONSORED ADS 00370M103 3,331,500 25,000 SH SOLE 25,000 0 0
ABRDN ETFS BBRG ALL COMD K1 003261104 10,687,456 478,400 SH SOLE 478,400 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 4,134,200 140,000 SH SOLE 140,000 0 0
ADECOAGRO S A COM L00849106 2,238,339 234,381 SH SOLE 234,381 0 0
ADOBE INC COM 00724F101 10,251,000 50,000 SH SOLE 50,000 0 0
ADTRAN HOLDINGS INC COM 00486H105 1,127,874 81,142 SH SOLE 81,142 0 0
ADVISORSHARES TR PURE US CANN ETF 00768Y453 2,337,227 460,084 SH SOLE 460,084 0 0
ALCOA CORP COM 013872106 2,607,000 50,000 SH SOLE 50,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,687,440 28,000 SH SOLE 28,000 0 0
ALIGHT INC COM CL A 01626W101 1,649,927 147,314 SH SOLE 147,314 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 4,023,716 77,603 SH SOLE 77,603 0 0
AMAZON COM INC COM 023135106 4,766,800 20,000 SH SOLE 20,000 0 0
AMER SPORTS INC COM SHS G0260P102 346,860 10,250 SH SOLE 10,250 0 0
AMKOR TECHNOLOGY INC COM 031652100 5,173,800 60,000 SH SOLE 60,000 0 0
AMPHENOL CORP CL A 032095101 3,173,760 18,000 SH SOLE 18,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,157,000 67,500 SH SOLE 67,500 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 1,894,500 10,000 SH SOLE 10,000 0 0
BETTER HOME & FINANCE HOLDIN COM NEW CL A 08774B508 5,706,553 207,511 SH SOLE 207,511 0 0
BHP BILLITON LIMITED SPONSORED ADS 088606108 12,838,071 154,100 SH SOLE 154,100 0 0
BLOOM ENERGY CORP COM CL A 093712107 9,081,000 30,000 SH SOLE 30,000 0 0
BROADWIND INC COM NEW 11161T207 173,919 36,008 SH SOLE 36,008 0 0
C3 AI INC CL A 12468P104 1,818,000 200,000 SH SOLE 200,000 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 8,840,000 40,000 SH SOLE 40,000 0 0
CHURCHILL CAP CORP XI CL A ORD SHS G2131A108 7,507,455 288,597 SH SOLE 288,597 0 0
CONSTELLIUM SE CL A SHS F21107101 632,078 19,833 SH SOLE 19,833 0 0
CORSAIR GAMING INC COM 22041X102 335,491 34,694 SH SOLE 34,694 0 0
CORTEVA INC COM 22052L104 2,328,975 27,500 SH SOLE 27,500 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 672,600 60,000 SH SOLE 60,000 0 0
CVR ENERGY INC COM 12662P108 5,508,000 200,000 SH SOLE 200,000 0 0
CYTOKINETICS INC COM NEW 23282W605 1,085,235 12,739 SH SOLE 12,739 0 0
DELL TECHNOLOGIES INC CL C 24703L202 4,616,622 10,700 SH SOLE 10,700 0 0
DIODES INC COM 254543101 2,240,127 20,469 SH SOLE 20,469 0 0
EA SERIES TRUST ALPHA ARCH 1-3 02072L565 58,367,140 498,481 SH SOLE 498,481 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 14,148,800 740,000 SH SOLE 740,000 0 0
ENTEGRIS INC COM 29362U104 6,744,750 37,500 SH SOLE 37,500 0 0
ENTRAVISION COMMUNICATIONS C CL A 29382R107 1,304,000 100,000 SH SOLE 100,000 0 0
EQT CORP COM 26884L109 37,952,746 713,800 SH SOLE 713,800 0 0
EVERPURE INC CL A 74624M102 787,900 10,000 SH SOLE 10,000 0 0
FIGMA INC CLASS A COM STK 316841105 950,738 52,556 SH SOLE 52,556 0 0
FISERV INC COM 337738108 11,821,050 241,000 SH SOLE 241,000 0 0
FREEPORT MCMORAN INC CL B 35671D857 240,994 3,832 SH SOLE 3,832 0 0
GLOBAL PMTS INC COM 37940X102 2,249,360 31,000 SH SOLE 31,000 0 0
HCA HEALTHCARE INC COM 40412C101 727,535 1,866 SH SOLE 1,866 0 0
INTEL CORP COM 458140100 11,972,295 85,743 SH SOLE 85,743 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 14,798,541 170,020 SH SOLE 170,020 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103 7,731,400 290,000 SH SOLE 290,000 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 5,334,000 200,000 SH SOLE 200,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 2,259,530 38,200 SH SOLE 38,200 0 0
ISHARES SILVER TR ISHARES 46428Q109 17,145,600 320,000 SH Call SOLE 320,000 0 0
ISHARES TR MSCI POLAND ETF 46429B606 19,305,000 500,000 SH SOLE 500,000 0 0
ISHARES TR EXPANDED TECH 464287515 9,648,900 106,500 SH SOLE 106,500 0 0
ISHARES TR US TRSPRTION 464287192 8,675,000 100,000 SH SOLE 100,000 0 0
ISHARES TR U.S. BAS MTL ETF 464287838 4,757,545 26,500 SH SOLE 26,500 0 0
JACOBS SOLUTIONS INC COM 46982L108 10,962,000 87,000 SH SOLE 87,000 0 0
JFB CONSTR HLDGS CL A 46658E107 673,823 140,088 SH SOLE 140,088 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 17,328,000 200,000 SH SOLE 200,000 0 0
KAYNE ANDERSON ENERGY INFRST COM 486606106 1,788,343 129,309 SH SOLE 129,309 0 0
KENVUE INC COM 49177J102 1,097,143 57,412 SH SOLE 57,412 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 22,023,000 900,000 SH SOLE 900,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 8,476,200 170,000 SH SOLE 170,000 0 0
KYIVSTAR GROUP LTD ORD SHS G5331N101 1,057,761 65,415 SH SOLE 65,415 0 0
LAMB WESTON HLDGS INC COM 513272104 1,295,400 30,000 SH SOLE 30,000 0 0
LISATA THERAPEUTICS INC COM 128058302 404,161 118,871 SH SOLE 118,871 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 2,575,533 48,918 SH SOLE 48,918 0 0
MAXLINEAR INC COM 57776J100 6,401,500 50,000 SH SOLE 50,000 0 0
NOKIA CORP SPONSORED ADR 654902204 11,917,392 897,394 SH SOLE 897,394 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 14,697,336 1,100,100 SH SOLE 1,100,100 0 0
NUTRIEN LTD COM 67077M108 3,147,500 50,000 SH SOLE 50,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,632,308 23,600 SH SOLE 23,600 0 0
OCCIDENTAL PETE CORP COM 674599105 4,857,000 100,000 SH SOLE 100,000 0 0
ONTO INNOVATION INC COM 683344105 227,070 600 SH SOLE 600 0 0
OSCAR HEALTH INC CL A 687793109 1,140,800 40,000 SH SOLE 40,000 0 0
PEABODY ENGR CORP COM 704551100 3,791,680 164,000 SH SOLE 164,000 0 0
REDDIT INC CL A 75734B100 5,207,400 30,000 SH SOLE 30,000 0 0
REGAL REXNORD CORPORATION COM 758750103 9,577,620 40,210 SH SOLE 40,210 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,976,640 16,000 SH SOLE 16,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,421,474 25,508 SH SOLE 25,508 0 0
ROBINHOOD MKTS INC COM CL A 770700102 752,100 7,500 SH SOLE 7,500 0 0
SANMINA CORP COM 801056102 4,699,696 18,570 SH SOLE 18,570 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,357,939 75,567 SH SOLE 75,567 0 0
SEA LTD SPONSORD ADS 81141R100 9,583,000 100,000 SH SOLE 100,000 0 0
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 65,235,783 352,188 SH SOLE 352,188 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 12,241,855 230,500 SH SOLE 230,500 0 0
SHARONAI HOLDINGS INC COM CL A 778920306 2,548,266 30,100 SH SOLE 30,100 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 6,726,601 75,921 SH SOLE 75,921 0 0
SPDR GOLD TR GOLD SHS 78463V107 25,418,220 69,000 SH Call SOLE 69,000 0 0
SPDR SERIES TRUST SP O&G EXPL PRO 78468R556 4,581,522 29,700 SH SOLE 29,700 0 0
SPDR SERIES TRUST ST STR SP INS 78464A789 4,580,349 75,100 SH SOLE 75,100 0 0
SPRING VY ACQUISITION CORP I ORD SHS CL A G8377G105 2,052,000 200,000 SH SOLE 200,000 0 0
SUNRUN INC COM 86771W105 1,053,394 78,729 SH SOLE 78,729 0 0
UNITED RENTALS INC COM 911363109 15,348,394 13,548 SH SOLE 13,548 0 0
UNITED STS OIL FD LP UNITS 91232N207 5,322,000 50,000 SH Call SOLE 50,000 0 0
VALE S A SPONSORED ADS 91912E105 20,211,669 1,343,861 SH SOLE 1,343,861 0 0
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 12,474,000 157,500 SH SOLE 157,500 0 0
VEON LTD SPONSORED ADS 91822M502 635,239 12,167 SH SOLE 12,167 0 0
VYNE THERAPEUTICS INC COM 92941V308 650,700 1,000,000 SH SOLE 1,000,000 0 0
ZOETIS INC CL A 98978V103 11,856,900 165,000 SH SOLE 165,000 0 0