The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 42,055,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 12,661,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| EMBRAER S.A. | SPONSORED ADS | 29082A107 | 346,698 | 4,603 | SH | SOLE | 4,603 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 1,633,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 42,710,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| IRSA INVERSIONES Y REP S A | SPON GDS ECH 10 | 450047303 | 1,667,338 | 119,780 | SH | SOLE | 119,780 | 0 | 0 | ||
| LOMA NEGRA C I A S A MTN 14 | SPONSORED ADS | 54150E104 | 2,348,742 | 225,298 | SH | SOLE | 225,298 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 20,665,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 1,772,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 35,835,810 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| UBS GROUP AG | SHS | H42097107 | 33,941,276 | 705,200 | SH | SOLE | 705,200 | 0 | 0 | ||
| WARRIOR MET COAL INC | COM | 93627C101 | 1,747,221 | 19,839 | SH | SOLE | 19,839 | 0 | 0 | ||