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 |
| ADOBE INC | COM | 00724F101 | 1,511,622 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 12,308,922 | 51,300 | SH | Call | SOLE | 51,300 | 0 | 0 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,018,808 | 3,300 | SH | Call | SOLE | 3,300 | 0 | 0 | |
| ALASKA AIR GROUP INC | COM | 011659109 | 232,200 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 634,680 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,613,100 | 15,000 | SH | Call | SOLE | 15,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 619,344 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,602,000 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 1,295,580 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | 401,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 432,926 | 1,300 | SH | Put | SOLE | 1,300 | 0 | 0 | |
| BIOCERES CROP SOLUTIONS CORP | SHS | G1117K114 | 10,440 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| BOEING CO | COM | 097023105 | 372,100 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | 1,717,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 235,710 | 600 | SH | SOLE | 600 | 0 | 0 | ||
| FRESENIUS MEDICAL CARE AG | SPONSORED ADR | 358029106 | 492,360 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 522,960 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 665,793 | 900 | SH | Put | SOLE | 900 | 0 | 0 | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | 1,421,232 | 23,200 | SH | SOLE | 23,200 | 0 | 0 | ||
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 | 415,310 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 980,400 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| LITHIUM AMERS CORP NEW | COM SHS | 53681J103 | 105,726 | 40,200 | SH | SOLE | 40,200 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,102,940 | 2,000 | SH | Call | SOLE | 2,000 | 0 | 0 | |
| NOVO-NORDISK A S | ADR | 670100205 | 265,370 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 892,450 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| SANOFI SA | SPONSORED ADR | 80105N105 | 412,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 833,920 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| SONY GROUP CORP | SPONSORED ADR | 835699307 | 705,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 2,564,620 | 17,000 | SH | Call | SOLE | 17,000 | 0 | 0 | |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 211,204 | 1,400 | SH | Put | SOLE | 1,400 | 0 | 0 | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 762,630 | 1,000 | SH | Call | SOLE | 1,000 | 0 | 0 | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 8,388,930 | 11,000 | SH | Put | SOLE | 11,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 4,577,049 | 12,900 | SH | Call | SOLE | 12,900 | 0 | 0 | |
| TOYOTA MOTOR CORP | ADS | 892331307 | 457,750 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| ETF SER SOLUTIONS | US GLB JETS | 26922A842 | 1,269,900 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 1,049,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ADECOAGRO S A | COM | L00849106 | 1,135,680 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,301,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 399,624 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 6,027,662 | 18,100 | SH | Call | SOLE | 18,100 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,520,225 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| BANCO MACRO S A | SPON ADR B | 05961W105 | 11,806,720 | 176,404 | SH | SOLE | 176,404 | 0 | 0 | ||
| BANCO BBVA ARGENTINA S A | SPONSORED ADS | 058934100 | 26,527,540 | 2,064,400 | SH | SOLE | 2,064,400 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 1,081,440 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
| BIOCERES CROP SOLUTIONS CORP | SHS | G1117K114 | 19,140 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CENTRAL PUERTO S A | SPONSORED ADR | 155038201 | 3,090,472 | 255,200 | SH | SOLE | 255,200 | 0 | 0 | ||
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 1,958,880 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 2,049,413 | 178,055 | SH | SOLE | 178,055 | 0 | 0 | ||
| DIREXION SHARES ETF TRUST | DLY 20 YR TRESUR | 25460G138 | 980,976 | 38,200 | SH | SOLE | 38,200 | 0 | 0 | ||
| DIREXION SHARES ETF TRUST | DA FT CH BU ETF | 25460G195 | 4,184,068 | 167,900 | SH | SOLE | 167,900 | 0 | 0 | ||
| EMPRESA DIST Y COMERCIAL NOR | SPON ADR | 29244A102 | 5,603,595 | 268,500 | SH | SOLE | 268,500 | 0 | 0 | ||
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | 399909100 | 42,185,472 | 1,132,800 | SH | SOLE | 1,132,800 | 0 | 0 | ||
| GRUPO SUPERVIELLE S.A. | SPONSORED ADR | 40054A108 | 4,118,112 | 579,200 | SH | SOLE | 579,200 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 6,140,091 | 8,300 | SH | SOLE | 8,300 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 177,100,938 | 239,400 | SH | Call | SOLE | 239,400 | 0 | 0 | |
| IRSA INVERSIONES Y REP S A | SPON GDS ECH 10 | 450047303 | 1,664,150 | 119,551 | SH | SOLE | 119,551 | 0 | 0 | ||
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 5,715,360 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | ||
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 6,623,050 | 177,800 | SH | SOLE | 177,800 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 333,468 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 3,640,359 | 13,100 | SH | Call | SOLE | 13,100 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 277,890 | 1,000 | SH | Put | SOLE | 1,000 | 0 | 0 | |
| JD.COM INC | SPON ADS CL A | 47215P106 | 2,926,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 19,654,569 | 801,900 | SH | SOLE | 801,900 | 0 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 749,760 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| LITHIUM ARGENTINA AG | COM SHS | H5012F103 | 962,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| LOMA NEGRA C I A S A MTN 14 | SPONSORED ADS | 54150E104 | 2,281,600 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 1,593,486 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 2,765,648 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,795,150 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,667,390 | 9,100 | SH | Call | SOLE | 9,100 | 0 | 0 | |
| NETFLIX INC. | COM | 64110L106 | 1,043,700 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PAMPA ENERGIA SA | SPONS ADR LVL I | 697660207 | 30,011,443 | 385,900 | SH | SOLE | 385,900 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 2,143,350 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | 1,154,111 | 55,300 | SH | SOLE | 55,300 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 1,140,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TELECOM ARGENTINA SA | SPON ADR REP B | 879273209 | 273,621 | 22,300 | SH | SOLE | 22,300 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 708,942 | 89,400 | SH | SOLE | 89,400 | 0 | 0 | ||
| TRANSPORTADORA DE GAS DEL SU | SPONSORED ADS B | 893870204 | 5,683,050 | 219,000 | SH | SOLE | 219,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,120,180 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 520,308 | 38,800 | SH | SOLE | 38,800 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 609,000 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 2,496,900 | 4,100 | SH | Call | SOLE | 4,100 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 688,050 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | 7,417,225 | 113,500 | SH | SOLE | 113,500 | 0 | 0 | ||
| XPENG INC | ADS | 98422D105 | 573,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPONSORED ADS | 984245100 | 67,705,578 | 1,350,600 | SH | SOLE | 1,350,600 | 0 | 0 | ||