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
BAUSCH HEALTH COS INC COM 071734107 248,941 42,700 SH Call SOLE 42,700 0 0
BERTO ACQUISITION CORP *W EXP 05/01/203 G1051H119 13,000 20,000 SH SOLE 20,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 16,795,075 1,847,643 SH SOLE 1,847,643 0 0
BWX TECHNOLOGIES INC COM 05605H100 205,500 1,500 SH SOLE 1,500 0 0
CARMAX INC COM 143130102 21,121,459 383,260 SH SOLE 383,260 0 0
CME GROUP INC COM 12572Q105 366,772 1,400 SH Call SOLE 1,400 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 799,000 50,000 SH Call SOLE 50,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 231,800 12,200 SH Call SOLE 12,200 0 0
EVOLUTION GLOBAL ACQUISITION *W EXP 10/22/203 G3226F119 8,769 22,529 SH SOLE 22,529 0 0
FIGX CAP ACQUISITION CORP. *W EXP 06/17/203 G3473K118 2,348 14,672 SH SOLE 14,672 0 0
GAMESTOP CORP CL A 36467W109 5,881,490 238,600 SH Call SOLE 238,600 0 0
GLOBA TERRA ACQUISITION COR RIGHT 06/17/2030 G3933N132 667 10,260 SH SOLE 10,260 0 0
HIGHVIEW MERGER CORP *W EXP 07/24/203 G4569C119 15,771 75,100 SH SOLE 75,100 0 0
HILTON GRAND VACATIONS INC COM 43283X105 1,848,210 53,324 SH SOLE 53,324 0 0
HORMEL FOODS CORP COM 440452100 548,350 27,500 SH SOLE 27,500 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 3,348,464 39,200 SH SOLE 39,200 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 81,093,250 2,177,000 SH Call SOLE 2,177,000 0 0
JD.COM INC SPON ADS CL A 47215P106 473,480 17,800 SH Call SOLE 17,800 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 425,433 4,523 SH SOLE 4,523 0 0
KYIVSTAR GROUP LTD *W EXP 08/14/203 G5331N119 88,250 19,611 SH SOLE 19,611 0 0
META PLATFORMS INC CL A 30303M102 6,164,030 8,500 SH Call SOLE 8,500 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 731,748 57,800 SH Call SOLE 57,800 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105 70,628,420 6,958,465 SH SOLE 6,958,465 0 0
PG&E CORP COM 69331C108 1,267,875 103,500 SH Call SOLE 103,500 0 0
PIONEER ACQUISITION I CORP *W EXP 06/16/203 G7117W115 2,881 22,400 SH SOLE 22,400 0 0
PROCAP ACQUISITION CORP *W EXP 05/16/203 G7257A121 21,585 74,458 SH SOLE 74,458 0 0
PYROPHYTE ACQUISITION CORP. *W EXP 07/30/203 G7309T110 6,981 26,850 SH SOLE 26,850 0 0
RAYONIER INC COM 754907103 947,376 51,600 SH SOLE 51,600 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 3,978,522 266,300 SH Put SOLE 266,300 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 17,582,850 285,900 SH Call SOLE 285,900 0 0
SOLARIUS CAPITAL ACQU CORP *W EXP 07/10/203 G82617112 8,362 43,280 SH SOLE 43,280 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 3,650,812 24,200 SH Put SOLE 24,200 0 0
TALON CAP CORP *W EXP 08/27/203 G86652123 5,632 11,267 SH SOLE 11,267 0 0
TRADEWEB MKTS INC CL A 892672106 10,395,999 103,094 SH SOLE 103,094 0 0
UNITEDHEALTH GROUP INC COM 91324P102 36,708,000 100,000 SH Call SOLE 100,000 0 0
VICI PPTYS INC COM 925652109 12,536,084 545,759 SH SOLE 545,759 0 0
VINCI COMPASS INVESTMENTS LT COM CL A G9451V109 5,010,749 535,909 SH SOLE 535,909 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 997,633 15,266 SH SOLE 15,266 0 0
WEN ACQUISITION CORP *W EXP 99/99/999 G9R39C111 9,801 40,837 SH SOLE 40,837 0 0