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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
HUDBAY MINERALS INC COM 443628102   7,240,000 800,000 SH   SOLE   800,000 0 0
ERO COPPER CORP COM 296006109   3,204,000 150,000 SH   SOLE   150,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,286,000 40,000 SH   SOLE   40,000 0 0
TESLA INC COM 88160R101   25,724,400 130,000 SH   SOLE   130,000 0 0
APPLE INC COM 037833100   12,637,200 60,000 SH   SOLE   60,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   7,760,000 200,000 SH   SOLE   200,000 0 0
ELI LILLY & CO COM 532457108   9,053,800 10,000 SH   SOLE   10,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,643,800 20,000 SH   SOLE   20,000 0 0
BROADCOM INC COM 11135F101   28,899,540 18,000 SH   SOLE   18,000 0 0
WINGSTOP INC COM 974155103   16,906,400 40,000 SH   SOLE   40,000 0 0
NIKE INC CL B 654106103   3,014,800 40,000 SH   SOLE   40,000 0 0
EASTMAN CHEM CO COM 277432100   3,918,800 40,000 SH   SOLE   40,000 0 0
NRG ENERGY INC COM NEW 629377508   7,786,000 100,000 SH   SOLE   100,000 0 0
ISHARES TR EXPANDED TECH 464287515   26,070,000 300,000 SH   SOLE   300,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207   28,454,400 160,000 SH   SOLE   160,000 0 0
E L F BEAUTY INC COM 26856L103   10,536,000 50,000 SH   SOLE   50,000 0 0
META PLATFORMS INC CL A 30303M102   20,168,800 40,000 SH   SOLE   40,000 0 0
AMAZON COM INC COM 023135106   15,460,000 80,000 SH   SOLE   80,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   9,081,374 65,850 SH   SOLE   65,850 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   8,897,000 20,000 SH   SOLE   20,000 0 0
MONGODB INC CL A 60937P106   22,496,400 90,000 SH   SOLE   90,000 0 0
EATON CORP PLC SHS G29183103   9,406,500 30,000 SH   SOLE   30,000 0 0
BANK AMERICA CORP COM 060505104   7,954,000 200,000 SH   SOLE   200,000 0 0
ALCOA CORP COM 013872106   3,978,000 100,000 SH   SOLE   100,000 0 0
HUT 8 CORP COM 44812J104   4,497,000 300,000 SH   SOLE   300,000 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   7,276,800 160,000 SH   SOLE   160,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   1,548,000 60,000 SH   SOLE   60,000 0 0
PAN AMERN SILVER CORP COM 697900108   11,928,000 600,000 SH   SOLE   600,000 0 0
DATADOG INC CL A COM 23804L103   15,562,800 120,000 SH   SOLE   120,000 0 0
TERAWULF INC COM 88080T104   1,335,000 300,000 SH   SOLE   300,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   14,061,600 30,000 SH   SOLE   30,000 0 0
QUALCOMM INC COM 747525103   3,983,600 20,000 SH   SOLE   20,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109   8,956,800 180,000 SH   SOLE   180,000 0 0
SUZANO S A SPON ADS 86959K105   3,081,000 300,000 SH   SOLE   300,000 0 0
ANTERO RESOURCES CORP COM 03674X106   6,526,000 200,000 SH   SOLE   200,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   12,150,000 250,000 SH   SOLE   250,000 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   3,387,000 300,000 SH   SOLE   300,000 0 0
ALLY FINL INC COM 02005N100   3,967,000 100,000 SH   SOLE   100,000 0 0
COTERRA ENERGY INC COM 127097103   533,400 20,000 SH   SOLE   20,000 0 0
RANGE RES CORP COM 75281A109   3,353,000 100,000 SH   SOLE   100,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,462,800 40,000 SH   SOLE   40,000 0 0