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
AERCAP HOLDINGS NV SHS N00985106   19,120,200 220,000 SH   SOLE 0 220,000 0 0
AES CORP COM 00130H105   14,702,600 820,000 SH   SOLE 0 820,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106   9,315,000 250,000 SH Put SOLE 0 250,000 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,533,400 76,000 SH   SOLE 0 76,000 0 0
AIR LEASE CORP CL A 00912X302   5,144,000 100,000 SH   SOLE 0 100,000 0 0
ALBEMARLE CORP COM 012653101   7,245,700 55,000 SH   SOLE 0 55,000 0 0
ALLY FINL INC COM 02005N100   12,177,000 300,000 SH Put SOLE 0 300,000 0 0
ALPHABET INC CAP STK CL A 02079K305   4,315,541 28,593 SH   SOLE 0 28,593 0 0
AMAZON COM INC COM 023135106   4,637,389 25,709 SH   SOLE 0 25,709 0 0
APPLE INC COM 037833100   1,817,002 10,596 SH   SOLE 0 10,596 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   8,559,026 2,495,343 SH   SOLE 0 2,495,343 0 0
ARK ETF TR INNOVATION ETF 00214Q104   20,032,000 400,000 SH Put SOLE 0 400,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   2,598,750 55,000 SH   SOLE 0 55,000 0 0
BLACKSTONE INC COM 09260D107   13,438,231 102,293 SH   SOLE 0 102,293 0 0
BLACKSTONE INC COM 09260D107   314,972,712 2,397,600 SH Put SOLE 0 2,397,600 0 0
BLOOMIN BRANDS INC COM 094235108   9,011,801 314,219 SH   SOLE 0 314,219 0 0
BP PLC SPONSORED ADR 055622104   5,652,000 150,000 SH   SOLE 0 150,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,645,100 30,000 SH   SOLE 0 30,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   5,436,000 120,000 SH   SOLE 0 120,000 0 0
CARMAX INC COM 143130102   13,066,500 150,000 SH Put SOLE 0 150,000 0 0
CI&T INC COM CL A G21307106   4,382,806 1,061,212 SH   SOLE 0 1,061,212 0 0
CROCS INC COM 227046109   244,316 1,699 SH   SOLE 0 1,699 0 0
CROWN CASTLE INC COM 22822V101   13,639,159 128,878 SH   SOLE 0 128,878 0 0
CROWN HLDGS INC COM 228368106   11,612,779 146,515 SH   SOLE 0 146,515 0 0
ECOLAB INC COM 278865100   5,187,169 22,465 SH   SOLE 0 22,465 0 0
FIRST SOLAR INC COM 336433107   6,297,422 37,307 SH   SOLE 0 37,307 0 0
FIRST SOLAR INC COM 336433107   16,880,000 100,000 SH Call SOLE 0 100,000 0 0
FORTIVE CORP COM 34959J108   3,870,900 45,000 SH   SOLE 0 45,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   7,531,350 218,300 SH   SOLE 0 218,300 0 0
GILDAN ACTIVEWEAR INC COM 375916103   5,569,500 150,000 SH   SOLE 0 150,000 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   36,914,100 870,000 SH   SOLE 0 870,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   69,592,439 410,890 SH   SOLE 0 410,890 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   60,385,360 136,000 SH   SOLE 0 136,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   213,124,800 480,000 SH Call SOLE 0 480,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   138,975,130 313,000 SH Put SOLE 0 313,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772   40,266,000 600,000 SH   SOLE 0 600,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   170,663,988 2,195,600 SH   SOLE 0 2,195,600 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   5,239,702 217,686 SH   SOLE 0 217,686 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   27,038,151 80,220 SH   SOLE 0 80,220 0 0
ISHARES TR IBOXX HI YD ETF 464288513   7,773,000 100,000 SH Put SOLE 0 100,000 0 0
ISHARES TR US HOME CONS ETF 464288752   57,885,000 500,000 SH Put SOLE 0 500,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   26,287,500 125,000 SH Call SOLE 0 125,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   641,415,000 3,050,000 SH Put SOLE 0 3,050,000 0 0
KROGER CO COM 501044101   4,570,400 80,000 SH   SOLE 0 80,000 0 0
LINDE PLC SHS G54950103   2,321,600 5,000 SH   SOLE 0 5,000 0 0
LOWES COS INC COM 548661107   4,271,822 16,770 SH   SOLE 0 16,770 0 0
MARVELL TECHNOLOGY INC COM 573874104   7,088,000 100,000 SH Call SOLE 0 100,000 0 0
META PLATFORMS INC CL A 30303M102   12,139,500 25,000 SH   SOLE 0 25,000 0 0
MICROSOFT CORP COM 594918104   7,306,644 17,367 SH   SOLE 0 17,367 0 0
NIKE INC CL B 654106103   1,219,203 12,973 SH   SOLE 0 12,973 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,193,000 100,000 SH   SOLE 0 100,000 0 0
NVIDIA CORPORATION COM 67066G104   42,467,320 47,000 SH   SOLE 0 47,000 0 0
NVIDIA CORPORATION COM 67066G104   22,589,000 25,000 SH Call SOLE 0 25,000 0 0
NVIDIA CORPORATION COM 67066G104   64,152,760 71,000 SH Put SOLE 0 71,000 0 0
ORACLE CORP COM 68389X105   43,025,319 342,531 SH   SOLE 0 342,531 0 0
PACER FDS TR PACER US SMALL 69374H857   92,420,800 1,880,000 SH   SOLE 0 1,880,000 0 0
PHILIP MORRIS INTL INC COM 718172109   10,536,300 115,000 SH   SOLE 0 115,000 0 0
R1 RCM INC COM 77634L105   11,513,380 893,896 SH   SOLE 0 893,896 0 0
RB GLOBAL INC COM 74935Q107   53,436,149 701,538 SH   SOLE 0 701,538 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   14,021,987 183,630 SH   SOLE 0 183,630 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   5,664,600 60,000 SH   SOLE 0 60,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   7,838,311 42,625 SH   SOLE 0 42,625 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   8,214,169 39,440 SH   SOLE 0 39,440 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   50,384,000 400,000 SH Call SOLE 0 400,000 0 0
SHERWIN WILLIAMS CO COM 824348106   5,148,125 14,822 SH   SOLE 0 14,822 0 0
SOUTHERN CO COM 842587107   4,304,400 60,000 SH   SOLE 0 60,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   42,368,670 81,000 SH   SOLE 0 81,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   245,842,900 470,000 SH Call SOLE 0 470,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   329,534,100 630,000 SH Put SOLE 0 630,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   6,211,088 123,530 SH   SOLE 0 123,530 0 0
SPDR SER TR S&P BIOTECH 78464A870   10,437,900 110,000 SH   SOLE 0 110,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   15,084,000 300,000 SH Call SOLE 0 300,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   15,084,000 300,000 SH Put SOLE 0 300,000 0 0
STONECO LTD COM CL A G85158106   20,430,300 1,230,000 SH   SOLE 0 1,230,000 0 0
SUZANO S A SPON ADS 86959K105   2,638,981 206,493 SH   SOLE 0 206,493 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   47,590,760 452,771 SH   SOLE 0 452,771 0 0
T-MOBILE US INC COM 872590104   28,051,479 171,863 SH   SOLE 0 171,863 0 0
TYSON FOODS INC CL A 902494103   41,111,000 700,000 SH Put SOLE 0 700,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   9,224,590 41,000 SH   SOLE 0 41,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,487,669 141,925 SH   SOLE 0 141,925 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   22,499,000 100,000 SH Call SOLE 0 100,000 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   11,780,245 34,225 SH   SOLE 0 34,225 0 0
WASTE CONNECTIONS INC COM 94106B101   13,404,911 77,931 SH   SOLE 0 77,931 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   6,643,350 185,000 SH   SOLE 0 185,000 0 0