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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FREEPORT-MCMORAN INC CL B 35671D857   4,860,355 100,000 SH Call OTR 1 0 100,000 0
FREEPORT-MCMORAN INC CL B 35671D857   24,301,773 500,000 SH Call OTR 1 0 500,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   478,866,962 1,000,000 SH Call OTR 1 0 1,000,000 0
PDD HOLDINGS INC SPONSORED ADS 722304102   134,725,314 1,000,000 SH Put OTR 1 0 1,000,000 0
PDD HOLDINGS INC SPONSORED ADS 722304102   57,258,259 425,000 SH Put OTR 1 0 425,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,183,633,345 4,560,000 SH Call OTR 1 0 4,560,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   36,469,479 400,000 SH Call OTR 1 0 400,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   36,469,479 400,000 SH Put OTR 1 0 400,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,340,827,493 2,800,000 SH Put OTR 1 0 2,800,000 0
UBS GROUP AG SHS H42097107   64,972,766 2,200,000 SH Put OTR 1 0 2,200,000 0
UBS GROUP AG SHS H42097107   41,346,306 1,400,000 SH Call OTR 1 0 1,400,000 0
UBS GROUP AG SHS H42097107   35,439,691 1,200,000 SH Call OTR 1 0 1,200,000 0
UBS GROUP AG SHS H42097107   20,673,153 700,000 SH Call OTR 1 0 700,000 0
LANDBRIDGE COMPANY LLC CL A 514952100   458,950 20,000 SH   OTR 1 0 20,000 0
GAUZY LTD SHS M4757U106   1,739,811 145,000 SH   OTR 1 0 145,000 0
NEXGEN ENERGY LTD COM 65340P106   14,302,203 2,050,495 SH   OTR 1 0 2,050,495 0
DENISON MINES CORP COM 248356107   8,890,672 4,434,500 SH   OTR 1 0 4,434,500 0
SPROTT FDS TR URANIUM MINERS E 85208P303   20,403,885 413,935 SH   OTR 1 0 413,935 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   59,969,191 1,422,147 SH   OTR 1 0 1,422,147 0
ATLASSIAN CORPORATION CL A 049468101   11,001,814 62,196 SH   OTR 1 0 62,196 0
CAMECO CORP COM 13321L108   53,182,824 1,081,436 SH   OTR 1 0 1,081,436 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   10,443,210 720,000 SH   OTR 1 0 720,000 0
CIENA CORP COM NEW 171779309   98,123,573 2,037,123 SH   OTR 1 0 2,037,123 0
WILLIAMS SONOMA INC COM 969904101   8,787,461 31,100 SH   OTR 1 0 31,100 0
CONSTELLATION ENERGY CORP COM 21037T109   81,983,393 409,791 SH   OTR 1 0 409,791 0
ZSCALER INC COM 98980G102   16,244,524 84,562 SH   OTR 1 0 84,562 0
CROWDSTRIKE HLDGS INC CL A 22788C105   13,486,123 35,204 SH   OTR 1 0 35,204 0
PALO ALTO NETWORKS INC COM 697435105   19,052,921 56,197 SH   OTR 1 0 56,197 0
CARIBOU BIOSCIENCES INC COM 142038108   1,374,430 840,630 SH   OTR 1 0 840,630 0
MONGODB INC CL A 60937P106   4,766,640 19,085 SH   OTR 1 0 19,085 0
UR-ENERGY INC COM 91688R108   1,938,785 1,405,000 SH   OTR 1 0 1,405,000 0
DATADOG INC CL A COM 23804L103   20,171,080 155,581 SH   OTR 1 0 155,581 0
MARVELL TECHNOLOGY INC COM 573874104   151,228,828 2,161,109 SH   OTR 1 0 2,161,109 0
MONOLITHIC PWR SYS INC COM 609839105   27,344,983 33,329 SH   OTR 1 0 33,329 0
VISTRA CORP COM 92840M102   51,748,403 601,604 SH   OTR 1 0 601,604 0
LULULEMON ATHLETICA INC COM 550021109   23,250,864 77,932 SH   OTR 1 0 77,932 0
WORKDAY INC CL A 98138H101   63,987,660 286,315 SH   OTR 1 0 286,315 0
URANIUM ENERGY CORP COM 916896103   24,036,555 3,999,679 SH   OTR 1 0 3,999,679 0
COHERENT CORP COM 19247G107   12,530,082 172,958 SH   OTR 1 0 172,958 0
MASTEC INC COM 576323109   20,645,436 193,007 SH   OTR 1 0 193,007 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   6,619,123 23,649 SH   OTR 1 0 23,649 0
INTELLIA THERAPEUTICS INC COM 45826J105   25,511,033 1,140,973 SH   OTR 1 0 1,140,973 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   24,410,662 939,984 SH   OTR 1 0 939,984 0
BERKLEY W R CORP COM 084423102   7,590,345 96,600 SH   OTR 1 0 96,600 0
QUANTA SVCS INC COM 74762E102   19,066,528 75,025 SH   OTR 1 0 75,025 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   25,931,114 351,823 SH   OTR 1 0 351,823 0
FORTINET INC COM 34959E109   71,309,080 1,183,430 SH   OTR 1 0 1,183,430 0
AMERICAN AIRLS GROUP INC COM 02376R102   4,643,123 410,000 SH   OTR 1 0 410,000 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   2,475,584 123,139 SH   OTR 1 0 123,139 0
BANCO MACRO SA SPON ADR B 05961W105   16,774,195 292,119 SH   OTR 1 0 292,119 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100   546,229 58,990 SH   OTR 1 0 58,990 0
OREILLY AUTOMOTIVE INC COM 67103H107   5,205,727 4,929 SH   OTR 1 0 4,929 0
NEWELL BRANDS INC COM 651229106   1,024,768 160,000 SH   OTR 1 0 160,000 0
D R HORTON INC COM 23331A109   20,187,975 143,307 SH   OTR 1 0 143,307 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   10,988,568 175,000 SH   OTR 1 0 175,000 0
BROADCOM INC COM 11135F101   233,559,207 145,571 SH   OTR 1 0 145,571 0
ALPHABET INC CAP STK CL A 02079K305   28,763,254 157,971 SH   OTR 1 0 157,971 0
SPDR SER TR S&P HOMEBUILD 78464A888   14,367,979 142,099 SH   OTR 1 0 142,099 0
ISHARES TR MSCI EMG MKT ETF 464287234   2,089,157 49,047 SH   OTR 1 0 49,047 0
CITIGROUP INC COM NEW 172967424   46,552,922 733,422 SH   OTR 1 0 733,422 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   31,271,653 1,022,809 SH   OTR 1 0 1,022,809 0
MASTERCARD INCORPORATED CL A 57636Q104   18,311,325 41,511 SH   OTR 1 0 41,511 0
JPMORGAN CHASE & CO. COM 46625H100   58,245,974 288,016 SH   OTR 1 0 288,016 0
STARBUCKS CORP COM 855244109   23,794,547 305,716 SH   OTR 1 0 305,716 0
GOLDMAN SACHS GROUP INC COM 38141G104   77,617,136 171,676 SH   OTR 1 0 171,676 0
MICRON TECHNOLOGY INC COM 595112103   299,807,734 2,280,431 SH   OTR 1 0 2,280,431 0
INTEL CORP COM 458140100   34,998,653 1,131,477 SH   OTR 1 0 1,131,477 0
WELLS FARGO CO NEW COM 949746101   173,220,035 2,917,449 SH   OTR 1 0 2,917,449 0
AMAZON COM INC COM 023135106   371,458,853 1,921,306 SH   OTR 1 0 1,921,306 0
TJX COS INC NEW COM 872540109   14,641,866 132,901 SH   OTR 1 0 132,901 0
SHERWIN WILLIAMS CO COM 824348106   19,074,475 63,896 SH   OTR 1 0 63,896 0
MICROSOFT CORP COM 594918104   250,951,265 561,626 SH   OTR 1 0 561,626 0
S&P GLOBAL INC COM 78409V104   17,363,979 38,922 SH   OTR 1 0 38,922 0
LAM RESEARCH CORP COM 512807108   29,138,338 27,394 SH   OTR 1 0 27,394 0
LOWES COS INC COM 548661107   37,381,535 169,682 SH   OTR 1 0 169,682 0
SALESFORCE INC COM 79466L302   203,102,561 789,760 SH   OTR 1 0 789,760 0
MORGAN STANLEY COM NEW 617446448   8,192,189 84,301 SH   OTR 1 0 84,301 0
INTERNATIONAL BUSINESS MACHS COM 459200101   47,024,856 271,694 SH   OTR 1 0 271,694 0
BOOKING HOLDINGS INC COM 09857L108   25,748,391 6,506 SH   OTR 1 0 6,506 0
ISHARES INC MSCI MEXICO ETF 464286822   599,649 10,590 SH   OTR 1 0 10,590 0
FREEPORT-MCMORAN INC CL B 35671D857   219,153 4,509 SH   OTR 1 0 4,509 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   120,346,637 1,319,971 SH   OTR 1 0 1,319,971 0
MARRIOTT INTL INC NEW CL A 571903202   20,205,666 83,554 SH   OTR 1 0 83,554 0
BANK AMERICA CORP COM 060505104   310,273,819 7,802,884 SH   OTR 1 0 7,802,884 0
ADVANCED MICRO DEVICES INC COM 007903107   188,659,261 1,163,606 SH   OTR 1 0 1,163,606 0
APPLIED MATLS INC COM 038222105   28,575,870 121,140 SH   OTR 1 0 121,140 0
NVIDIA CORPORATION COM 67066G104   212,924,374 1,724,810 SH   OTR 1 0 1,724,810 0
META PLATFORMS INC CL A 30303M102   217,768,032 431,927 SH   OTR 1 0 431,927 0
DISH NETWORK CORPORATION NOTE 3.375% 8/1 25470MAB5   93,500,745 150,202,000 PRN   OTR 1 0 150,202,000 0
WORKDAY INC CL A 98138H101   22,348,693 100,000 SH Call OTR 1 0 100,000 0
PALO ALTO NETWORKS INC COM 697435105   20,342,283 60,000 SH Call OTR 1 0 60,000 0
SALESFORCE INC COM 79466L302   51,433,995 200,000 SH Call OTR 1 0 200,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   220,278,802 460,000 SH Call OTR 1 0 460,000 0
MICRON TECHNOLOGY INC COM 595112103   23,007,209 175,000 SH Call OTR 1 0 175,000 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   101,633,928 390,000 SH Call OTR 1 0 390,000 0
PINTEREST INC CL A 72352L106   1,872,971 42,500 SH Call OTR 1 0 42,500 0
PINTEREST INC CL A 72352L106   1,872,971 42,500 SH Put OTR 1 0 42,500 0
ISHARES INC MSCI BRAZIL ETF 464286400   94,235,601 3,450,000 SH Call OTR 1 0 3,450,000 0
MICRON TECHNOLOGY INC COM 595112103   42,070,326 320,000 SH Call OTR 1 0 320,000 0
MICRON TECHNOLOGY INC COM 595112103   42,070,326 320,000 SH Call OTR 1 0 320,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   405,480,170 2,000,000 SH Call OTR 1 0 2,000,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   255,857,987 1,262,000 SH Call OTR 1 0 1,262,000 0
ISHARES TR MSCI EMG MKT ETF 464287234   102,228,000 2,400,000 SH Call OTR 1 0 2,400,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   506,850,213 2,500,000 SH Put OTR 1 0 2,500,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   502,810,310 1,050,000 SH Put OTR 1 0 1,050,000 0
PINTEREST INC CL A 72352L106   881,398 20,000 SH Put OTR 1 0 20,000 0
PINTEREST INC CL A 72352L106   881,398 20,000 SH Call OTR 1 0 20,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,005,620,620 2,100,000 SH Put OTR 1 0 2,100,000 0
ISHARES TR CHINA LG-CAP ETF 464287184   52,787,164 2,000,000 SH Put OTR 1 0 2,000,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   51,366,510 1,250,000 SH Call OTR 1 0 1,250,000 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   51,366,510 1,250,000 SH Put OTR 1 0 1,250,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   506,850,213 2,500,000 SH Put OTR 1 0 2,500,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,819,694,454 3,800,000 SH Call OTR 1 0 3,800,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   54,704,219 600,000 SH Put OTR 1 0 600,000 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   54,704,219 600,000 SH Call OTR 1 0 600,000 0
REALOGY GRP LLC/REALOGY CO NOTE 0.250% 6/1 75606DAP6   14,153,125 17,500,000 PRN   OTR 1 0 17,500,000 0
ISHARES TR CHINA LG-CAP ETF 464287184   52,787,164 2,000,000 SH Put OTR 1 0 2,000,000 0
ISHARES TR MSCI EMG MKT ETF 464287234   29,816,500 700,000 SH Call OTR 1 0 700,000 0
ISHARES TR MSCI EMG MKT ETF 464287234   29,816,500 700,000 SH Put OTR 1 0 700,000 0
ISHARES TR CHINA LG-CAP ETF 464287184   47,508,448 1,800,000 SH Put OTR 1 0 1,800,000 0
ISHARES TR CHINA LG-CAP ETF 464287184   47,508,448 1,800,000 SH Put OTR 1 0 1,800,000 0
ISHARES TR MSCI EMG MKT ETF 464287234   306,684,000 7,200,000 SH Call OTR 1 0 7,200,000 0
ISHARES TR MSCI EMG MKT ETF 464287234   306,684,000 7,200,000 SH Call OTR 1 0 7,200,000 0
INVESCO QQQ TR UNIT SER 1 46090E103   359,150,221 750,000 SH Call OTR 1 0 750,000 0