Baymount Management LP

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Baymount Management LP in Q1 2021
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
State Street Energy Select Sector SPDR ETF81369Y506	ETF	650,000	$31.9M	30.3%	–	–	–
iShares Inc464286822	MSCI MEXICO ETF	700,000	$30.7M	29.2%	–	–	–
iShares Inc464286400	MSCI BRAZIL ETF	800,000	$26.8M	25.5%	–	–	–
PSLVSprott Physical Silver Trust	PHYSICAL SILVER	1,800,000	$15.8M	15.0%	–	–	History

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Baymount Management LP in Q1 2021
Security	Class	Puts	Calls
iShares Inc464286400	MSCI BRAZIL ETF	–	$217.4M
State Street Energy Select Sector SPDR ETF81369Y506	ETF	–	$91.5M
MUMicron Technology Inc	Stock	$88.4M	–
iShares Inc464286822	MSCI MEXICO ETF	–	$21.9M
ALBAlbemarle Corp	Stock	–	$14.6M