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
ADVANCE AUTO PARTS INC COM 00751Y106   8,509,000 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL C 02079K107   64,710,500 425,000 SH   SOLE   425,000 0 0
AMAZON COM INC COM 023135106   139,794,500 775,000 SH   SOLE   775,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   118,620,317 1,517,466 SH   SOLE   1,517,466 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   8,229,200 140,000 SH   SOLE   140,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   73,092,500 650,000 SH   SOLE   650,000 0 0
APTIV PLC SHS G6095L109   80,421,968 1,009,692 SH   SOLE   1,009,692 0 0
ASTRONICS CORP COM 046433108   10,391,156 545,754 SH   SOLE   545,754 0 0
AT&T INC COM 00206R102   70,400,000 4,000,000 SH   SOLE   4,000,000 0 0
ATI INC COM 01741R102   17,039,610 333,000 SH   SOLE   333,000 0 0
AZUL S A SPONSR ADR PFD 05501U106   9,712,500 1,250,000 SH   SOLE   1,250,000 0 0
BANC OF CALIFORNIA INC COM 05990K106   37,198,869 2,445,685 SH   SOLE   2,445,685 0 0
BLOCK INC CL A 852234103   38,714,803 457,730 SH   SOLE   457,730 0 0
BOEING CO COM 097023105   33,317,601 172,639 SH   SOLE   172,639 0 0
BOEING CO CALL 097023105   9,649,500 50,000 SH   SOLE   50,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   37,669,500 550,000 SH   SOLE   550,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   43,559,953 666,768 SH   SOLE   666,768 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   19,265,740 72,668 SH   SOLE   72,668 0 0
COREBRIDGE FINL INC COM 21871X109   13,215,800 460,000 SH   SOLE   460,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   11,967,500 250,000 SH   SOLE   250,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   33,761,098 1,752,003 SH   SOLE   1,752,003 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   63,053,000 850,000 SH   SOLE   850,000 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   1,763,683 28,419 SH   SOLE   28,419 0 0
FIRST SOLAR INC COM 336433107   18,055,354 106,963 SH   SOLE   106,963 0 0
FREEPORT-MCMORAN INC CL B 35671D857   29,897,150 635,839 SH   SOLE   635,839 0 0
GOGORO INC *W EXP 99/99/999 G9491K113   2,484,000 1,350,000 SH   SOLE   1,350,000 0 0
HOWMET AEROSPACE INC COM 443201108   8,553,750 125,000 SH   SOLE   125,000 0 0
HUDSON TECHNOLOGIES INC COM 444144109   1,101,000 100,000 SH   SOLE   100,000 0 0
IMMUNOVANT INC COM 45258J102   8,077,500 250,000 SH   SOLE   250,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   93,923,098 683,425 SH   SOLE   683,425 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   867,622 2,174 SH   SOLE   2,174 0 0
IONIS PHARMACEUTICALS INC COM 462222100   5,852,250 135,000 SH   SOLE   135,000 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   9,254,850 165,000 SH   SOLE   165,000 0 0
MASIMO CORP COM 574795100   25,551,900 174,000 SH   SOLE   174,000 0 0
META PLATFORMS INC CL A 30303M102   122,619,147 252,521 SH   SOLE   252,521 0 0
MICROSOFT CORP COM 594918104   63,108,000 150,000 SH   SOLE   150,000 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,585,241 930 SH   SOLE   930 0 0
MOVELLA HOLDINGS INC *W EXP 02/10/202 62459N113   9,360 150,000 SH   SOLE   150,000 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   23,309,306 1,180,218 SH   SOLE   1,180,218 0 0
NCR VOYIX CORPORATION COM 62886E108   37,890,000 3,000,000 SH   SOLE   3,000,000 0 0
NEXTERA ENERGY INC COM 65339F101   1,254,489 19,629 SH   SOLE   19,629 0 0
NOVO-NORDISK A S ADR 670100205   19,260,000 150,000 SH   SOLE   150,000 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   20,553,000 650,000 SH   SOLE   650,000 0 0
NVIDIA CORPORATION COM 67066G104   18,071,200 20,000 SH   SOLE   20,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   15,688,106 2,114,300 SH   SOLE   2,114,300 0 0
PINTEREST INC CL A 72352L106   35,385,762 1,020,645 SH   SOLE   1,020,645 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   15,672,000 800,000 SH   SOLE   800,000 0 0
PROGRESSIVE CORP COM 743315103   85,520,070 413,500 SH   SOLE   413,500 0 0
RH COM 74967X103   21,243,860 61,000 SH   SOLE   61,000 0 0
SANOFI SPONSORED ADR 80105N105   25,009,949 514,608 SH   SOLE   514,608 0 0
SHELL PLC SPON ADS 780259305   42,774,671 638,047 SH   SOLE   638,047 0 0
SHIFT4 PMTS INC CL A 82452J109   429,389 6,499 SH   SOLE   6,499 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   9,061,186 344,270 SH   SOLE   344,270 0 0
SONDER HOLDINGS INC *W EXP 01/18/202 83542D110   444,000 150,000 SH   SOLE   150,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,178,776 5,730 SH   SOLE   5,730 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   31,303,530 867,855 SH   SOLE   867,855 0 0
STRYKER CORPORATION COM 863667101   17,893,500 50,000 SH   SOLE   50,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,111,665 8,171 SH   SOLE   8,171 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   41,482,166 279,360 SH   SOLE   279,360 0 0
TECK RESOURCES LTD CL B 878742204   42,604,653 930,639 SH   SOLE   930,639 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   49,402,850 85,000 SH   SOLE   85,000 0 0
TIDEWATER INC NEW COM 88642R109   33,434,088 363,414 SH   SOLE   363,414 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   47,100,000 7,500,000 SH   SOLE   7,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   962,221 12,498 SH   SOLE   12,498 0 0
UBS GROUP AG SHS H42097107   15,735,521 512,224 SH   SOLE   512,224 0 0
UNITED AIRLS HLDGS INC COM 910047109   35,910,000 750,000 SH   SOLE   750,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   70,523,389 1,680,729 SH   SOLE   1,680,729 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   95,537,158 1,169,795 SH   SOLE   1,169,795 0 0
VULCAN MATLS CO COM 929160109   6,823,000 25,000 SH   SOLE   25,000 0 0