The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 10,218,000 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 219,440,000 | 2,110,000 | SH | SOLE | N/A | 2,110,000 | 0 | 0 | ||
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | 7,884,600 | 204,000 | SH | SOLE | N/A | 204,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 206,580,000 | 2,000,000 | SH | SOLE | N/A | 2,000,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 29,439,750 | 1,275,000 | SH | SOLE | N/A | 1,275,000 | 0 | 0 | ||
| ARK ETF TR | INNOVATION ETF | 00214Q104 | 20,170,000 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 20,744,250 | 425,000 | SH | SOLE | N/A | 425,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167172 | 15,960,000 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167180 | 8,742,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 19,242,302 | 253,055 | SH | SOLE | N/A | 253,055 | 0 | 0 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 164,065,000 | 2,090,000 | SH | SOLE | N/A | 2,090,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 30,039,000 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 127,236,772 | 10,203,430 | SH | SOLE | N/A | 10,203,430 | 0 | 0 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 13,415,682 | 517,980 | SH | SOLE | N/A | 517,980 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 81,370,500 | 2,550,000 | SH | SOLE | N/A | 2,550,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 79,971,500 | 350,000 | SH | SOLE | N/A | 350,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 37,574,400 | 142,500 | SH | SOLE | N/A | 142,500 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 104,940,000 | 6,000,000 | SH | SOLE | N/A | 6,000,000 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 20,154,750 | 525,000 | SH | SOLE | N/A | 525,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 148,358,000 | 700,000 | SH | SOLE | N/A | 700,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 74,958,000 | 260,000 | SH | SOLE | N/A | 260,000 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 6,625,596 | 192,325 | SH | SOLE | N/A | 192,325 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 41,665,500 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 57,936,200 | 290,000 | SH | SOLE | N/A | 290,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 42,335,120 | 1,316,800 | SH | Put | SOLE | N/A | 1,316,800 | 0 | 0 | |
| SYSCO CORP | COM | 871829107 | 11,584,500 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 31,119,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 190,200,000 | 6,000,000 | SH | SOLE | N/A | 6,000,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 70,888,500 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||