The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 263,132,100 | 2,310,000 | SH | SOLE | N/A | 2,310,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 372,991,250 | 4,475,000 | SH | SOLE | N/A | 4,475,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 279,440,700 | 2,310,000 | SH | SOLE | N/A | 2,310,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 412,263,500 | 3,162,500 | SH | SOLE | N/A | 3,162,500 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 45,138,800 | 1,960,000 | SH | SOLE | N/A | 1,960,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 93,105,600 | 480,000 | SH | SOLE | N/A | 480,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 40,515,000 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 57,980,000 | 80,000 | SH | SOLE | N/A | 80,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 174,560,250 | 1,275,000 | SH | SOLE | N/A | 1,275,000 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 104,091,600 | 120,000 | SH | SOLE | N/A | 120,000 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 44,558,800 | 190,000 | SH | SOLE | N/A | 190,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 62,947,950 | 1,235,000 | SH | SOLE | N/A | 1,235,000 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167172 | 18,670,000 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167180 | 9,981,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 16,987,040 | 203,000 | SH | SOLE | N/A | 203,000 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 45,775,000 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 124,229,825 | 9,781,876 | SH | SOLE | N/A | 9,781,876 | 0 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 13,069,073 | 495,980 | SH | SOLE | N/A | 495,980 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 84,727,800 | 2,060,000 | SH | SOLE | N/A | 2,060,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 161,135,000 | 650,000 | SH | SOLE | N/A | 650,000 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 226,556,000 | 6,775,000 | SH | SOLE | N/A | 6,775,000 | 0 | 0 | ||
ISHARES TR | CHINA LG-CAP ETF | 464287184 | 40,785,000 | 1,500,000 | SH | SOLE | N/A | 1,500,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 63,993,750 | 1,875,000 | SH | SOLE | N/A | 1,875,000 | 0 | 0 | ||
KRANESHARES TR | CSI CHI INTERNET | 500767306 | 43,088,000 | 1,600,000 | SH | SOLE | N/A | 1,600,000 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 77,143,200 | 120,000 | SH | SOLE | N/A | 120,000 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 80,250,000 | 5,000,000 | SH | SOLE | N/A | 5,000,000 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 104,615,000 | 1,750,000 | SH | SOLE | N/A | 1,750,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 431,187,450 | 1,502,500 | SH | SOLE | N/A | 1,502,500 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 88,354,000 | 1,400,000 | SH | SOLE | N/A | 1,400,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 422,269,600 | 1,240,000 | SH | SOLE | N/A | 1,240,000 | 0 | 0 | ||
MPLX LP | COM UNIT REP LTD | 55336V100 | 6,188,111 | 182,325 | SH | SOLE | N/A | 182,325 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 431,480,400 | 1,020,000 | SH | SOLE | N/A | 1,020,000 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 51,855,000 | 750,000 | SH | SOLE | N/A | 750,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 220,224,000 | 1,850,000 | SH | SOLE | N/A | 1,850,000 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 28,848,000 | 4,800,000 | SH | SOLE | N/A | 4,800,000 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 63,134,450 | 145,000 | SH | SOLE | N/A | 145,000 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 179,133,000 | 1,775,000 | SH | SOLE | N/A | 1,775,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 308,665,500 | 7,150,000 | SH | SOLE | N/A | 7,150,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 96,128,000 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 |