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 |
| ADOBE INC | COM | 00724F101 | 176,610,000 | 350,000 | SH | SOLE | N/A | 350,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 294,198,700 | 1,630,000 | SH | SOLE | N/A | 1,630,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 814,050,000 | 11,250,000 | SH | SOLE | N/A | 11,250,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 315,939,500 | 2,075,000 | SH | SOLE | N/A | 2,075,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 690,494,640 | 3,828,000 | SH | SOLE | N/A | 3,828,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 58,000,000 | 2,000,000 | SH | SOLE | N/A | 2,000,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 77,637,600 | 80,000 | SH | SOLE | N/A | 80,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 189,504,000 | 1,800,000 | SH | SOLE | N/A | 1,800,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 43,422,750 | 225,000 | SH | SOLE | N/A | 225,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 100,602,000 | 2,300,000 | SH | SOLE | N/A | 2,300,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167172 | 20,352,500 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167180 | 10,800,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 18,032,490 | 203,000 | SH | SOLE | N/A | 203,000 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 135,976,852 | 8,644,428 | SH | SOLE | N/A | 8,644,428 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 76,364,200 | 2,060,000 | SH | SOLE | N/A | 2,060,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 173,844,000 | 600,000 | SH | SOLE | N/A | 600,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 165,637,500 | 3,750,000 | SH | SOLE | N/A | 3,750,000 | 0 | 0 | ||
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 153,446,250 | 6,375,000 | SH | SOLE | N/A | 6,375,000 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 99,969,748 | 3,649,863 | SH | SOLE | N/A | 3,649,863 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 23,409,650 | 1,705,000 | SH | SOLE | N/A | 1,705,000 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 91,218,750 | 3,475,000 | SH | SOLE | N/A | 3,475,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 111,730,550 | 115,000 | SH | SOLE | N/A | 115,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 9,048,408 | 467,618 | SH | SOLE | N/A | 467,618 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 27,986,000 | 1,400,000 | SH | SOLE | N/A | 1,400,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 545,063,550 | 1,122,500 | SH | SOLE | N/A | 1,122,500 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 143,236,350 | 1,215,000 | SH | SOLE | N/A | 1,215,000 | 0 | 0 | ||
| MICROSOFT COR | COM | 594918104 | 63,108,000 | 150,000 | SH | Put | SOLE | N/A | 150,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 589,008,000 | 1,400,000 | SH | SOLE | N/A | 1,400,000 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 27,429,600 | 660,000 | SH | SOLE | N/A | 660,000 | 0 | 0 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 11,469,150 | 45,000 | SH | SOLE | N/A | 45,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 399,373,520 | 442,000 | SH | SOLE | N/A | 442,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 288,903,000 | 2,300,000 | SH | SOLE | N/A | 2,300,000 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 244,125,000 | 2,100,000 | SH | SOLE | N/A | 2,100,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 167,607,000 | 990,000 | SH | SOLE | N/A | 990,000 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 36,384,000 | 4,800,000 | SH | SOLE | N/A | 4,800,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 68,025,000 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 104,706,400 | 1,360,000 | SH | SOLE | N/A | 1,360,000 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 89,178,000 | 600,000 | SH | SOLE | N/A | 600,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 98,940,000 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | ||