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 |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 296,294,100 | 2,010,000 | SH | SOLE | N/A | 2,010,000 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 337,168,500 | 4,350,000 | SH | SOLE | N/A | 4,350,000 | 0 | 0 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 324,139,000 | 2,300,000 | SH | SOLE | N/A | 2,300,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 600,163,000 | 3,950,000 | SH | SOLE | N/A | 3,950,000 | 0 | 0 | |
ANTERO RESOURCES CORP | COM | 03674X106 | 45,360,000 | 2,000,000 | SH | SOLE | N/A | 2,000,000 | 0 | 0 | |
ARK ETF TR | INNOVATION ETF | 00214Q104 | 133,543,500 | 2,550,000 | SH | Call | SOLE | N/A | 2,550,000 | 0 | 0 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 60,553,600 | 80,000 | SH | SOLE | N/A | 80,000 | 0 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 74,431,250 | 625,000 | SH | SOLE | N/A | 625,000 | 0 | 0 | |
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 105,480,000 | 2,250,000 | SH | SOLE | N/A | 2,250,000 | 0 | 0 | |
CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167172 | 16,165,000 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | |
CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167180 | 8,961,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | |
CHESAPEAKE ENERGY CORP | COM | 165167735 | 15,618,820 | 203,000 | SH | SOLE | N/A | 203,000 | 0 | 0 | |
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 134,989,889 | 9,781,876 | SH | SOLE | N/A | 9,781,876 | 0 | 0 | |
EQT CORP | COM | 26884L109 | 79,639,600 | 2,060,000 | SH | SOLE | N/A | 2,060,000 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 164,430,500 | 650,000 | SH | SOLE | N/A | 650,000 | 0 | 0 | |
FMC CORP | COM NEW | 302491303 | 20,491,250 | 325,000 | SH | SOLE | N/A | 325,000 | 0 | 0 | |
GENERAL MTRS CO | COM | 37045V100 | 9,518,800 | 265,000 | SH | SOLE | N/A | 265,000 | 0 | 0 | |
HCA HEALTHCARE INC | COM | 40412C101 | 31,723,155 | 117,198 | SH | SOLE | N/A | 117,198 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 231,150,000 | 4,600,000 | SH | SOLE | N/A | 4,600,000 | 0 | 0 | |
KE HLDGS INC | SPONSORED ADS | 482497104 | 27,638,050 | 1,705,000 | SH | SOLE | N/A | 1,705,000 | 0 | 0 | |
LAM RESEARCH CORP | COM | 512807108 | 92,424,680 | 118,000 | SH | SOLE | N/A | 118,000 | 0 | 0 | |
MACYS INC | COM | 55616P104 | 89,534,000 | 4,450,000 | SH | SOLE | N/A | 4,450,000 | 0 | 0 | |
MASCO CORP | COM | 574599106 | 8,707,400 | 130,000 | SH | SOLE | N/A | 130,000 | 0 | 0 | |
META PLATFORMS INC | CL A | 30303M102 | 654,826,000 | 1,850,000 | SH | SOLE | N/A | 1,850,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 103,688,100 | 1,215,000 | SH | SOLE | N/A | 1,215,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 639,268,000 | 1,700,000 | SH | SOLE | N/A | 1,700,000 | 0 | 0 | |
MOHAWK INDS INC | COM | 608190104 | 9,832,500 | 95,000 | SH | SOLE | N/A | 95,000 | 0 | 0 | |
MPLX LP | COM UNIT REP LTD | 55336V100 | 24,235,200 | 660,000 | SH | SOLE | N/A | 660,000 | 0 | 0 | |
NORFOLK SOUTHN CORP | COM | 655844108 | 10,637,100 | 45,000 | SH | SOLE | N/A | 45,000 | 0 | 0 | |
NVIDIA CORPORATION | COM | 67066G104 | 391,223,800 | 790,000 | SH | SOLE | N/A | 790,000 | 0 | 0 | |
ORACLE CORP | COM | 68389X105 | 139,694,750 | 1,325,000 | SH | SOLE | N/A | 1,325,000 | 0 | 0 | |
OWENS CORNING NEW | COM | 690742101 | 3,705,750 | 25,000 | SH | SOLE | N/A | 25,000 | 0 | 0 | |
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 113,390,250 | 775,000 | SH | SOLE | N/A | 775,000 | 0 | 0 | |
QUALCOMM INC | COM | 747525103 | 144,630,000 | 1,000,000 | SH | SOLE | N/A | 1,000,000 | 0 | 0 | |
SOUTHWESTERN ENERGY CO | COM | 845467109 | 31,440,000 | 4,800,000 | SH | SOLE | N/A | 4,800,000 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 52,000,000 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 369,420,000 | 6,000,000 | SH | SOLE | N/A | 6,000,000 | 0 | 0 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 78,615,000 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 105,294,000 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | |
WHIRLPOOL CORP | COM | 963320106 | 10,959,300 | 90,000 | SH | SOLE | N/A | 90,000 | 0 | 0 |