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
ALCOA CORP COM 013872106   8,610,461 216,452 SH   SOLE   216,452 0 0
ALPHABET INC CAP STK CL C 02079K107   50,440,500 275,000 SH   SOLE   275,000 0 0
AMAZON COM INC COM 023135106   125,612,500 650,000 SH   SOLE   650,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   94,096,676 1,267,466 SH   SOLE   1,267,466 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   88,552,500 750,000 SH   SOLE   750,000 0 0
APTIV PLC SHS G6095L109   60,539,511 859,692 SH   SOLE   859,692 0 0
ASTRONICS CORP COM 046433108   10,931,453 545,754 SH   SOLE   545,754 0 0
AT&T INC COM 00206R102   57,330,000 3,000,000 SH   SOLE   3,000,000 0 0
ATI INC COM 01741R102   49,413,602 891,138 SH   SOLE   891,138 0 0
AZUL S A SPONSR ADR PFD 05501U106   4,000,000 1,000,000 SH   SOLE   1,000,000 0 0
BANC OF CALIFORNIA INC COM 05990K106   16,422,300 1,285,000 SH   SOLE   1,285,000 0 0
BARCLAYS PLC ADR 06738E204   737,501 68,861 SH   SOLE   68,861 0 0
BOSTON SCIENTIFIC CORP COM 101137107   42,355,500 550,000 SH   SOLE   550,000 0 0
CARVANA CO CL A 146869102   63,767,116 495,394 SH   SOLE   495,394 0 0
CIPHER MINING INC COM 17253J106   1,189,614 286,654 SH   SOLE   286,654 0 0
CLEANSPARK INC COM NEW 18452B209   1,148,033 71,977 SH   SOLE   71,977 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   40,454,386 716,768 SH   SOLE   716,768 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   12,815,560 57,668 SH   SOLE   57,668 0 0
COREBRIDGE FINL INC COM 21871X109   33,779,200 1,160,000 SH   SOLE   1,160,000 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   6,046,650 135,000 SH   SOLE   135,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   22,534,000 475,000 SH   SOLE   475,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   26,194,441 1,912,003 SH   SOLE   1,912,003 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   67,824,000 900,000 SH   SOLE   900,000 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   1,490,861 28,419 SH   SOLE   28,419 0 0
FIRST SOLAR INC COM 336433107   28,625,078 126,963 SH   SOLE   126,963 0 0
FREEPORT-MCMORAN INC CL B 35671D857   28,174,392 579,720 SH   SOLE   579,720 0 0
GE AEROSPACE COM NEW 369604301   34,973,400 220,000 SH   SOLE   220,000 0 0
GOGORO INC *W EXP 99/99/999 G9491K105   2,079,000 1,350,000 SH   SOLE   1,350,000 0 0
HOWMET AEROSPACE INC COM 443201108   12,110,280 156,000 SH   SOLE   156,000 0 0
IMMUNOVANT INC COM 45258J102   6,600,000 250,000 SH   SOLE   250,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   104,872,113 766,105 SH   SOLE   766,105 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   967,104 2,174 SH   SOLE   2,174 0 0
INVESCO QQQ TR PUT 46090E103   26,054,145 58,500 SH   SOLE   58,500 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   6,864,950 155,000 SH   SOLE   155,000 0 0
MASIMO CORP COM 574795100   12,594,000 100,000 SH   SOLE   100,000 0 0
META PLATFORMS INC CL A 30303M102   81,946,339 162,521 SH   SOLE   162,521 0 0
MICROSOFT CORP COM 594918104   55,868,750 125,000 SH   SOLE   125,000 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,281,056 930 SH   SOLE   930 0 0
NCINO INC COM 63947X101   40,885,000 1,300,000 SH   SOLE   1,300,000 0 0
NCR VOYIX CORPORATION COM 62886E108   25,445,940 2,060,400 SH   SOLE   2,060,400 0 0
NEXTERA ENERGY INC COM 65339F101   72,199,929 1,019,629 SH   SOLE   1,019,629 0 0
NOVO-NORDISK A S ADR 670100205   20,697,300 145,000 SH   SOLE   145,000 0 0
NUTANIX INC CL A 67059N108   4,857,548 85,445 SH   SOLE   85,445 0 0
NVIDIA CORPORATION COM 67066G104   18,531,000 150,000 SH   SOLE   150,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   16,638,750 2,125,000 SH   SOLE   2,125,000 0 0
PINTEREST INC CL A 72352L106   44,979,825 1,020,645 SH   SOLE   1,020,645 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   6,952,000 400,000 SH   SOLE   400,000 0 0
PROGRESSIVE CORP COM 743315103   63,559,260 306,000 SH   SOLE   306,000 0 0
RIOT PLATFORMS INC COM 767292105   1,200,704 131,368 SH   SOLE   131,368 0 0
SHELL PLC SPON ADS 780259305   37,273,752 516,400 SH   SOLE   516,400 0 0
SHIFT4 PMTS INC CL A 82452J109   41,240,011 562,236 SH   SOLE   562,236 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   20,878,200 630,000 SH   SOLE   630,000 0 0
SONDER HOLDINGS INC *W EXP 01/18/202 83542D102   694,500 150,000 SH   SOLE   150,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,231,374 10,378 SH   SOLE   10,378 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   7,522,464 228,855 SH   SOLE   228,855 0 0
SUNRUN INC COM 86771W105   11,860,000 1,000,000 SH   SOLE   1,000,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,570,895 9,038 SH   SOLE   9,038 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   39,550,436 254,360 SH   SOLE   254,360 0 0
TECK RESOURCES LTD CL B 878742204   23,022,608 480,639 SH   SOLE   480,639 0 0
TEMPUR SEALY INTL INC COM 88023U101   21,796,614 460,427 SH   SOLE   460,427 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   44,240,000 80,000 SH   SOLE   80,000 0 0
TIDEWATER INC NEW COM 88642R109   22,490,601 236,221 SH   SOLE   236,221 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   1,653,380 309,043 SH   SOLE   309,043 0 0
UBER TECHNOLOGIES INC COM 90353T100   908,355 12,498 SH   SOLE   12,498 0 0
UBS GROUP AG SHS H42097107   213,397 7,224 SH   SOLE   7,224 0 0
UNITED AIRLS HLDGS INC COM 910047109   50,170,942 1,031,051 SH   SOLE   1,031,051 0 0
UNITED AIRLS HLDGS INC CALL 910047109   729,900 15,000 SH   SOLE   15,000 0 0
VALERO ENERGY CORP COM 91913Y100   4,702,800 30,000 SH   SOLE   30,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   63,127,264 1,530,729 SH   SOLE   1,530,729 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   25,520,405 294,795 SH   SOLE   294,795 0 0
VISTRA CORP COM 92840M102   23,644,500 275,000 SH   SOLE   275,000 0 0