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
ABBVIE INC COM 00287Y109   46,202,000 260,000 SH   SOLE   260,000 0 0
AIR PRODS & CHEMS INC COM 009158106   133,551,238 460,458 SH   SOLE   460,458 0 0
ALPHABET INC CAP STK CL C 02079K107   23,805,000 125,000 SH   SOLE   125,000 0 0
AMAZON COM INC COM 023135106   114,082,800 520,000 SH   SOLE   520,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   61,934,999 375,000 SH   SOLE   375,000 0 0
ASTRONICS CORP COM 046433108   10,515,773 658,883 SH   SOLE   658,883 0 0
AT&T INC COM 00206R102   62,959,050 2,765,000 SH   SOLE   2,765,000 0 0
ATI INC COM 01741R102   39,549,322 718,556 SH   SOLE   718,556 0 0
BARCLAYS PLC ADR 06738E204   1,515,605 114,041 SH   SOLE   114,041 0 0
BOSTON SCIENTIFIC CORP COM 101137107   40,194,000 450,000 SH   SOLE   450,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   98,052,283 549,867 SH   SOLE   549,867 0 0
CARVANA CO CL A 146869102   88,263,121 434,024 SH   SOLE   434,024 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   48,944,814 142,792 SH   SOLE   142,792 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   914,751 15,170 SH   SOLE   15,170 0 0
CIPHER MINING INC COM 17253J106   1,039,569 224,045 SH   SOLE   224,045 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   44,981,135 583,640 SH   SOLE   583,640 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   14,318,964 57,668 SH   SOLE   57,668 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   19,031,765 1,354,574 SH   SOLE   1,354,574 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   64,959,152 1,073,705 SH   SOLE   1,073,705 0 0
DELTA AIR LINES INC DEL CALL 247361702   37,673,350 622,700 SH   SOLE   622,700 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   2,032,227 180,162 SH   SOLE   180,162 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   36,274,700 490,000 SH   SOLE   490,000 0 0
ELI LILLY & CO COM 532457108   65,697,972 85,101 SH   SOLE   85,101 0 0
EQT CORP COM 26884L109   45,200,849 980,283 SH   SOLE   980,283 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   20,192,500 250,000 SH   SOLE   250,000 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   3,793,633 46,502 SH   SOLE   46,502 0 0
FIRST SOLAR INC COM 336433107   25,288,678 143,490 SH   SOLE   143,490 0 0
FISERV INC COM 337738108   51,355,000 250,000 SH   SOLE   250,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   55,464,404 214,604 SH   SOLE   214,604 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,271,986 33,403 SH   SOLE   33,403 0 0
GE AEROSPACE COM NEW 369604301   47,028,609 281,963 SH   SOLE   281,963 0 0
GOGORO INC *W EXP 99/99/999 G9491K105   674,595 1,350,000 SH   SOLE   1,350,000 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109   666,180 9,000 SH   SOLE   9,000 0 0
HOWMET AEROSPACE INC COM 443201108   21,874,000 200,000 SH   SOLE   200,000 0 0
INSMED INC COM PAR $.01 457669307   8,284,800 120,000 SH   SOLE   120,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   61,775,672 414,574 SH   SOLE   414,574 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,134,741 2,174 SH   SOLE   2,174 0 0
INVESCO QQQ TR CALL 46090E103   679,935,900 1,330,000 SH   SOLE   1,330,000 0 0
META PLATFORMS INC CL A 30303M102   55,749,920 95,216 SH   SOLE   95,216 0 0
MICROSOFT CORP COM 594918104   65,332,500 155,000 SH   SOLE   155,000 0 0
MICROSTRATEGY INC CL A NEW 594972408   2,693,466 9,300 SH   SOLE   9,300 0 0
NCINO INC COM 63947X101   42,871,116 1,276,686 SH   SOLE   1,276,686 0 0
NEXTERA ENERGY INC COM 65339F101   31,875,453 444,629 SH   SOLE   444,629 0 0
NOVO-NORDISK A S ADR 670100205   7,741,800 90,000 SH   SOLE   90,000 0 0
NUTANIX INC CL A 67059N108   52,438,173 857,113 SH   SOLE   857,113 0 0
NVIDIA CORPORATION COM 67066G104   44,315,700 330,000 SH   SOLE   330,000 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   26,187,728 2,049,118 SH   SOLE   2,049,118 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   44,108,949 1,433,505 SH   SOLE   1,433,505 0 0
PROGRESSIVE CORP COM 743315103   64,773,771 270,330 SH   SOLE   270,330 0 0
ROBINHOOD MKTS INC COM CL A 770700102   66,397,506 1,782,005 SH   SOLE   1,782,005 0 0
SHELL PLC SPON ADS 780259305   697,232 11,129 SH   SOLE   11,129 0 0
SHIFT4 PMTS INC CL A 82452J109   53,172,825 512,361 SH   SOLE   512,361 0 0
SNAP INC CALL 83304A106   16,155,000 1,500,000 SH   SOLE   1,500,000 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   201,425 215,210 SH   SOLE   215,210 0 0
SONDER HOLDINGS INC *W EXP 01/18/202 83542D102   477,000 150,000 SH   SOLE   150,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   5,159,790 21,310 SH   SOLE   21,310 0 0
SPIRIT AEROSYSTEMS INC NOTE 3.250%11/0 85205TAQ3   124,301 92,000 SH   SOLE   92,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   115,123,082 1,519,175 SH   SOLE   1,519,175 0 0
SYNCHRONY FINANCIAL COM 87165B103   24,700,000 380,000 SH   SOLE   380,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,784,915 9,038 SH   SOLE   9,038 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   30,751,484 167,055 SH   SOLE   167,055 0 0
TECK RESOURCES LTD CL B 878742204   35,301,144 870,988 SH   SOLE   870,988 0 0
TERAWULF INC COM 88080T104   24,370,743 4,305,785 SH   SOLE   4,305,785 0 0
UNITED AIRLS HLDGS INC COM 910047109   316,648,052 3,261,051 SH   SOLE   3,261,051 0 0
UNITEDHEALTH GROUP INC COM 91324P102   37,939,500 75,000 SH   SOLE   75,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   65,583,600 1,640,000 SH   SOLE   1,640,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   28,545,423 251,258 SH   SOLE   251,258 0 0
VISTRA CORP COM 92840M102   21,643,384 156,984 SH   SOLE   156,984 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   44,024,050 4,165,000 SH   SOLE   4,165,000 0 0