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
AIR PRODS & CHEMS INC COM 009158106   53,872,741 182,669 SH   SOLE   182,669 0 0
AMAZON COM INC COM 023135106   53,748,450 282,500 SH   SOLE   282,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   41,799,976 305,243 SH   SOLE   305,243 0 0
ASTRONICS CORP COM 046433108   17,133,702 708,883 SH   SOLE   708,883 0 0
ATI INC COM 01741R102   63,086,375 1,212,500 SH   SOLE   1,212,500 0 0
BARCLAYS PLC ADR 06738E204   1,093,908 71,218 SH   SOLE   71,218 0 0
BROADCOM INC COM 11135F101   29,758,506 177,737 SH   SOLE   177,737 0 0
CAPITAL ONE FINL CORP COM 14040H105   27,638,019 154,144 SH   SOLE   154,144 0 0
CARVANA CO CL A 146869102   85,917,244 410,930 SH   SOLE   410,930 0 0
CENTURY ALUM CO COM 156431108   1,280,473 68,991 SH   SOLE   68,991 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   38,163,124 103,555 SH   SOLE   103,555 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   35,956,721 586,474 SH   SOLE   586,474 0 0
COMCAST CORP NEW CL A 20030N101   55,350,000 1,500,000 SH   SOLE   1,500,000 0 0
DANAHER CORPORATION COM 235851102   41,000,000 200,000 SH   SOLE   200,000 0 0
ELI LILLY & CO COM 532457108   34,996,284 42,373 SH   SOLE   42,373 0 0
EQT CORP COM 26884L109   55,032,900 1,030,000 SH   SOLE   1,030,000 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   6,984,041 97,041 SH   SOLE   97,041 0 0
FISERV INC COM 337738108   38,645,250 175,000 SH   SOLE   175,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   56,781,050 256,290 SH   SOLE   256,290 0 0
FREEPORT-MCMORAN INC CL B 35671D857   59,272,442 1,565,569 SH   SOLE   1,565,569 0 0
GE AEROSPACE COM NEW 369604301   18,013,500 90,000 SH   SOLE   90,000 0 0
GOGORO INC *W EXP 99/99/999 G9491K105   364,635 1,350,000 SH   SOLE   1,350,000 0 0
HOWMET AEROSPACE INC COM 443201108   34,054,125 262,500 SH   SOLE   262,500 0 0
HYATT HOTELS CORP COM CL A 448579102   24,500,000 200,000 SH   SOLE   200,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,207,500 7,000 SH   SOLE   7,000 0 0
ISHARES BITCOIN TRUST ETF CALL 46438F101   59,214,650 1,265,000 SH   SOLE   1,265,000 0 0
META PLATFORMS INC CL A 30303M102   59,065,373 102,480 SH   SOLE   102,480 0 0
MICROSOFT CORP COM 594918104   65,693,250 175,000 SH   SOLE   175,000 0 0
NCINO INC COM 63947X101   25,608,523 932,236 SH   SOLE   932,236 0 0
NEXTERA ENERGY INC COM 65339F101   30,128,250 425,000 SH   SOLE   425,000 0 0
NUTANIX INC CL A 67059N108   53,884,594 771,875 SH   SOLE   771,875 0 0
NVIDIA CORPORATION COM 67066G104   38,745,850 357,500 SH   SOLE   357,500 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   945,786 11,206 SH   SOLE   11,206 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107   23,664,500 2,350,000 SH   SOLE   2,350,000 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   78,141,811 2,201,798 SH   SOLE   2,201,798 0 0
ROBINHOOD MKTS INC COM CL A 770700102   62,214,367 1,494,819 SH   SOLE   1,494,819 0 0
SHIFT4 PMTS INC CL A 82452J109   55,426,671 678,334 SH   SOLE   678,334 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   459,579 7,675 SH   SOLE   7,675 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   148,455 215,210 SH   SOLE   215,210 0 0
SONDER HOLDINGS INC *W EXP 01/18/202 83542D102   300,000 150,000 SH   SOLE   150,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   5,952,684 20,659 SH   SOLE   20,659 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   85,370,333 1,022,032 SH   SOLE   1,022,032 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   34,700,308 209,038 SH   SOLE   209,038 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   351,289 1,695 SH   SOLE   1,695 0 0
TECK RESOURCES LTD CL B 878742204   1,097,017 30,113 SH   SOLE   30,113 0 0
TERAWULF INC COM 88080T104   363,893 133,294 SH   SOLE   133,294 0 0
UNITED AIRLS HLDGS INC COM 910047109   219,128,173 3,173,471 SH   SOLE   3,173,471 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,646,810 22,809 SH   SOLE   22,809 0 0
VISTRA CORP COM 92840M102   48,364,728 411,825 SH   SOLE   411,825 0 0
WELLS FARGO CO NEW COM 949746101   35,895,000 500,000 SH   SOLE   500,000 0 0
WOODWARD INC COM 980745103   22,355,025 122,500 SH   SOLE   122,500 0 0