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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101 89,892 206,500 SH   SOLE N/A 206,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 727,988 3,375,000 SH   SOLE N/A 3,375,000 0 0
ALPHABET INC CAP STK CL C 02079K107 472,146 334,000 SH   SOLE N/A 334,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 27,592 1,118,000 SH   SOLE N/A 1,118,000 0 0
ALTRIA GROUP INC COM 02209S103 60,838 1,550,000 SH   SOLE N/A 1,550,000 0 0
AMAZON COM INC COM 023135106 620,735 225,000 SH   SOLE N/A 225,000 0 0
AT&T INC COM 00206R102 274,404 9,077,200 SH   SOLE N/A 9,077,200 0 0
BOSTON SCIENTIFIC CORP COM 101137107 33,355 950,000 SH   SOLE N/A 950,000 0 0
BROADCOM INC COM 11135F101 63,122 200,000 SH   SOLE N/A 200,000 0 0
DISNEY WALT CO COM DISNEY 254687106 133,812 1,200,000 SH   SOLE N/A 1,200,000 0 0
EMERSON ELEC CO COM 291011104 86,842 1,400,000 SH   SOLE N/A 1,400,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 2,170 463,670 SH   SOLE N/A 463,670 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 107,655 15,120,103 SH   SOLE N/A 15,120,103 0 0
FACEBOOK INC CL A 30303M102 507,047 2,233,000 SH   SOLE N/A 2,233,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 44,725 5,000,000 SH   SOLE N/A 5,000,000 0 0
HCA HEALTHCARE INC COM 40412C101 101,913 1,050,000 SH   SOLE N/A 1,050,000 0 0
HUMANA INC COM 444859102 5,429 14,000 SH   SOLE N/A 14,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 161,157 545,000 SH   SOLE N/A 545,000 0 0
MICRON TECHNOLOGY INC COM 595112103 481,712 9,350,000 SH   SOLE N/A 9,350,000 0 0
MICROSOFT CORP COM 594918104 56,474 277,500 SH   SOLE N/A 277,500 0 0
NETFLIX INC COM 64110L106 104,659 230,000 SH   SOLE N/A 230,000 0 0
PAYPAL HLDGS INC COM 70450Y103 151,580 870,000 SH   SOLE N/A 870,000 0 0
PG&E CORP COM 69331C108 79,330 8,943,659 SH   SOLE N/A 8,943,659 0 0
QUALCOMM INC COM 747525103 47,019 515,500 SH   SOLE N/A 515,500 0 0
SALESFORCE COM INC COM 79466L302 93,665 500,000 SH   SOLE N/A 500,000 0 0
SQUARE INC CL A 852234103 42,374 403,793 SH   SOLE N/A 403,793 0 0
SYSCO CORP COM 871829107 102,488 1,875,000 SH   SOLE N/A 1,875,000 0 0
TENNECO INC CL A VTG COM STK 880349105 8,316 1,100,000 SH   SOLE N/A 1,100,000 0 0
TESLA INC COM 88160R101 7,559 7,000 SH   SOLE N/A 7,000 0 0
T-MOBILE US INC COM 872590104 614,485 5,900,000 SH   SOLE N/A 5,900,000 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 260 1,550,000 SH   SOLE N/A 1,550,000 0 0
TWITTER INC COM 90184L102 165,335 5,550,000 SH   SOLE N/A 5,550,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 39,818 135,000 SH   SOLE N/A 135,000 0 0
VISA INC COM CL A 92826C839 162,263 840,000 SH   SOLE N/A 840,000 0 0
VISTRA ENERGY CORP COM 92840M102 20,854 1,120,000 SH   SOLE N/A 1,120,000 0 0
WELLS FARGO CO NEW COM 949746101 48,640 1,900,000 SH   SOLE N/A 1,900,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 10,797 1,075,428 SH   SOLE N/A 1,075,428 0 0