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 |
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 |