The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 SYSTEMS INCORPORATED | COM | 00724F101 | 100,024 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 442,187 | 1,900,000 | SH | SOLE | N/A | 1,900,000 | 0 | 0 | |
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 33,345 | 450,000 | SH | SOLE | N/A | 450,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 445,853 | 254,500 | SH | SOLE | N/A | 254,500 | 0 | 0 | |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | 54,528 | 2,125,000 | SH | SOLE | N/A | 2,125,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 643,895 | 197,700 | SH | SOLE | N/A | 197,700 | 0 | 0 | |
| CARMAX INC | COM | 143130102 | 70,845 | 750,000 | SH | SOLE | N/A | 750,000 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 134,979 | 745,000 | SH | SOLE | N/A | 745,000 | 0 | 0 | |
| DRAGONEER GROWTH OPPTY CORP | SHS CL A | G28314105 | 8,790 | 750,000 | SH | SOLE | N/A | 750,000 | 0 | 0 | |
| EMERSON ELEC CO | COM | 291011104 | 78,361 | 975,000 | SH | SOLE | N/A | 975,000 | 0 | 0 | |
| ENABLE MIDSTREAM PARTNERS LP | COM UNIT RP IN | 292480100 | 1,615 | 307,116 | SH | SOLE | N/A | 307,116 | 0 | 0 | |
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 148,729 | 24,066,259 | SH | SOLE | N/A | 24,066,259 | 0 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 67,640 | 3,452,759 | SH | SOLE | N/A | 3,452,759 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 27,861 | 2,192,085 | SH | SOLE | N/A | 2,192,085 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 549,325 | 2,011,000 | SH | SOLE | N/A | 2,011,000 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 24,329 | 935,000 | SH | SOLE | N/A | 935,000 | 0 | 0 | |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 48,597 | 4,454,332 | SH | SOLE | N/A | 4,454,332 | 0 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | 164,460 | 1,000,000 | SH | SOLE | N/A | 1,000,000 | 0 | 0 | |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 43,025 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 8,065 | 590,000 | SH | SOLE | N/A | 590,000 | 0 | 0 | |
| KOHLS CORP | COM | 500255104 | 70,190 | 1,725,000 | SH | SOLE | N/A | 1,725,000 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 72,000 | 6,400,000 | SH | SOLE | N/A | 6,400,000 | 0 | 0 | |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 11,912 | 280,690 | SH | SOLE | N/A | 280,690 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 143,668 | 402,500 | SH | SOLE | N/A | 402,500 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 601,440 | 8,000,000 | SH | SOLE | N/A | 8,000,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 122,331 | 550,000 | SH | SOLE | N/A | 550,000 | 0 | 0 | |
| MPLX LP | COM UNIT REP LTD | 55336V100 | 23,686 | 1,094,022 | SH | SOLE | N/A | 1,094,022 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 68,673 | 127,000 | SH | SOLE | N/A | 127,000 | 0 | 0 | |
| OCCIDENTAL PETE CORP | COM | 674599105 | 140,220 | 8,100,540 | SH | SOLE | N/A | 8,100,540 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 122,955 | 525,000 | SH | SOLE | N/A | 525,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 527,934 | 42,370,317 | SH | SOLE | N/A | 42,370,317 | 0 | 0 | |
| PG&E CORP | UNIT 99/99/9999 | 69331C140 | 9,213 | 75,000 | SH | SOLE | N/A | 75,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 91,404 | 600,000 | SH | SOLE | N/A | 600,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 122,392 | 550,000 | SH | SOLE | N/A | 550,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 118,438 | 3,125,000 | SH | SOLE | N/A | 3,125,000 | 0 | 0 | |
| SPDR SER TR | S&P OILGAS EXP | 78468R556 | 54,113 | 925,000 | SH | SOLE | N/A | 925,000 | 0 | 0 | |
| SQUARE INC | CL A | 852234103 | 39,719 | 182,500 | SH | SOLE | N/A | 182,500 | 0 | 0 | |
| SYSCO CORP | COM | 871829107 | 92,825 | 1,250,000 | SH | SOLE | N/A | 1,250,000 | 0 | 0 | |
| TENNECO INC | CL A VTG COM STK | 880349105 | 8,268 | 780,019 | SH | SOLE | N/A | 780,019 | 0 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 661,439 | 4,905,000 | SH | SOLE | N/A | 4,905,000 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 257,213 | 4,750,000 | SH | SOLE | N/A | 4,750,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 70,136 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 135,613 | 620,000 | SH | SOLE | N/A | 620,000 | 0 | 0 | |
| WELLS FARGO CO NEW | COM | 949746101 | 12,072 | 400,000 | SH | SOLE | N/A | 400,000 | 0 | 0 | |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 | 13,618 | 985,376 | SH | SOLE | N/A | 985,376 | 0 | 0 | |