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
Estimated average burden
hours per response: 23.8
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 68,929 145,000 SH   SOLE N/A 145,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 258,472 1,140,000 SH   SOLE N/A 1,140,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 51,842 462,500 SH   SOLE N/A 462,500 0 0
ALPHABET INC CAP STK CL C 02079K107 477,854 231,000 SH   SOLE N/A 231,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 60,202 1,973,843 SH   SOLE N/A 1,973,843 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 15,570 1,500,000 SH   SOLE N/A 1,500,000 0 0
AMAZON COM INC COM 023135106 575,499 186,000 SH   SOLE N/A 186,000 0 0
ANTERO RESOURCES CORP COM 03674X106 30,192 2,960,000 SH   SOLE N/A 2,960,000 0 0
APA CORPORATION COM 03743Q108 26,940 1,505,000 SH   SOLE N/A 1,505,000 0 0
BAIDU INC SPON ADR REP A 056752108 9,790 45,000 SH   SOLE N/A 45,000 0 0
BP PLC SPONSORED ADR 055622104 23,741 975,000 SH   SOLE N/A 975,000 0 0
CARMAX INC COM 143130102 86,799 654,300 SH   SOLE N/A 654,300 0 0
CC NEUBERGER PRINCIPAL HOLDN UNIT 99/99/9999 G1992N118 12,488 1,250,000 SH   SOLE N/A 1,250,000 0 0
CHESAPEAKE ENERGY CORP *W EXP 03/01/202 165167180 6,486 386,087 SH   SOLE N/A 386,087 0 0
CHESAPEAKE ENERGY CORP *W EXP 99/99/999 165167164 12,897 625,461 SH   SOLE N/A 625,461 0 0
CHESAPEAKE ENERGY CORP *W EXP 99/99/999 165167172 13,718 694,957 SH   SOLE N/A 694,957 0 0
CHESAPEAKE ENERGY CORP COM 165167735 161,788 3,728,685 SH   SOLE N/A 3,728,685 0 0
D R HORTON INC COM 23331A109 103,825 1,165,000 SH   SOLE N/A 1,165,000 0 0
DISCOVERY INC COM SER A 25470F104 20,644 475,000 SH   SOLE N/A 475,000 0 0
DISNEY WALT CO COM 254687106 63,659 345,000 SH   SOLE N/A 345,000 0 0
DRAGONEER GROWTH OPPTY CORP SHS CL A G28314105 7,710 750,000 SH   SOLE N/A 750,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 24,900 2,500,000 SH   SOLE N/A 2,500,000 0 0
EMERSON ELEC CO COM 291011104 81,739 906,000 SH   SOLE N/A 906,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 175,260 22,820,328 SH   SOLE N/A 22,820,328 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 71,253 3,235,841 SH   SOLE N/A 3,235,841 0 0
EQT CORP COM 26884L109 37,756 2,032,085 SH   SOLE N/A 2,032,085 0 0
FACEBOOK INC CL A 30303M102 536,045 1,820,000 SH   SOLE N/A 1,820,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 49,395 1,500,000 SH   SOLE N/A 1,500,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 81,241 4,623,867 SH   SOLE N/A 4,623,867 0 0
HCA HEALTHCARE INC COM 40412C101 178,923 950,000 SH   SOLE N/A 950,000 0 0
HENNESSY CAPITAL INVS CORP V UNIT 01/15/2025 42589T206 7,590 750,000 SH   SOLE N/A 750,000 0 0
IQIYI INC SPONSORED ADS 46267X108 27,339 1,644,934 SH   SOLE N/A 1,644,934 0 0
ISHARES INC MSCI STH KOR ETF 464286772 41,486 462,500 SH   SOLE N/A 462,500 0 0
KOHLS CORP COM 500255104 94,631 1,587,500 SH   SOLE N/A 1,587,500 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 10,710 1,000,000 SH   SOLE N/A 1,000,000 0 0
MACYS INC COM 55616P104 85,362 5,272,500 SH   SOLE N/A 5,272,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 74,771 210,000 SH   SOLE N/A 210,000 0 0
MICRON TECHNOLOGY INC COM 595112103 641,728 7,275,000 SH   SOLE N/A 7,275,000 0 0
MICROSOFT CORP COM 594918104 108,454 460,000 SH   SOLE N/A 460,000 0 0
MOSAIC CO NEW COM 61945C103 33,981 1,075,000 SH   SOLE N/A 1,075,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 24,118 941,021 SH   SOLE N/A 941,021 0 0
NETFLIX INC COM 64110L106 56,078 107,500 SH   SOLE N/A 107,500 0 0
OCCIDENTAL PETE CORP COM 674599105 223,475 8,395,000 SH   SOLE N/A 8,395,000 0 0
PAYPAL HLDGS INC COM 70450Y103 42,497 175,000 SH   SOLE N/A 175,000 0 0
PAYSAFE LIMITED ORD G6964L107 135,000 10,000,000 SH   SOLE N/A 10,000,000 0 0
PG&E CORP COM 69331C108 334,914 28,600,657 SH   SOLE N/A 28,600,657 0 0
PG&E CORP UNIT 99/99/9999 69331C140 8,558 75,000 SH   SOLE N/A 75,000 0 0
QUALCOMM INC COM 747525103 99,443 750,000 SH   SOLE N/A 750,000 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 10,773 292,500 SH   SOLE N/A 292,500 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 11,469 292,500 SH   SOLE N/A 292,500 0 0
SALESFORCE COM INC COM 79466L302 81,570 385,000 SH   SOLE N/A 385,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 212,062 4,322,500 SH   SOLE N/A 4,322,500 0 0
SHOPIFY INC CL A 82509L107 4,149 3,750 SH   SOLE N/A 3,750 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 111,232 1,367,500 SH   SOLE N/A 1,367,500 0 0
SVF INVESTMENT CORP UNIT 12/20/2025 G8601L110 7,920 750,000 SH   SOLE N/A 750,000 0 0
SYSCO CORP COM 871829107 91,142 1,157,500 SH   SOLE N/A 1,157,500 0 0
T-MOBILE US INC COM 872590104 524,965 4,190,000 SH   SOLE N/A 4,190,000 0 0
TWITTER INC COM 90184L102 168,620 2,650,000 SH   SOLE N/A 2,650,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 103,249 277,500 SH   SOLE N/A 277,500 0 0
VIACOMCBS INC CL B 92556H206 155,370 3,445,000 SH   SOLE N/A 3,445,000 0 0
VISA INC COM CL A 92826C839 87,868 415,000 SH   SOLE N/A 415,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 17,418 936,962 SH   SOLE N/A 936,962 0 0