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
ADVANCED MICRO DEVICES INC COM 007903107   233,915,500 2,275,000 SH   SOLE N/A 2,275,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   312,264,000 3,600,000 SH   SOLE N/A 3,600,000 0 0
ALPHABET INC CAP STK CL C 02079K107   362,587,500 2,750,000 SH   SOLE N/A 2,750,000 0 0
AMAZON COM INC COM 023135106   476,700,000 3,750,000 SH   SOLE N/A 3,750,000 0 0
ANTERO RESOURCES CORP COM 03674X106   49,744,800 1,960,000 SH   SOLE N/A 1,960,000 0 0
ARISTA NETWORKS INC COM 040413106   45,982,500 250,000 SH   SOLE N/A 250,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   47,092,800 80,000 SH   SOLE N/A 80,000 0 0
BAIDU INC SPON ADR REP A 056752108   89,342,750 665,000 SH   SOLE N/A 665,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   70,683,750 1,525,000 SH   SOLE N/A 1,525,000 0 0
CHESAPEAKE ENERGY CORP *W EXP 02/09/202 165167172   18,440,000 250,000 SH   SOLE N/A 250,000 0 0
CHESAPEAKE ENERGY CORP *W EXP 02/09/202 165167180   10,582,500 150,000 SH   SOLE N/A 150,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   17,504,690 203,000 SH   SOLE N/A 203,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   137,239,720 9,781,876 SH   SOLE N/A 9,781,876 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   13,574,973 495,980 SH   SOLE N/A 495,980 0 0
EQT CORP COM 26884L109   83,594,800 2,060,000 SH   SOLE N/A 2,060,000 0 0
FEDEX CORP COM 31428X106   172,198,000 650,000 SH   SOLE N/A 650,000 0 0
INTEL CORP COM 458140100   222,187,500 6,250,000 SH   SOLE N/A 6,250,000 0 0
JD.COM INC SPON ADR CL A 47215P106   48,792,750 1,675,000 SH   SOLE N/A 1,675,000 0 0
KE HLDGS INC SPONSORED ADS 482497104   37,248,000 2,400,000 SH   SOLE N/A 2,400,000 0 0
LAM RESEARCH CORP COM 512807108   75,212,400 120,000 SH   SOLE N/A 120,000 0 0
MACYS INC COM 55616P104   58,050,000 5,000,000 SH   SOLE N/A 5,000,000 0 0
META PLATFORMS INC CL A 30303M102   585,409,500 1,950,000 SH   SOLE N/A 1,950,000 0 0
MICRON TECHNOLOGY INC COM 595112103   95,242,000 1,400,000 SH   SOLE N/A 1,400,000 0 0
MICROSOFT CORP COM 594918104   516,251,250 1,635,000 SH   SOLE N/A 1,635,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   6,485,300 182,325 SH   SOLE N/A 182,325 0 0
NVIDIA CORPORATION COM 67066G104   445,864,750 1,025,000 SH   SOLE N/A 1,025,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   137,298,000 1,400,000 SH   SOLE N/A 1,400,000 0 0
QUALCOMM INC COM 747525103   144,378,000 1,300,000 SH   SOLE N/A 1,300,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   30,960,000 4,800,000 SH   SOLE N/A 4,800,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   86,900,000 1,000,000 SH   SOLE N/A 1,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   333,427,500 7,250,000 SH   SOLE N/A 7,250,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   100,838,000 200,000 SH   SOLE N/A 200,000 0 0