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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 199,994,400 | 360,000 | SH | SOLE | N/A | 360,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 222,227,700 | 1,370,000 | SH | SOLE | N/A | 1,370,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 756,000,000 | 10,500,000 | SH | SOLE | N/A | 10,500,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 353,083,500 | 1,925,000 | SH | SOLE | N/A | 1,925,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 671,543,750 | 3,475,000 | SH | SOLE | N/A | 3,475,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 60,365,500 | 1,850,000 | SH | SOLE | N/A | 1,850,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 89,488,875 | 87,500 | SH | SOLE | N/A | 87,500 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 143,989,200 | 1,665,000 | SH | SOLE | N/A | 1,665,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 38,222,100 | 210,000 | SH | SOLE | N/A | 210,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 87,428,000 | 2,200,000 | SH | SOLE | N/A | 2,200,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167172 | 17,885,000 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167180 | 9,297,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 15,451,720 | 188,000 | SH | SOLE | N/A | 188,000 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 124,965,822 | 7,704,428 | SH | SOLE | N/A | 7,704,428 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 70,446,900 | 1,905,000 | SH | SOLE | N/A | 1,905,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 164,912,000 | 550,000 | SH | SOLE | N/A | 550,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 86,096,600 | 2,780,000 | SH | SOLE | N/A | 2,780,000 | 0 | 0 | ||
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 180,370,600 | 6,940,000 | SH | SOLE | N/A | 6,940,000 | 0 | 0 | ||
| JD.COM INC | SPON ADS CL A | 47215P106 | 111,385,904 | 4,310,600 | SH | SOLE | N/A | 4,310,600 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 29,502,750 | 2,085,000 | SH | SOLE | N/A | 2,085,000 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 121,319,800 | 4,490,000 | SH | SOLE | N/A | 4,490,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 116,068,650 | 109,000 | SH | SOLE | N/A | 109,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 112,253,724 | 7,961,257 | SH | SOLE | N/A | 7,961,257 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 24,288,000 | 1,265,000 | SH | SOLE | N/A | 1,265,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 471,445,700 | 935,000 | SH | SOLE | N/A | 935,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 154,547,750 | 1,175,000 | SH | SOLE | N/A | 1,175,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 528,007,064 | 1,181,356 | SH | SOLE | N/A | 1,181,356 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 26,043,785 | 611,500 | SH | SOLE | N/A | 611,500 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 85,242,600 | 690,000 | SH | SOLE | N/A | 690,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 282,400,000 | 2,000,000 | SH | SOLE | N/A | 2,000,000 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 257,923,000 | 1,940,000 | SH | SOLE | N/A | 1,940,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 167,311,200 | 840,000 | SH | SOLE | N/A | 840,000 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 29,881,200 | 4,440,000 | SH | SOLE | N/A | 4,440,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 79,952,600 | 460,000 | SH | SOLE | N/A | 460,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 109,020,000 | 1,500,000 | SH | SOLE | N/A | 1,500,000 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 82,794,250 | 605,000 | SH | SOLE | N/A | 605,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 94,213,100 | 185,000 | SH | SOLE | N/A | 185,000 | 0 | 0 | ||