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   144,948,000 1,200,000 SH   SOLE N/A 1,200,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,004,181,367 11,843,158 SH   SOLE N/A 11,843,158 0 0
ALPHABET INC CAP STK CL C 02079K107   358,401,034 1,881,963 SH   SOLE N/A 1,881,963 0 0
AMAZON COM INC COM 023135106   570,414,000 2,600,000 SH   SOLE N/A 2,600,000 0 0
ANTERO RESOURCES CORP COM 03674X106   29,442,000 840,000 SH   SOLE N/A 840,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   110,892,800 160,000 SH   SOLE N/A 160,000 0 0
BAIDU INC SPON ADR REP A 056752108   128,818,008 1,527,909 SH   SOLE N/A 1,527,909 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   73,524,000 2,200,000 SH   SOLE N/A 2,200,000 0 0
CORNING INC COM 219350105   71,280,000 1,500,000 SH   SOLE N/A 1,500,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   96,279,659 4,914,735 SH   SOLE N/A 4,914,735 0 0
EQT CORP COM 26884L109   36,888,000 800,000 SH   SOLE N/A 800,000 0 0
EXPAND ENERGY CORPORATION *W EXP 02/09/202 165167172   22,728,750 250,000 SH   SOLE N/A 250,000 0 0
EXPAND ENERGY CORPORATION *W EXP 02/09/202 165167180   12,828,000 150,000 SH   SOLE N/A 150,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   29,367,250 295,000 SH   SOLE N/A 295,000 0 0
FEDEX CORP COM 31428X106   98,465,500 350,000 SH   SOLE N/A 350,000 0 0
INTEL CORP COM 458140100   20,050,000 1,000,000 SH   SOLE N/A 1,000,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   202,034,176 6,637,128 SH   SOLE N/A 6,637,128 0 0
JD.COM INC SPON ADS CL A 47215P106   362,852,233 10,465,885 SH   SOLE N/A 10,465,885 0 0
KE HLDGS INC SPONSORED ADS 482497104   47,414,443 2,574,074 SH   SOLE N/A 2,574,074 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   133,793,322 4,575,695 SH   SOLE N/A 4,575,695 0 0
LAM RESEARCH CORP COM NEW 512807306   90,287,500 1,250,000 SH   SOLE N/A 1,250,000 0 0
LAS VEGAS SANDS CORP COM 517834107   46,224,000 900,000 SH   SOLE N/A 900,000 0 0
LYFT INC CL A COM 55087P104   174,150,000 13,500,000 SH   SOLE N/A 13,500,000 0 0
META PLATFORMS INC CL A 30303M102   286,899,900 490,000 SH   SOLE N/A 490,000 0 0
MICRON TECHNOLOGY INC COM 595112103   100,992,000 1,200,000 SH   SOLE N/A 1,200,000 0 0
MICROSOFT CORP COM 594918104   408,855,000 970,000 SH   SOLE N/A 970,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   27,687,010 578,500 SH   SOLE N/A 578,500 0 0
NRG ENERGY INC COM NEW 629377508   163,749,300 1,815,000 SH   SOLE N/A 1,815,000 0 0
NVIDIA CORPORATION COM 67066G104   91,317,334 680,001 SH   SOLE N/A 680,001 0 0
ORACLE CORP COM 68389X105   233,296,000 1,400,000 SH   SOLE N/A 1,400,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   519,491,243 5,356,132 SH   SOLE N/A 5,356,132 0 0
QUALCOMM INC COM 747525103   122,896,000 800,000 SH   SOLE N/A 800,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   49,372,500 250,000 SH   SOLE N/A 250,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   90,480,000 1,500,000 SH   SOLE N/A 1,500,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   88,272,570 174,500 SH   SOLE N/A 174,500 0 0
VISTRA CORP COM 92840M102   372,249,000 2,700,000 SH   SOLE N/A 2,700,000 0 0
WYNN RESORTS LTD COM 983134107   43,080,000 500,000 SH   SOLE N/A 500,000 0 0