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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,220,482,900 | 9,230,000 | SH | SOLE | N/A | 9,230,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 314,022,300 | 2,010,000 | SH | SOLE | N/A | 2,010,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 477,552,600 | 2,510,000 | SH | SOLE | N/A | 2,510,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 277,662,500 | 1,250,000 | SH | Put | SOLE | N/A | 1,250,000 | 0 | 0 | |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 46,384,100 | 70,000 | SH | SOLE | N/A | 70,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 71,323,250 | 775,000 | SH | SOLE | N/A | 775,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 4,074,750 | 75,000 | SH | SOLE | N/A | 75,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 21,765,900 | 130,000 | SH | SOLE | N/A | 130,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 55,000,000 | 2,200,000 | SH | SOLE | N/A | 2,200,000 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 79,823,336 | 1,743,629 | SH | SOLE | N/A | 1,743,629 | 0 | 0 | ||
| DEUTSCHE BANK A G | NAMEN AKT | D18190898 | 89,362,500 | 3,750,000 | SH | SOLE | N/A | 3,750,000 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 92,154,999 | 4,957,235 | SH | SOLE | N/A | 4,957,235 | 0 | 0 | ||
| EXPAND ENERGY CORPORATION | *W EXP 02/09/202 | 165167172 | 12,348,035 | 117,321 | SH | SOLE | N/A | 117,321 | 0 | 0 | ||
| EXPAND ENERGY CORPORATION | *W EXP 02/09/202 | 165167180 | 6,460,014 | 65,398 | SH | SOLE | N/A | 65,398 | 0 | 0 | ||
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 200,704,000 | 5,600,000 | SH | SOLE | N/A | 5,600,000 | 0 | 0 | ||
| JD.COM INC | SPON ADS CL A | 47215P106 | 331,016,000 | 8,050,000 | SH | SOLE | N/A | 8,050,000 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 38,171,000 | 1,900,000 | SH | SOLE | N/A | 1,900,000 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 139,640,000 | 4,000,000 | SH | SOLE | N/A | 4,000,000 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 62,793,000 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 36,350,000 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 22,791,700 | 590,000 | SH | SOLE | N/A | 590,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 106,830,000 | 9,000,000 | SH | SOLE | N/A | 9,000,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 316,998,000 | 550,000 | SH | SOLE | N/A | 550,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 34,756,000 | 400,000 | SH | SOLE | N/A | 400,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 191,448,900 | 510,000 | SH | SOLE | N/A | 510,000 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 30,961,320 | 578,500 | SH | SOLE | N/A | 578,500 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 195,693,000 | 2,050,000 | SH | SOLE | N/A | 2,050,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 32,514,000 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 97,867,000 | 700,000 | SH | SOLE | N/A | 700,000 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 517,189,500 | 4,370,000 | SH | SOLE | N/A | 4,370,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 53,763,500 | 350,000 | SH | SOLE | N/A | 350,000 | 0 | 0 | ||
| SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 2,517,255,000 | 4,500,000 | SH | Put | SOLE | N/A | 4,500,000 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 44,820,000 | 270,000 | SH | SOLE | N/A | 270,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 233,152,000 | 3,200,000 | SH | SOLE | N/A | 3,200,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 91,656,250 | 175,000 | SH | SOLE | N/A | 175,000 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 21,147,000 | 100,000 | SH | Put | SOLE | N/A | 100,000 | 0 | 0 | |
| VISTRA CORP | COM | 92840M102 | 270,112,000 | 2,300,000 | SH | SOLE | N/A | 2,300,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 26,720,000 | 320,000 | SH | SOLE | N/A | 320,000 | 0 | 0 | ||