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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   69,602,000 325,000 SH   SOLE N/A 325,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   753,117,926 5,137,931 SH   SOLE N/A 5,137,931 0 0
ALPHABET INC CAP STK CL C 02079K107   560,738,948 1,786,931 SH   SOLE N/A 1,786,931 0 0
AMAZON COM INC COM 023135106   503,047,031 2,179,391 SH   SOLE N/A 2,179,391 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   216,919,500 14,150,000 SH   SOLE N/A 14,150,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   66,866,250 62,500 SH   SOLE N/A 62,500 0 0
BAIDU INC SPON ADR REP A 056752108   75,129,500 575,000 SH   SOLE N/A 575,000 0 0
BALL CORP COM 058498106   63,564,000 1,200,000 SH   SOLE N/A 1,200,000 0 0
CORNING INC COM 219350105   137,486,712 1,570,200 SH   SOLE N/A 1,570,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   32,965,000 475,000 SH   SOLE N/A 475,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898   121,464,000 3,150,000 SH   SOLE N/A 3,150,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   36,133,713 2,191,250 SH   SOLE N/A 2,191,250 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   21,900,000 2,500,000 SH   SOLE N/A 2,500,000 0 0
IQVIA HLDGS INC COM 46266C105   63,114,800 280,000 SH   SOLE N/A 280,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772   182,287,500 1,875,000 SH   SOLE N/A 1,875,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   41,640,375 1,087,500 SH   SOLE N/A 1,087,500 0 0
JD.COM INC SPON ADS CL A 47215P106   119,307,220 4,157,046 SH   SOLE N/A 4,157,046 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   161,737,500 4,750,000 SH   SOLE N/A 4,750,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   86,603,150 295,000 SH   SOLE N/A 295,000 0 0
LAM RESEARCH CORP COM NEW 512807306   72,751,500 425,000 SH   SOLE N/A 425,000 0 0
LYFT INC CL A COM 55087P104   73,606,000 3,800,000 SH   SOLE N/A 3,800,000 0 0
META PLATFORMS INC CL A 30303M102   396,054,000 600,000 SH   SOLE N/A 600,000 0 0
MICRON TECHNOLOGY INC COM 595112103   71,352,500 250,000 SH Call SOLE N/A 250,000 0 0
MICRON TECHNOLOGY INC COM 595112103   428,115,000 1,500,000 SH   SOLE N/A 1,500,000 0 0
MICROSOFT CORP COM 594918104   241,810,000 500,000 SH   SOLE N/A 500,000 0 0
MOHAWK INDS INC COM 608190104   73,777,500 675,000 SH   SOLE N/A 675,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   33,489,675 627,500 SH   SOLE N/A 627,500 0 0
NRG ENERGY INC COM NEW 629377508   261,153,600 1,640,000 SH   SOLE N/A 1,640,000 0 0
NVIDIA CORPORATION COM 67066G104   317,050,000 1,700,000 SH   SOLE N/A 1,700,000 0 0
OWENS CORNING NEW COM 690742101   106,314,500 950,000 SH   SOLE N/A 950,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   201,267,250 1,775,000 SH   SOLE N/A 1,775,000 0 0
QUALCOMM INC COM 747525103   195,852,250 1,145,000 SH   SOLE N/A 1,145,000 0 0
RTX CORPORATION COM 75513E101   91,700,000 500,000 SH   SOLE N/A 500,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   343,395,700 1,130,000 SH   SOLE N/A 1,130,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   151,163,500 1,850,000 SH   SOLE N/A 1,850,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   51,996,300 465,000 SH   SOLE N/A 465,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   66,022,000 200,000 SH   SOLE N/A 200,000 0 0
VISTRA CORP COM 92840M102   152,456,850 945,000 SH   SOLE N/A 945,000 0 0
WHIRLPOOL CORP COM 963320106   282,067,400 3,910,000 SH   SOLE N/A 3,910,000 0 0