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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 45,039,402 | 221,400 | SH | SOLE | N/A | 221,400 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 434,718,900 | 3,465,000 | SH | SOLE | N/A | 3,465,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 497,042,322 | 1,732,700 | SH | SOLE | N/A | 1,732,700 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 899,726,400 | 4,320,000 | SH | SOLE | N/A | 4,320,000 | 0 | 0 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 65,381,085 | 49,500 | SH | SOLE | N/A | 49,500 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 77,113,782 | 692,100 | SH | SOLE | N/A | 692,100 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 49,475,070 | 837,000 | SH | SOLE | N/A | 837,000 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 153,578,115 | 1,129,500 | SH | SOLE | N/A | 1,129,500 | 0 | 0 | ||
| DEUTSCHE BK AG | NAMEN AKT | D18190898 | 7,671,804 | 257,616 | SH | SOLE | N/A | 257,616 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 30,419,213 | 1,576,125 | SH | SOLE | N/A | 1,576,125 | 0 | 0 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 295,224,000 | 2,400,000 | SH | SOLE | N/A | 2,400,000 | 0 | 0 | ||
| JD.COM INC | SPON ADS CL A | 47215P106 | 38,588,850 | 1,305,000 | SH | SOLE | N/A | 1,305,000 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 30,704,400 | 1,080,000 | SH | SOLE | N/A | 1,080,000 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 68,339,700 | 198,000 | SH | SOLE | N/A | 198,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 81,724,950 | 382,500 | SH | SOLE | N/A | 382,500 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 35,910,000 | 2,700,000 | SH | SOLE | N/A | 2,700,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 249,734,745 | 436,500 | SH | SOLE | N/A | 436,500 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 562,503,600 | 1,665,000 | SH | SOLE | N/A | 1,665,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 33,315,300 | 90,000 | SH | SOLE | N/A | 90,000 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 28,675,392 | 502,460 | SH | SOLE | N/A | 502,460 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 253,471,354 | 1,734,442 | SH | SOLE | N/A | 1,734,442 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 256,629,600 | 1,471,500 | SH | SOLE | N/A | 1,471,500 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 91,962,000 | 900,000 | SH | SOLE | N/A | 900,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 64,211,382 | 498,613 | SH | SOLE | N/A | 498,613 | 0 | 0 | ||
| RTX CORPORATION | COM | 75513E101 | 65,971,800 | 342,000 | SH | SOLE | N/A | 342,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 178,689,375 | 281,250 | SH | SOLE | N/A | 281,250 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 448,628,625 | 1,327,500 | SH | SOLE | N/A | 1,327,500 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 455,512,550 | 6,332,720 | SH | SOLE | N/A | 6,332,720 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 24,353,100 | 90,000 | SH | SOLE | N/A | 90,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 304,017,170 | 2,022,332 | SH | SOLE | N/A | 2,022,332 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 105,144,000 | 1,950,000 | SH | SOLE | N/A | 1,950,000 | 0 | 0 | ||