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 | 114,729,725 | 197,500 | SH | SOLE | N/A | 197,500 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 191,960,000 | 2,000,000 | SH | SOLE | N/A | 2,000,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 653,660,500 | 1,850,000 | SH | SOLE | N/A | 1,850,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,191,700,000 | 5,000,000 | SH | SOLE | N/A | 5,000,000 | 0 | 0 | ||
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | 135,525,000 | 7,500,000 | SH | SOLE | N/A | 7,500,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 241,615,600 | 835,000 | SH | Put | SOLE | N/A | 835,000 | 0 | 0 | |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 99,472,000 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 148,005,550 | 1,295,000 | SH | SOLE | N/A | 1,295,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 12,509,750 | 25,000 | SH | Put | SOLE | N/A | 25,000 | 0 | 0 | |
| BOEING CO | COM | 097023105 | 173,176,000 | 800,000 | SH | SOLE | N/A | 800,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 56,662,500 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| COREWEAVE INC | COM CL A | 21873S108 | 107,328,806 | 1,078,248 | SH | SOLE | N/A | 1,078,248 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 30,135,510 | 1,576,125 | SH | SOLE | N/A | 1,576,125 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 9,956,701 | 1,508,591 | SH | SOLE | N/A | 1,508,591 | 0 | 0 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 489,607,500 | 2,425,000 | SH | SOLE | N/A | 2,425,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 165,748,725 | 382,500 | SH | SOLE | N/A | 382,500 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 380,220,750 | 675,000 | SH | SOLE | N/A | 675,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,125,432,750 | 975,000 | SH | SOLE | N/A | 975,000 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 28,303,572 | 502,460 | SH | SOLE | N/A | 502,460 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 257,065,600 | 1,760,000 | SH | SOLE | N/A | 1,760,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 305,137,250 | 1,525,000 | SH | SOLE | N/A | 1,525,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 46,197,500 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 38,443,500 | 225,000 | SH | SOLE | N/A | 225,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 787,990,500 | 1,650,000 | SH | SOLE | N/A | 1,650,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 555,204,163 | 7,694,071 | SH | SOLE | N/A | 7,694,071 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 351,408,597 | 2,215,272 | SH | SOLE | N/A | 2,215,272 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 28,185,300 | 715,000 | SH | SOLE | N/A | 715,000 | 0 | 0 | ||