ALPHABET INC CAP STK CL C 02079K107 88974600 366000 SH SOLE 348723 17277 0 BILL HOLDINGS INC COM 090043100 52970000 1000000 SH Call SOLE 959500 40500 0 BILL HOLDINGS INC COM 090043100 71734517 1354248 SH SOLE 1299349 54899 0 CARPENTER TECHNOLOGY CORP COM 144285103 113439480 462000 SH SOLE 443301 18699 0 CORE SCIENTIFIC INC NEW COM 21874A106 101594220 5663000 SH SOLE 5425242 237758 0 FAIR ISAAC CORP COM 303250104 71085175 47500 SH SOLE 45551 1949 0 FREEPORT-MCMORAN INC CL B 35671D857 156880000 4000000 SH Call SOLE 3811200 188800 0 HILLENBRAND INC COM 431571108 27040000 1000000 SH Call SOLE 952800 47200 0 INVESCO EXCHANGE-TRADED FD T S&P500 EQL WGT 46137V357 379400000 2000000 SH Call SOLE 1904300 95700 0 INVESCO QQQ TR UNIT SER 1 46090E103 14588991 24300 SH Put SOLE 24300 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 4622849 7700 SH Call SOLE 7700 0 0 JBS N.V. CL A SHS N4732M103 46869749 3139300 SH Call SOLE 2990900 148400 0 KENVUE INC COM 49177J102 282402000 17400000 SH SOLE 16660584 739416 0 KENVUE INC COM 49177J102 403369059 24853300 SH Call SOLE 23803200 1050100 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 40973500 180500 SH SOLE 171981 8519 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1732068000 2600000 SH Put SOLE 2475300 124700 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 53065100 190000 SH SOLE 182020 7980 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 127076950 455000 SH Put SOLE 435800 19200 0 TON STRATEGY CO COM 92337U302 16322395 2318522 SH SOLE 2251549 66973 0 UNION PAC CORP COM 907818108 214312424 906682 SH SOLE 868866 37816 0 UNION PAC CORP COM 907818108 239584632 1013600 SH Call SOLE 972100 41500 0 UNITED AIRLS HLDGS INC COM 910047109 73340000 760000 SH SOLE 729242 30758 0