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
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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   263,132,100 2,310,000 SH   SOLE N/A 2,310,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   372,991,250 4,475,000 SH   SOLE N/A 4,475,000 0 0
ALPHABET INC CAP STK CL C 02079K107   279,440,700 2,310,000 SH   SOLE N/A 2,310,000 0 0
AMAZON COM INC COM 023135106   412,263,500 3,162,500 SH   SOLE N/A 3,162,500 0 0
ANTERO RESOURCES CORP COM 03674X106   45,138,800 1,960,000 SH   SOLE N/A 1,960,000 0 0
APPLE INC COM 037833100   93,105,600 480,000 SH   SOLE N/A 480,000 0 0
ARISTA NETWORKS INC COM 040413106   40,515,000 250,000 SH   SOLE N/A 250,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   57,980,000 80,000 SH   SOLE N/A 80,000 0 0
BAIDU INC SPON ADR REP A 056752108   174,560,250 1,275,000 SH   SOLE N/A 1,275,000 0 0
BROADCOM INC COM 11135F101   104,091,600 120,000 SH   SOLE N/A 120,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   44,558,800 190,000 SH   SOLE N/A 190,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   62,947,950 1,235,000 SH   SOLE N/A 1,235,000 0 0
CHESAPEAKE ENERGY CORP *W EXP 02/09/202 165167172   18,670,000 250,000 SH   SOLE N/A 250,000 0 0
CHESAPEAKE ENERGY CORP *W EXP 02/09/202 165167180   9,981,000 150,000 SH   SOLE N/A 150,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   16,987,040 203,000 SH   SOLE N/A 203,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   45,775,000 500,000 SH   SOLE N/A 500,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   124,229,825 9,781,876 SH   SOLE N/A 9,781,876 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   13,069,073 495,980 SH   SOLE N/A 495,980 0 0
EQT CORP COM 26884L109   84,727,800 2,060,000 SH   SOLE N/A 2,060,000 0 0
FEDEX CORP COM 31428X106   161,135,000 650,000 SH   SOLE N/A 650,000 0 0
INTEL CORP COM 458140100   226,556,000 6,775,000 SH   SOLE N/A 6,775,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   40,785,000 1,500,000 SH   SOLE N/A 1,500,000 0 0
JD.COM INC SPON ADR CL A 47215P106   63,993,750 1,875,000 SH   SOLE N/A 1,875,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   43,088,000 1,600,000 SH   SOLE N/A 1,600,000 0 0
LAM RESEARCH CORP COM 512807108   77,143,200 120,000 SH   SOLE N/A 120,000 0 0
MACYS INC COM 55616P104   80,250,000 5,000,000 SH   SOLE N/A 5,000,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   104,615,000 1,750,000 SH   SOLE N/A 1,750,000 0 0
META PLATFORMS INC CL A 30303M102   431,187,450 1,502,500 SH   SOLE N/A 1,502,500 0 0
MICRON TECHNOLOGY INC COM 595112103   88,354,000 1,400,000 SH   SOLE N/A 1,400,000 0 0
MICROSOFT CORP COM 594918104   422,269,600 1,240,000 SH   SOLE N/A 1,240,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   6,188,111 182,325 SH   SOLE N/A 182,325 0 0
NVIDIA CORPORATION COM 67066G104   431,480,400 1,020,000 SH   SOLE N/A 1,020,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   51,855,000 750,000 SH   SOLE N/A 750,000 0 0
QUALCOMM INC COM 747525103   220,224,000 1,850,000 SH   SOLE N/A 1,850,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   28,848,000 4,800,000 SH   SOLE N/A 4,800,000 0 0
SYNOPSYS INC COM 871607107   63,134,450 145,000 SH   SOLE N/A 145,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   179,133,000 1,775,000 SH   SOLE N/A 1,775,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   308,665,500 7,150,000 SH   SOLE N/A 7,150,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   96,128,000 200,000 SH   SOLE N/A 200,000 0 0