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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 85,825 175,000 SH   SOLE N/A 175,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 652,636 2,220,000 SH   SOLE N/A 2,220,000 0 0
ALPHABET INC CAP STK CL C 02079K107 378,422 257,500 SH   SOLE N/A 257,500 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 18,082 905,000 SH   SOLE N/A 905,000 0 0
ALTRIA GROUP INC COM 02209S103 35,742 925,000 SH   SOLE N/A 925,000 0 0
AMAZON COM INC COM 023135106 445,545 141,500 SH   SOLE N/A 141,500 0 0
AT&T INC COM 00206R102 131,859 4,625,000 SH   SOLE N/A 4,625,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 30,090 787,500 SH   SOLE N/A 787,500 0 0
DISNEY WALT CO COM DISNEY 254687106 109,190 880,000 SH   SOLE N/A 880,000 0 0
EMERSON ELEC CO COM 291011104 80,815 1,232,500 SH   SOLE N/A 1,232,500 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 1,271 307,116 SH   SOLE N/A 307,116 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 102,825 18,971,419 SH   SOLE N/A 18,971,419 0 0
FACEBOOK INC CL A 30303M102 462,908 1,767,500 SH   SOLE N/A 1,767,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 34,899 4,550,000 SH   SOLE N/A 4,550,000 0 0
HCA HEALTHCARE INC COM 40412C101 116,576 935,000 SH   SOLE N/A 935,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 149,640 442,500 SH   SOLE N/A 442,500 0 0
MICRON TECHNOLOGY INC COM 595112103 575,260 12,250,000 SH   SOLE N/A 12,250,000 0 0
MICROSOFT CORP COM 594918104 63,625 302,500 SH   SOLE N/A 302,500 0 0
NETFLIX INC COM 64110L106 65,754 131,500 SH   SOLE N/A 131,500 0 0
PAYPAL HLDGS INC COM 70450Y103 120,681 612,500 SH   SOLE N/A 612,500 0 0
PG&E CORP COM 69331C108 758,478 80,775,057 SH   SOLE N/A 80,775,057 0 0
PG&E CORP UNIT 99/99/9999 69331C140 7,357 75,000 SH   SOLE N/A 75,000 0 0
SALESFORCE COM INC COM 79466L302 109,953 437,500 SH   SOLE N/A 437,500 0 0
SQUARE INC CL A 852234103 45,920 282,500 SH   SOLE N/A 282,500 0 0
SYSCO CORP COM 871829107 79,331 1,275,000 SH   SOLE N/A 1,275,000 0 0
TENNECO INC CL A VTG COM STK 880349105 5,240 755,000 SH   SOLE N/A 755,000 0 0
T-MOBILE US INC COM 872590104 596,387 5,215,000 SH   SOLE N/A 5,215,000 0 0
TWITTER INC COM 90184L102 207,370 4,660,000 SH   SOLE N/A 4,660,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 21,980 70,500 SH   SOLE N/A 70,500 0 0
VISA INC COM CL A 92826C839 135,980 680,000 SH   SOLE N/A 680,000 0 0
WELLS FARGO CO NEW COM 949746101 20,571 875,000 SH   SOLE N/A 875,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 5,703 712,816 SH   SOLE N/A 712,816 0 0