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
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 77,726 525,000 SH   SOLE N/A 525,000 0 0
ALIGHT INC COM CL A 01626W101 91,840 8,000,000 SH   SOLE N/A 8,000,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 31,175 309,000 SH   SOLE N/A 309,000 0 0
ALPHABET INC CAP STK CL C 02079K107 391,801 147,000 SH   SOLE N/A 147,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 38,496 1,155,000 SH   SOLE N/A 1,155,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 14,835 1,500,000 SH   SOLE N/A 1,500,000 0 0
AMAZON COM INC COM 023135106 229,953 70,000 SH   SOLE N/A 70,000 0 0
ANTERO RESOURCES CORP COM 03674X106 53,519 2,845,263 SH   SOLE N/A 2,845,263 0 0
APA CORPORATION COM 03743Q108 17,530 818,000 SH   SOLE N/A 818,000 0 0
CARMAX INC COM 143130102 50,096 391,500 SH   SOLE N/A 391,500 0 0
CHESAPEAKE ENERGY CORP *W EXP 09/02/202 165167180 11,289 386,087 SH   SOLE N/A 386,087 0 0
CHESAPEAKE ENERGY CORP *W EXP 99/99/999 165167164 22,648 625,461 SH   SOLE N/A 625,461 0 0
CHESAPEAKE ENERGY CORP *W EXP 99/99/999 165167172 22,148 694,957 SH   SOLE N/A 694,957 0 0
CHESAPEAKE ENERGY CORP COM 165167735 26,114 424,000 SH   SOLE N/A 424,000 0 0
D R HORTON INC COM 23331A109 100,344 1,195,000 SH   SOLE N/A 1,195,000 0 0
DRAGONEER GROWTH OPPTY CORP SHS CL A G28314105 7,463 750,000 SH   SOLE N/A 750,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 28,250 2,500,000 SH   SOLE N/A 2,500,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 96,829 10,107,410 SH   SOLE N/A 10,107,410 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 42,450 1,961,623 SH   SOLE N/A 1,961,623 0 0
EQT CORP COM 26884L109 58,311 2,850,000 SH   SOLE N/A 2,850,000 0 0
FACEBOOK INC CL A 30303M102 387,753 1,142,500 SH   SOLE N/A 1,142,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857 61,807 1,900,000 SH   SOLE N/A 1,900,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 92,040 5,200,000 SH   SOLE N/A 5,200,000 0 0
HCA HEALTHCARE INC COM 40412C101 93,933 387,000 SH   SOLE N/A 387,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 24,037 298,000 SH   SOLE N/A 298,000 0 0
KOHLS CORP COM 500255104 70,635 1,500,000 SH   SOLE N/A 1,500,000 0 0
MACYS INC COM 55616P104 158,200 7,000,000 SH   SOLE N/A 7,000,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 45,894 132,000 SH   SOLE N/A 132,000 0 0
MICRON TECHNOLOGY INC COM 595112103 195,195 2,750,000 SH   SOLE N/A 2,750,000 0 0
MICROSOFT CORP COM 594918104 83,871 297,500 SH   SOLE N/A 297,500 0 0
MOSAIC CO NEW COM 61945C103 84,835 2,375,000 SH   SOLE N/A 2,375,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 14,796 519,706 SH   SOLE N/A 519,706 0 0
OCCIDENTAL PETE CORP COM 674599105 196,411 6,640,000 SH   SOLE N/A 6,640,000 0 0
OVINTIV INC COM 69047Q102 4,110 125,000 SH   SOLE N/A 125,000 0 0
PAYSAFE LIMITED ORD G6964L107 65,875 8,500,000 SH   SOLE N/A 8,500,000 0 0
PG&E CORP COM 69331C108 128,400 13,375,000 SH   SOLE N/A 13,375,000 0 0
PG&E CORP UNIT 99/99/9999 69331C140 7,170 75,000 SH   SOLE N/A 75,000 0 0
PULTE GROUP INC COM 745867101 70,717 1,540,000 SH   SOLE N/A 1,540,000 0 0
QUALCOMM INC COM 747525103 63,200 490,000 SH   SOLE N/A 490,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 115,119 2,210,000 SH   SOLE N/A 2,210,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 97,687 1,010,000 SH   SOLE N/A 1,010,000 0 0
SYSCO CORP COM 871829107 65,940 840,000 SH   SOLE N/A 840,000 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 5,880 600,000 SH   SOLE N/A 600,000 0 0
THE BEACHBODY COMPANY INC COM CL A 073463101 11,080 2,000,000 SH   SOLE N/A 2,000,000 0 0
T-MOBILE US INC COM 872590104 325,149 2,545,000 SH   SOLE N/A 2,545,000 0 0
TWITTER INC COM 90184L102 74,582 1,235,000 SH   SOLE N/A 1,235,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 87,382 1,950,500 SH   SOLE N/A 1,950,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 69,942 179,000 SH   SOLE N/A 179,000 0 0
VISA INC COM CL A 92826C839 58,472 262,500 SH   SOLE N/A 262,500 0 0
WALMART INC COM 931142103 13,938 100,000 SH   SOLE N/A 100,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 11,845 565,117 SH   SOLE N/A 565,117 0 0