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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 332,366 | 119,000 | SH | SOLE | N/A | 119,000 | 0 | 0 | |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | 15,512 | 405,000 | SH | SOLE | N/A | 405,000 | 0 | 0 | |
| ALTIMETER GROWTH CORP 2 | COM CL A | G0371B109 | 14,730 | 1,500,000 | SH | SOLE | N/A | 1,500,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 277,096 | 85,000 | SH | SOLE | N/A | 85,000 | 0 | 0 | |
| ANTERO RESOURCES CORP | COM | 03674X106 | 60,297 | 1,975,000 | SH | SOLE | N/A | 1,975,000 | 0 | 0 | |
| APA CORPORATION | COM | 03743Q108 | 8,266 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167172 | 22,506 | 378,000 | SH | SOLE | N/A | 378,000 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167180 | 13,361 | 240,000 | SH | SOLE | N/A | 240,000 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 10,614 | 122,000 | SH | SOLE | N/A | 122,000 | 0 | 0 | |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 103,075 | 9,211,393 | SH | SOLE | N/A | 9,211,393 | 0 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 21,112 | 817,980 | SH | SOLE | N/A | 817,980 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 135,403 | 3,935,000 | SH | SOLE | N/A | 3,935,000 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 36,808 | 740,000 | SH | SOLE | N/A | 740,000 | 0 | 0 | |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 46,512 | 3,254,829 | SH | SOLE | N/A | 3,254,829 | 0 | 0 | |
| KOHLS CORP | COM | 500255104 | 42,322 | 700,000 | SH | SOLE | N/A | 700,000 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 20,407 | 525,000 | SH | SOLE | N/A | 525,000 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 192,728 | 7,911,642 | SH | SOLE | N/A | 7,911,642 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 197,900 | 890,000 | SH | SOLE | N/A | 890,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 163,569 | 2,100,000 | SH | SOLE | N/A | 2,100,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 112,841 | 366,000 | SH | SOLE | N/A | 366,000 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 55,528 | 835,000 | SH | SOLE | N/A | 835,000 | 0 | 0 | |
| MPLX LP | COM UNIT REP LTD | 55336V100 | 3,994 | 120,380 | SH | SOLE | N/A | 120,380 | 0 | 0 | |
| NORDSTROM INC | COM | 655664100 | 30,499 | 1,125,000 | SH | SOLE | N/A | 1,125,000 | 0 | 0 | |
| OCCIDENTAL PETE CORP | COM | 674599105 | 161,142 | 2,840,000 | SH | SOLE | N/A | 2,840,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 71,725 | 6,007,160 | SH | SOLE | N/A | 6,007,160 | 0 | 0 | |
| PG&E CORP | UNIT 99/99/9999 | 69331C140 | 8,433 | 75,000 | SH | SOLE | N/A | 75,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 53,126 | 695,000 | SH | SOLE | N/A | 695,000 | 0 | 0 | |
| SPDR SER TR | S&P OILGAS EXP | 78468R556 | 38,347 | 285,000 | SH | SOLE | N/A | 285,000 | 0 | 0 | |
| SYSCO CORP | COM | 871829107 | 61,238 | 750,000 | SH | SOLE | N/A | 750,000 | 0 | 0 | |
| TCV ACQUISITION CORP | CL A SHS | G8704C124 | 5,856 | 600,000 | SH | SOLE | N/A | 600,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 72,074 | 2,020,000 | SH | SOLE | N/A | 2,020,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 85,675 | 168,000 | SH | SOLE | N/A | 168,000 | 0 | 0 | |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 958669103 | 6,035 | 239,310 | SH | SOLE | N/A | 239,310 | 0 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 17,942 | 225,000 | SH | SOLE | N/A | 225,000 | 0 | 0 | |