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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 11,368 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 218,745 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | 13,952 | 405,000 | SH | SOLE | N/A | 405,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 159,315 | 1,500,000 | SH | SOLE | N/A | 1,500,000 | 0 | 0 | |
| ANTERO RESOURCES CORP | COM | 03674X106 | 43,676 | 1,425,000 | SH | SOLE | N/A | 1,425,000 | 0 | 0 | |
| APTIV PLC | SHS | G6095L109 | 22,268 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 5,745 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167172 | 20,836 | 368,000 | SH | SOLE | N/A | 368,000 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167180 | 12,593 | 240,000 | SH | SOLE | N/A | 240,000 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 7,299 | 90,000 | SH | SOLE | N/A | 90,000 | 0 | 0 | |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 154,602 | 2,700,000 | SH | SOLE | N/A | 2,700,000 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 4,720 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 102,498 | 10,270,300 | SH | SOLE | N/A | 10,270,300 | 0 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 18,959 | 777,980 | SH | SOLE | N/A | 777,980 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 98,040 | 2,850,000 | SH | SOLE | N/A | 2,850,000 | 0 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | 12,605 | 75,000 | SH | SOLE | N/A | 75,000 | 0 | 0 | |
| KOHLS CORP | COM | 500255104 | 66,919 | 1,875,000 | SH | SOLE | N/A | 1,875,000 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 109,920 | 6,000,000 | SH | SOLE | N/A | 6,000,000 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 161,250 | 1,000,000 | SH | SOLE | N/A | 1,000,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 31,786 | 575,000 | SH | SOLE | N/A | 575,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 64,208 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 11,808 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | |
| MPLX LP | COM UNIT REP LTD | 55336V100 | 5,606 | 192,325 | SH | SOLE | N/A | 192,325 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 8,744 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | |
| OCCIDENTAL PETE CORP | COM | 674599105 | 51,520 | 875,000 | SH | SOLE | N/A | 875,000 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 7,485 | 750,000 | SH | SOLE | N/A | 750,000 | 0 | 0 | |
| SALESFORCE INC | COM | 79466L302 | 33,008 | 200,000 | SH | SOLE | N/A | 200,000 | 0 | 0 | |
| SYSCO CORP | COM | 871829107 | 36,002 | 425,000 | SH | SOLE | N/A | 425,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 20,460 | 1,000,000 | SH | SOLE | N/A | 1,000,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 77,045 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | |