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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,809,000 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 177,016,350 | 1,995,000 | SH | SOLE | N/A | 1,995,000 | 0 | 0 | ||
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | 7,766,280 | 204,000 | SH | SOLE | N/A | 204,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 126,000,000 | 1,500,000 | SH | SOLE | N/A | 1,500,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 38,737,500 | 1,250,000 | SH | SOLE | N/A | 1,250,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 4,656,500 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 17,680,000 | 425,000 | SH | SOLE | N/A | 425,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167172 | 19,631,250 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 02/09/202 | 165167180 | 11,604,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 23,880,800 | 253,055 | SH | SOLE | N/A | 253,055 | 0 | 0 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 206,794,427 | 2,398,729 | SH | SOLE | N/A | 2,398,729 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 26,064,000 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 121,114,714 | 10,203,430 | SH | SOLE | N/A | 10,203,430 | 0 | 0 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 12,493,678 | 517,980 | SH | SOLE | N/A | 517,980 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 86,266,500 | 2,550,000 | SH | SOLE | N/A | 2,550,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 43,792,700 | 182,500 | SH | SOLE | N/A | 182,500 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 122,867,500 | 5,950,000 | SH | SOLE | N/A | 5,950,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 69,195,500 | 575,000 | SH | SOLE | N/A | 575,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 56,357,700 | 235,000 | SH | SOLE | N/A | 235,000 | 0 | 0 | ||
| MPLX LP | COM UNIT REP LTD | 55336V100 | 6,315,953 | 192,325 | SH | SOLE | N/A | 192,325 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 39,777,000 | 300,000 | SH | SOLE | N/A | 300,000 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 11,467,500 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 30,294,250 | 1,225,000 | SH | SOLE | N/A | 1,225,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 79,527,000 | 150,000 | SH | SOLE | N/A | 150,000 | 0 | 0 | ||