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 | 9,468,043 | 52,974 | SH | SOLE | 52,974 | 0 | 0 | |||
| BRIGHTSTAR LOTTERY PLC | SHS USD | G4863A108 | 3,372,461 | 195,505 | SH | SOLE | 195,505 | 0 | 0 | |||
| CITIGROUP INC | COM NEW | 172967424 | 30,601,946 | 301,497 | SH | SOLE | 301,497 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 17,050,678 | 120,270 | SH | SOLE | 120,270 | 0 | 0 | |||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 23,517,969 | 1,370,511 | SH | SOLE | 1,370,511 | 0 | 0 | |||
| EQT CORP | COM | 26884L109 | 953,178 | 17,512 | SH | SOLE | 17,512 | 0 | 0 | |||
| EXPAND ENERGY CORPORATION | COM | 165167735 | 14,672,488 | 138,107 | SH | SOLE | 138,107 | 0 | 0 | |||
| HCI GROUP INC | COM | 40416E103 | 12,080,074 | 62,940 | SH | SOLE | 62,940 | 0 | 0 | |||
| KODIAK GAS SVCS INC | COM | 50012A108 | 6,634,267 | 179,450 | SH | SOLE | 179,450 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 28,306,612 | 151,713 | SH | SOLE | 151,713 | 0 | 0 | |||
| RITHM CAPITAL CORP | COM NEW | 64828T201 | 4,215,166 | 370,076 | SH | SOLE | 370,076 | 0 | 0 | |||
| VISTRA CORP | COM | 92840M102 | 10,050,108 | 51,297 | SH | SOLE | 51,297 | 0 | 0 | |||
| VNET GROUP INC | SPONSORED ADS A | 90138A103 | 10,153,357 | 982,900 | SH | SOLE | 982,900 | 0 | 0 | |||