The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 | 260,580,875 | 737,500 | SH | SOLE | 737,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 549,676,392 | 2,306,270 | SH | SOLE | 2,306,270 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 257,530,400 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | ||
| BANK OF AMER CORP | COM | 060505104 | 98,123,036 | 1,722,061 | SH | SOLE | 1,722,061 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 159,401,812 | 421,977 | SH | SOLE | 421,977 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 40,588,400 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 134,032,486 | 822,891 | SH | SOLE | 822,891 | 0 | 0 | ||
| FREEPORT MCMORAN INC | CL B | 35671D857 | 583,332,044 | 9,275,434 | SH | SOLE | 9,275,434 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 449,072,183 | 1,151,792 | SH | SOLE | 1,151,792 | 0 | 0 | ||
| JD.COM INC | SPON ADS CL A | 47215P106 | 6,242,600 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 71,537,830 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 72,720,270 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 360,275,026 | 965,833 | SH | SOLE | 965,833 | 0 | 0 | ||
| NETFLIX INC. | COM | 64110L106 | 181,474,524 | 2,541,660 | SH | SOLE | 2,541,660 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 234,994,100 | 1,174,442 | SH | SOLE | 1,174,442 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 4,195,400 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 363,327,293 | 7,065,875 | SH | SOLE | 7,065,875 | 0 | 0 | ||
| SPDR SERIES TRUST | ST STR SP REGBNK | 78464A698 | 130,987,500 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 6,921,960 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 91,401,948 | 544,935 | SH | SOLE | 544,935 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 11,220,100 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 74,084,299 | 769,707 | SH | SOLE | 769,707 | 0 | 0 | ||
| WELLS FARGO & CO | COM | 949746101 | 37,501,701 | 453,796 | SH | SOLE | 453,796 | 0 | 0 | ||