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 |
| ABBOTT LABS | COM | 002824100 | 3,459,644 | 38,127 | SH | SOLE | 38,127 | 0 | 0 | ||
| ABBVIE INC | COM | 00287Y109 | 8,807,400 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 26,499,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 36,942,700 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| AMERICAN ELEC PWR CO INC | COM | 025537101 | 4,213,748 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 20,609,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 15,135,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 3,791,396 | 65,800 | SH | SOLE | 65,800 | 0 | 0 | ||
| CARLSMED INC | COM | 14280C105 | 4,567,200 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| CARNIVAL PLC | ADS | 14365C103 | 31,427,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| CERIBELL INC | COM | 15678C102 | 21,881,250 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 1,096,736 | 12,950 | SH | SOLE | 12,950 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 17,285,615 | 18,478 | SH | SOLE | 18,478 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 12,630,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 3,923,980 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 47,977,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 16,060,800 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | ||
| GEO GROUP INC NEW | CALL | 36162J906 | 375,000 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| GEO GROUP INC NEW | COM | 36162J106 | 44,325,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 6,039,045 | 20,100 | SH | SOLE | 20,100 | 0 | 0 | ||
| ISHARES TR | PUT | 464287905 | 2,272,000 | 3,200,000 | SH | Put | SOLE | 3,200,000 | 0 | 0 | |
| MCDONALDS CORP | COM | 580135101 | 6,035,752 | 22,329 | SH | SOLE | 22,329 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 4,240,500 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 22,531,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 69,257,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 17,531,940 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| NEW ERA ENERGY & DIGITAL INC | COM | 64428N109 | 638,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NVIDIA CORPORATION | CALL | 67066G904 | 3,894,375 | 425,000 | SH | Call | SOLE | 425,000 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 60,027,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 79,580,550 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SHOULDER INNOVATIONS INC | COMMON STOCK | 82537J108 | 6,084,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | 6,801,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 11,947,056 | 43,923 | SH | SOLE | 43,923 | 0 | 0 | ||