Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting CONSTELLATION ENERGY CORP,,,Sell,21037T109,206794427.0,2398729.0,15.34 ALPHABET INC,GOOG,cap stk cl c, ,02079K107,177016350.0,1995000.0,13.131 AMAZON COM INC,AMZN,,Buy,023135106,126000000.0,1500000.0,9.346 MACYS INC,M,,Sell,55616P104,122867500.0,5950000.0,9.114 ENERGY TRANSFER L P,ET,, ,29273V100,121114714.0,10203430.0,8.984 EQT CORP,EQT,,Buy,26884L109,86266500.0,2550000.0,6.399 UNITEDHEALTH GROUP INC,UNH,, ,91324P102,79527000.0,150000.0,5.899 META PLATFORMS INC,FB,cl a,Sell,30303M102,69195500.0,575000.0,5.133 MICROSOFT CORP,MSFT,, ,594918104,56357700.0,235000.0,4.18 HCA HEALTHCARE INC,HCA,,Buy,40412C101,43792700.0,182500.0,3.248 SALESFORCE INC,CRM,,Buy,79466L302,39777000.0,300000.0,2.951 ANTERO RESOURCES CORP,AR,, ,03674X106,38737500.0,1250000.0,2.873 UBER TECHNOLOGIES INC,UBER,,Buy,90353T100,30294250.0,1225000.0,2.247 DISNEY WALT CO,DIS,,New,254687106,26064000.0,300000.0,1.933 CHESAPEAKE ENERGY CORP,CHK,,Buy,165167735,23880800.0,253055.0,1.771 CHESAPEAKE ENERGY CORP,CHKEZ,*w exp 02/09/202,Sell,165167172,19631250.0,250000.0,1.456 CAESARS ENTERTAINMENT INC NE,CZR,,New,12769G100,17680000.0,425000.0,1.311 ENTERPRISE PRODS PARTNERS L,EPD,,Sell,293792107,12493678.0,517980.0,0.927 CHESAPEAKE ENERGY CORP,CHKEL,*w exp 02/09/202,Sell,165167180,11604000.0,150000.0,0.861 SYSCO CORP,SYY,,Sell,871829107,11467500.0,150000.0,0.851 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Buy,01609W102,8809000.0,100000.0,0.653 ALPS ETF TR,AMLP,alerian mlp,Sell,00162Q452,7766280.0,204000.0,0.576 MPLX LP,MPLX,, ,55336V100,6315953.0,192325.0,0.469 APTIV PLC,APTV,,New,G6095L109,4656500.0,50000.0,0.345 MOSAIC CO NEW,MOS,,Exit,61945C103,0.0,-125000.0,-0.444