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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INCPUT | $912.1M | 5000000 | 66.04% |
| 2 | NVIDIA CORPORATIONPUT | $186.6M | 1000000 | 13.51% |
| 3 | PFIZER INCCALL | $152.9M | 6000000 | 11.07% |
| 4 | HALLIBURTON COCALL | $61.5M | 2500000 | 4.45% |
| 5 | MOLINA HEALTHCARE INC | $23.9M | 125000 | 1.73% |
| 6 | LULULEMON ATHLETICA INC | $17.8M | 100000 | 1.29% |
| 7 | SLM CORP | $13.3M | 480054 | 0.96% |
| 8 | BRUKER CORP | $13.1M | 48334 | 0.95% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.