| Company | Ticker | CUSIP | Shares | Market Value ($) | Weight (%) | Actions |
|---|---|---|---|---|---|---|
| OWENS CORNING NEW | OC | 25,000 | $000.00 | 0.00% | ||
| NORFOLK SOUTHN CORP | NSC | 45,000 | $000.00 | 0.00% | ||
| ASML HOLDING N V | ASML | N07059210 | 80,000 | $47,092,800.00 | 0.00% | |
| WHIRLPOOL CORP | WHR | 90,000 | $000.00 | 0.00% | ||
| MOHAWK INDS INC | MHK | 95,000 | $000.00 | 0.00% | ||
| HCA HEALTHCARE INC | HCA | 117,198 | $000.00 | 0.00% | ||
| LAM RESEARCH CORP | LRCX | 512807108 | 118,000 | $75,212,400.00 | 0.00% | |
| MASCO CORP | MAS | 130,000 | $000.00 | 0.00% | ||
| UNITEDHEALTH GROUP INC | UNH | 91324P102 | 200,000 | $100,838,000.00 | 0.00% | |
| CHESAPEAKE ENERGY CORP | CHK | 165167735 | 203,000 | $17,504,700.00 | 0.00% | |
| GENERAL MTRS CO | GM | 265,000 | $000.00 | 0.00% | ||
| FMC CORP | FMC | 325,000 | $000.00 | 0.00% | ||
| UNITED PARCEL SERVICE INC | UPS | 500,000 | $000.00 | 0.00% | ||
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | 500,000 | $86,900,000.00 | 0.00% | |
| BAIDU INC | BIDU | 056752108 | 625,000 | $89,342,800.00 | 0.00% | |
| FEDEX CORP | FDX | 31428X106 | 650,000 | $172,198,000.00 | 0.00% | |
| MPLX LP | MPLX | 55336V100 | 660,000 | $6,485,300.00 | 0.00% | |
| PDD HOLDINGS INC | PDD | 722304102 | 775,000 | $137,298,000.00 | 0.00% | |
| NVIDIA CORPORATION | NVDA | 67066G104 | 790,000 | $445,864,992.00 | 0.00% | |
| QUALCOMM INC | QCOM | 747525103 | 1,000,000 | $144,378,000.00 | 0.00% |
Showing positions # 1 to
20 of 38