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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CZR | CAESARS ENTERTAINMENT INC NE | 61.26% | 5,510,000 | $166,291,800 | 4,980,000 | 939.62% | $30.18 | 13F |
| ABVX | ABIVAX SA | 14.76% | 300,600 | $40,057,956 | 200,600 | 200.6% | $133.26 | 13F |
| ECHO | ECHOSTAR CORP | 7.52% | 201,200 | $20,421,800 | 31,000 | 18.21% | $101.5 | 13F |
| SMCI | SUPER MICRO COMPUTER INC (PRN) | 6.53% | 20,000,000 | $17,713,676 | 20,000,000 | New | $0.89 | 13F |
| SIMO | SILICON MOTION TECHNOLOGY CO | 4.63% | 37,705 | $12,568,208 | -414,869 | -91.67% | $333.33 | 13F |
| OPTU | Optimum Communications, Inc. | 4.46% | 11,206,225 | $12,102,723 | -2,893,775 | -20.52% | 13G | |
| GPN | GLOBAL PMTS INC (PRN) | 1.67% | 5,000,000 | $4,520,400 | 5,000,000 | New | $0.9 | 13F |
| ABVX | ABIVAX SA (Call) | 1.46% | 29,700 | $3,957,822 | No Change | $133.26 | 13F | |
| ECHO | ECHOSTAR CORP (Put) | 1.46% | 39,000 | $3,958,500 | No Change | $101.5 | 13F | |
| BA | BOEING CO (Call) | -40,000 | Exited | 13F | ||||
| RVMD | REVOLUTION MEDICINES INC (Call) | -100,000 | Exited | 13F |