Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	261	$166M	10.4%	—	—	CL A	084670108
MU	MICRON TECHNOLOGY INC	1,099,592	$130M	8.2%	—	—	COM	595112103
TLT	ISHARES TR	1,203,600	$114M	7.2%	—	—	20 YR TR BD ETF	464287432
TLT	ISHARES TR	1,200,000	$114M	7.1%	—	—	Call	464287432
GLD	SPDR GOLD TR	522,178	$107M	6.8%	—	—	GOLD SHS	78463V107
NVDA	NVIDIA CORPORATION	86,592	$78.24M	4.9%	—	—	COM	67066G104
BRK/B	BERKSHIRE HATHAWAY INC DEL	160,000	$67.28M	4.2%	—	—	Put	084670702
GLD	SPDR GOLD TR	300,000	$61.72M	3.9%	—	—	Put	78463V107
BRK/B	BERKSHIRE HATHAWAY INC DEL	128,105	$53.87M	3.4%	—	—	CL B NEW	084670702
MU	MICRON TECHNOLOGY INC	400,000	$47.16M	3.0%	—	—	Put	595112103
ON	ON SEMICONDUCTOR CORP	550,000	$40.45M	2.5%	—	—	Put	682189105
MU	MICRON TECHNOLOGY INC	330,000	$38.9M	2.4%	—	—	Call	595112103
COP	CONOCOPHILLIPS	305,119	$38.84M	2.4%	—	—	COM	20825C104
COST	COSTCO WHSL CORP NEW	50,746	$37.18M	2.3%	—	—	COM	22160K105
AMZN	AMAZON COM INC	178,980	$32.28M	2.0%	—	—	COM	023135106
CTVA	CORTEVA INC	550,000	$31.72M	2.0%	—	—	COM	22052L104
DXCM	DEXCOM INC	200,000	$27.74M	1.7%	—	—	Put	252131107
GOOGL	ALPHABET INC	165,880	$25.04M	1.6%	—	—	CAP STK CL A	02079K305
LAMR	LAMAR ADVERTISING CO NEW	205,753	$24.57M	1.5%	—	—	CL A	512816109
GDX	VANECK ETF TRUST	729,100	$23.05M	1.5%	—	—	GOLD MINERS ETF	92189F106
RHP	RYMAN HOSPITALITY PPTYS INC	199,195	$23.03M	1.4%	—	—	COM	78377T107
—	ARISTA NETWORKS INC	71,700	$20.79M	1.3%	—	—	COM	040413106
GLD	SPDR GOLD TR	100,000	$20.57M	1.3%	—	—	Call	78463V107
TSLA	TESLA INC	107,112	$18.83M	1.2%	—	—	COM	88160R101
—	WOLFSPEED INC	568,742	$16.78M	1.1%	—	—	COM	977852102
YELP	YELP INC	400,000	$15.76M	1.0%	—	—	Put	985817105
TJX	TJX COS INC NEW	150,923	$15.31M	1.0%	—	—	COM	872540109
PSA	PUBLIC STORAGE	52,700	$15.29M	1.0%	—	—	Put	74460D109
FCX	FREEPORT-MCMORAN INC	316,076	$14.86M	0.9%	—	—	CL B	35671D857
COST	COSTCO WHSL CORP NEW	17,000	$12.45M	0.8%	—	—	Put	22160K105
ON	ON SEMICONDUCTOR CORP	162,452	$11.95M	0.8%	—	—	COM	682189105
XBI	SPDR SER TR	125,000	$11.86M	0.7%	—	—	S&P BIOTECH	78464A870
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	200,000	$11M	0.7%	—	—	CL A	499049104
FE	FIRSTENERGY CORP	278,962	$10.77M	0.7%	—	—	COM	337932107
ATI	ATI INC	200,000	$10.23M	0.6%	—	—	COM	01741R102
WMT	WALMART INC	155,304	$9.345M	0.6%	—	—	COM	931142103
KMX	CARMAX INC	100,000	$8.711M	0.5%	—	—	COM	143130102
COUR	COURSERA INC	600,000	$8.412M	0.5%	—	—	COM	22266M104
RGNX	REGENXBIO INC	379,059	$7.987M	0.5%	—	—	COM	75901B107
GDX	VANECK ETF TRUST	250,000	$7.905M	0.5%	—	—	Call	92189F106
MPC	MARATHON PETE CORP	37,378	$7.532M	0.5%	—	—	COM	56585A102
TSLA	TESLA INC	40,000	$7.032M	0.4%	—	—	Put	88160R101
DASH	DOORDASH INC	50,000	$6.886M	0.4%	—	—	CL A	25809K105
COP	CONOCOPHILLIPS	50,000	$6.364M	0.4%	—	—	Call	20825C104
—	ARISTA NETWORKS INC	20,000	$5.8M	0.4%	—	—	Put	040413106
RRC	RANGE RES CORP	123,564	$4.254M	0.3%	—	—	COM	75281A109
—	HAWAIIAN HOLDINGS INC	300,000	$3.999M	0.3%	—	—	COM	419879101
CHTR	CHARTER COMMUNICATIONS INC N	13,000	$3.778M	0.2%	—	—	CL A	16119P108
GME	GAMESTOP CORP NEW	286,100	$3.582M	0.2%	—	—	Put	36467W109
RIVN	RIVIAN AUTOMOTIVE INC	300,000	$3.285M	0.2%	—	—	Put	76954A103
XBI	SPDR SER TR	20,000	$1.898M	0.1%	—	—	Call	78464A870
—	ASA GOLD AND PRECIOUS MTLS L	122,351	$1.879M	0.1%	—	—	SHS	G3156P103
VTRS	VIATRIS INC	100,000	$1.194M	0.1%	—	—	COM	92556V106
CHWY	CHEWY INC	58,479	$930K	0.1%	—	—	CL A	16679L109