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| Name | Ticker | Class | Shares | Change | Value | Change | Date |
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MICROSOFT CORP
| MSFT | Common | 1,520,000 | 470,000 | 517,620,800,000 | 214,905,800,000 | 06/30/2023 |
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JACOBS SOLUTIONS INC.
| J | COM | 1,354,982 | 1,169,217 | 161,093,810,000 | 139,264,565,000 | 06/30/2023 |
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DENBURY INC
| DEN | Common | 1,675,000 | 1,425,000 | 144,485,500,000 | 122,578,000,000 | 06/30/2023 |
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Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 2,950,000 | 1,623,550 | 245,882,500,000 | 110,345,839,000 | 06/30/2023 |
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DuPont de Nemours, Inc.
| DD | Common Stock | 4,600,000 | 600,000 | 328,624,000,000 | 41,544,000,000 | 06/30/2023 |
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WESCO INTERNATIONAL INC
| WCC | Common | 625,000 | 152,032 | 111,912,500,000 | 38,820,025,000 | 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 1,200,000 | 200,000 | 136,692,000,000 | 38,682,000,000 | 06/30/2023 |
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Vistra Corp.
| VST | Common | 3,318,600 | 1,203,600 | 87,113,250,000 | 36,353,250,000 | 06/30/2023 |
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HERTZ GLOBAL HOLDINGS, INC
| HTZZ | COM | 7,319,727 | 969,727 | 134,609,780,000 | 31,168,280,000 | 06/30/2023 |
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MICRON TECHNOLOGY INC
| MU | Common | 1,550,000 | 350,000 | 97,636,825,000 | 25,374,865,000 | 06/30/2023 |
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Bath & Body Works, Inc.
| BBWI | COM | 13,850,000 | 98,900 | 519,375,000,000 | 16,359,762,000 | 06/30/2023 |
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INTERNATIONAL FLAVORS & FRAGRANCES INC
| IFF | Common | 2,650,000 | 100,000 | 210,913,500,000 | -23,584,500,000 | 06/30/2023 |
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