The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,869 22,476 SH   SOLE   0 0 22,476
EBAY INC. COM 278642103 15,538 309,215 SH   SOLE   0 0 309,215
EQUITY COMWLTH COM SH BEN INT 294628102 8,968 328,741 SH   SOLE   0 0 328,741
FISERV INC COM 337738108 14,348 126,020 SH   SOLE   0 0 126,020
GOODRX HLDGS INC COM CL A 38246G108 25,692 535,965 SH   SOLE   0 0 535,965
NIELSEN HLDGS PLC SHS EUR G6518L108 22,012 1,067,358 SH   SOLE   0 0 1,067,358
SEA LTD SPONSORD ADS 81141R100 25,218 126,690 SH   SOLE   0 0 126,690
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 74,896 2,540,593 SH   SOLE   0 0 2,540,593
TRANSDIGM GROUP INC COM 893641100 17,868 28,873 SH   SOLE   0 0 28,873
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 22,875 379,726 SH   SOLE   0 0 379,726
VISA INC COM CL A 92826C839 15,721 71,876 SH   SOLE   0 0 71,876
EQUITY COMWLTH COM SH BEN INT 294628102 6,206 227,491 SH   DFND   0 0 227,491
AMERICAN AIRLS GROUP INC COM 02376R102 27 1,719 SH   DFND   0 0 1,719
ISHARES TR GLOB UTILITS ETF 464288711 4,076 67,846 SH   SOLE   0 0 67,846
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4,092 111,919 SH   SOLE   0 0 111,919
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4,121 65,725 SH   SOLE   0 0 65,725
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 18,320 253,075 SH   SOLE   0 0 253,075
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4,010 45,467 SH   SOLE   0 0 45,467
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 5,295 160,759 SH   SOLE   0 0 160,759
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 235 19,573 SH   SOLE   0 0 19,573