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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 20,022 27,753 SH   SOLE   0 0 27,753
EBAY INC. COM 278642103 21,133 300,992 SH   SOLE   0 0 300,992
EQUITY COMWLTH COM SH BEN INT 294628102 8,613 328,741 SH   SOLE   0 0 328,741
FISERV INC COM 337738108 17,928 167,718 SH   SOLE   0 0 167,718
NIELSEN HLDGS PLC SHS EUR G6518L108 17,199 697,143 SH   SOLE   0 0 697,143
SEA LTD SPONSORD ADS 81141R100 17,067 62,151 SH   SOLE   0 0 62,151
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 100,759 2,746,244 SH   SOLE   0 0 2,746,244
SUNRUN INC COM 86771W105 18,876 338,412 SH   SOLE   0 0 338,412
TRANSDIGM GROUP INC COM 893641100 20,923 32,324 SH   SOLE   0 0 32,324
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 9,891 109,349 SH   SOLE   0 0 109,349
VISA INC COM CL A 92826C839 18,844 80,592 SH   SOLE   0 0 80,592
ISHARES TR GLOB UTILITS ETF 464288711 4,033 67,846 SH   SOLE   0 0 67,846
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 7,015 110,937 SH   SOLE   0 0 110,937
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 2,046 30,285 SH   SOLE   0 0 30,285
OCULAR THERAPEUTIX INC COM 67576A100 276 14,224 SH   SOLE   0 0 14,224
INARI MED INC COM 45332Y109 1,402 11,134 SH   SOLE   0 0 11,134
UPSTART HLDGS INC COM 91680M107 21,549 142,453 SH   SOLE   0 0 142,453
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 16,946 382,256 SH   SOLE   0 0 382,256
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 20,355 247,300 SH   SOLE   0 0 247,300
AMERICAN AIRLS GROUP INC COM 02376R102 36 1,719 SH   DFND   0 0 1,719
EQUITY COMWLTH COM SH BEN INT 294628102 5,960 227,491 SH   DFND   0 0 227,491