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
ADOBE SYS INC COM 00724F101 36,499 135,206 SH   SOLE   135,206 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 56,035 794,370 SH   SOLE   794,370 0 0
AMAZON COM INC COM 023135106 48,378 24,153 SH   SOLE   24,153 0 0
AUTODESK INC COM 052769106 23,300 149,251 SH   SOLE   149,251 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 640 2 SH   SOLE   2 0 0
CARVANA CO CL A 146869102 35,585 602,210 SH   SOLE   602,210 0 0
DISNEY WALT CO COM DISNEY 254687106 22,087 188,876 SH   SOLE   188,876 0 0
DOLLAR TREE INC COM 256746108 19,897 243,991 SH   SOLE   243,991 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 58,359 722,445 SH   SOLE   722,445 0 0
INTELSAT S A COM L5140P101 10,396 346,535 SH   SOLE   346,535 0 0
IQVIA HLDGS INC COM 46266C105 44,553 343,406 SH   SOLE   343,406 0 0
MARTIN MARIETTA MATLS INC COM 573284106 38,529 211,758 SH   SOLE   211,758 0 0
MICROSOFT CORP COM 594918104 40,707 355,927 SH   SOLE   355,927 0 0
PEPSICO INC COM 713448108 100,732 901,000 SH Call SOLE   901,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 28,228 217,241 SH   SOLE   217,241 0 0
SCHEIN HENRY INC COM 806407102 27,969 328,932 SH   SOLE   328,932 0 0
TELADOC HEALTH INC COM 87918A105 23,011 266,485 SH   SOLE   266,485 0 0
TEMPUR SEALY INTL INC COM 88023U101 66,326 1,253,805 SH   SOLE   1,253,805 0 0