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
AIR LEASE CORP USD0.01 COM 00912x302 47,995 1,010,000 SH   SOLE   996,000 0 14,000
ALPHABET INC CAP STK CLA COM 02079k305 10,447 7,800 SH   SOLE   7,800 0 0
ALTERYX INC COM CL A COM 02156b103 5,403 54,000 SH   SOLE   54,000 0 0
AMAZON.COM INC COM 023135106 25,500 13,800 SH   SOLE   13,800 0 0
AMERICAN AIRLINES GROUPINC COM COM 02376r102 24,234 845,000 SH   SOLE   835,000 0 10,000
ANAPLAN INC COM COM 03272l108 4,679 89,300 SH   SOLE   89,300 0 0
ATHENE HOLDING LTD COM g0684d107 26,581 565,200 SH   SOLE   560,000 0 5,200
ATLASSIAN CORPORATIONPLC COM U COM g06242104 7,340 61,000 SH   SOLE   61,000 0 0
BARRICK GOLD CORP COMNPV ISIN# COM 067901108 9,295 500,000 SH   SOLE   500,000 0 0
BERKSHIRE HATHAWAY INCCOM USD0 COM 084670702 16,987 75,000 SH   SOLE   75,000 0 0
CABOT MICROELECTRONICS CORPCOM COM 12709p103 822 5,700 SH   SOLE   5,700 0 0
CANOPY GROWTH CORPORATIONCOM N COM 138035100 527 25,000 SH   SOLE   25,000 0 0
CAREDX INC COM COM 14167l103 1,764 81,800 SH   SOLE   81,800 0 0
CARMAX INC COM 143130102 876 10,000 SH   SOLE   10,000 0 0
CISCO SYS INC COM COM 17275r102 5,860 122,200 SH   SOLE   122,200 0 0
CME GROUP INC COM COM 12572q105 10,638 53,000 SH   SOLE   53,000 0 0
CONSTELLATION PHARMCETICLSINC COM 210373106 610 12,959 SH   SOLE   12,959 0 0
CROWDSTRIKE HLDGS INCCL A WHEN COM 22788c105 9,076 182,000 SH   SOLE   182,000 0 0
CROWN HLDGS INC COM COM 228368106 6,528 90,000 SH   SOLE   90,000 0 0
EVEREST RE GROUP LTD COM COM g3223r108 8,305 30,000 SH   SOLE   30,000 0 0
FEDEX CORP COM USD0.10 COM 31428x106 9,526 63,000 SH   SOLE   63,000 0 0
FIDELITY NATL INFORMATIONSERVI COM 31620m106 10,153 73,000 SH   SOLE   73,000 0 0
FLEXION THERAPEUTICS INCCOM COM 33938j106 7,038 340,000 SH   SOLE   340,000 0 0
GCI LIBERTY INC COM CLASSA COM 36164v305 6,241 88,100 SH   SOLE   88,100 0 0
GRACO INC COM 384109104 7,779 149,600 SH   SOLE   149,600 0 0
HARSCO CORP COM 415864107 483 21,000 SH   SOLE   21,000 0 0
HEICO CORP COM 422806109 12,271 107,500 SH   SOLE   107,500 0 0
HOME DEPOT INC COM COM 437076102 6,551 30,000 SH   SOLE   30,000 0 0
ISHARES SILVER TR ISHARES COM 46428q109 5,838 350,000 SH   SOLE   350,000 0 0
LENNOX INTERNATIONAL INCCOM US COM 526107107 13,194 54,084 SH   SOLE   54,084 0 0
LIBERTY BROADBAND CORP CL A COM 530307107 2,242 18,000 SH   SOLE   18,000 0 0
LIBERTY BROADBAND CORP CL C COM 530307305 4,527 36,000 SH   SOLE   36,000 0 0
LIBERTY MEDIA BRAVES GRP C COM 531229888 725 24,553 SH   SOLE   24,553 0 0
LIBERTY MEDIA CORP SIRIUSXM A COM 531229409 7,541 156,000 SH   SOLE   156,000 0 0
LIBERTY MEDIA CORP SIRIUSXM C COM 531229607 11,084 230,250 SH   SOLE   224,000 0 6,250
MASTERCARD INC CL A COM 57636q104 2,687 9,000 SH   SOLE   9,000 0 0
MICROSOFT CORP COM 594918104 15,296 97,000 SH   SOLE   97,000 0 0
MONGODB INC CL A COM 60937p106 6,211 47,200 SH   SOLE   47,200 0 0
NETFLIX INC COM COM 64110l106 4,853 15,000 SH   SOLE   15,000 0 0
NEXSTAR MEDIA GROUP INCCL A COM 65336k103 10,740 91,600 SH   SOLE   90,000 0 1,600
OXFORD LANE CAPITAL CORP COM 691543102 1,632 200,000 SH   SOLE   200,000 0 0
OXFORD SQUARE CAP CORPCOM COM 69181v107 843 155,000 SH   SOLE   155,000 0 0
PAYPAL HLDGS INC COM COM 70450y103 1,622 15,000 SH   SOLE   15,000 0 0
RINGCENTRAL INC-CLASSA COM 76680r206 8,635 51,200 SH   SOLE   51,200 0 0
SEA LIMITED ADS EACH REPONE CL COM 81141r100 7,601 189,000 SH   SOLE   189,000 0 0
SINCLAIR BROADCAST GROUPINC CL COM 829226109 9,721 291,600 SH   SOLE   286,400 0 5,200
SLACK TECHNOLOGIES INCCOM CL A COM 83088v102 12,184 542,000 SH   SOLE   542,000 0 0
SPX CORP COM USD10 COM 784635104 36,453 716,444 SH   SOLE   716,444 0 0
TRILOGY METALS INC NEWCOM NPV COM 89621c105 34,043 13,093,262 SH   SOLE   13,027,662 0 65,600
UNION PACIFIC CORP COM COM 907818108 15,005 83,000 SH   SOLE   83,000 0 0
UNITED RENTALS INC COM 911363109 1,050 6,300 SH   SOLE   6,300 0 0
USA TECHNOLOGIES INC COM COM 90328s500 733 99,100 SH   SOLE   99,100 0 0
VANECK VECTORS ETF TRUSTGOLD M COM 92189f106 2,430 83,000 SH   SOLE   83,000 0 0
VENATOR MATERIALS PLCCOM USD0. COM g9329z100 469 122,584 SH   SOLE   122,584 0 0
VONAGE HLDGS CORP COM COM 92886t201 2,796 377,330 SH   SOLE   377,330 0 0
WASTE CONNECTIONS INC(CA) COM COM 94106b101 9,033 99,500 SH   SOLE   99,500 0 0
WHEATON PRECIOUS METALSCORP CO COM 962879102 2,380 80,000 SH   SOLE   80,000 0 0
WILLSCOT CORP COM COM 971375126 25,845 1,397,800 SH   SOLE   1,396,800 0 1,000
WORKDAY INC COM USD0.001CL A COM 98138h101 7,679 46,699 SH   SOLE   46,699 0 0
WPX ENERGY INC COM USD1 COM 98212b103 19,175 1,395,626 SH   SOLE   1,395,626 0 0
ZOOM VIDEO COMMUNICATIONSINC C COM 98980l101 1,769 26,000 SH   SOLE   26,000 0 0
CALL (AAL) AMERICAN AIRLINES J CALL 4172829ki 212 14,192 SH   SOLE   14,192 0 0