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
ABBOTT LABS COM 002824100 5,658 40,200 SH Call SOLE   40,200 0 0
ABBOTT LABS COM 002824100 54,056 384,085 SH   SOLE   384,085 0 0
ALPHABET INC CAP STK CL A 02079K305 79,393 27,405 SH   SOLE   27,405 0 0
AMAZON COM INC COM 023135106 68,197 20,453 SH   SOLE   20,453 0 0
AMERICAN TOWER CORP NEW COM 03027X100 878 3,000 SH Call SOLE   3,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 15,356 52,500 SH Put SOLE   52,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 72,601 248,208 SH   SOLE   248,208 0 0
ANTHEM INC COM 036752103 39,633 85,500 SH Call SOLE   85,500 0 0
ANTHEM INC COM 036752103 75,347 162,548 SH   SOLE   162,548 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 25,560 352,890 SH   SOLE   352,890 0 0
APPLE INC COM 037833100 35,603 200,500 SH Put SOLE   200,500 0 0
APPLE INC COM 037833100 56,157 316,255 SH   SOLE   316,255 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 23,434 52 SH   SOLE   52 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 35,873 119,977 SH   SOLE   119,977 0 0
BOSTON SCIENTIFIC CORP COM 101137107 807 19,000 SH Call SOLE   19,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 88,131 2,074,647 SH   SOLE   2,074,647 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 20,529 219,494 SH   SOLE   219,494 0 0
CANADIAN NATL RY CO COM 136375102 21,356 173,820 SH   SOLE   173,820 0 0
CANADIAN PAC RY LTD COM 13645T100 69,733 969,322 SH   SOLE   969,322 0 0
COSTAR GROUP INC COM 22160N109 20,949 265,073 SH   SOLE   265,073 0 0
DISNEY WALT CO COM 254687106 25,743 166,200 SH Call SOLE   166,200 0 0
DISNEY WALT CO COM 254687106 46,135 297,859 SH   SOLE   297,859 0 0
ELEMENT SOLUTIONS INC COM 28618M106 64,715 2,665,377 SH   SOLE   2,665,377 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 10,405 27,200 SH Call SOLE   27,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 62,871 164,348 SH   SOLE   164,348 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 518 31,440 SH   SOLE   31,440 0 0
HONEYWELL INTL INC COM 438516106 2,502 12,000 SH Call SOLE   12,000 0 0
HONEYWELL INTL INC COM 438516106 62,311 298,840 SH   SOLE   298,840 0 0
JPMORGAN CHASE & CO COM 46625H100 50,773 320,636 SH   SOLE   320,636 0 0
LINDE PLC SHS G5494J103 164,810 475,737 SH   SOLE   475,737 0 0
MICROSOFT CORP COM 594918104 20,381 60,600 SH Put SOLE   60,600 0 0
MICROSOFT CORP COM 594918104 70,146 208,569 SH   SOLE   208,569 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 49,070 4,686,731 SH   SOLE   4,686,731 0 0
PAYPAL HLDGS INC COM 70450Y103 20,310 107,697 SH   SOLE   107,697 0 0
PAYPAL HLDGS INC COM 70450Y103 25,873 137,200 SH Call SOLE   137,200 0 0
PEGASYSTEMS INC COM 705573103 44,928 401,787 SH   SOLE   401,787 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 20,882 1,058,931 SH   SOLE   1,058,931 0 0
S&P GLOBAL INC COM 78409V104 48,858 103,528 SH   SOLE   103,528 0 0
SALESFORCE COM INC COM 79466L302 55,058 216,652 SH   SOLE   216,652 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105 7,356 683,037 SH   SOLE   683,037 0 0
SUNCOR ENERGY INC NEW COM 867224107 58,628 2,342,312 SH   SOLE   2,342,312 0 0
UNITEDHEALTH GROUP INC COM 91324P102 27,216 54,200 SH Call SOLE   54,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102 39,175 78,016 SH   SOLE   78,016 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 65,534 2,624,491 SH   SOLE   2,624,491 0 0
VISA INC COM CL A 92826C839 14,715 67,900 SH Call SOLE   67,900 0 0
VISA INC COM CL A 92826C839 62,453 288,186 SH   SOLE   288,186 0 0
WASTE MGMT INC DEL COM 94106L109 70,272 421,041 SH   SOLE   421,041 0 0