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
ALPHABET INC CAP STK CL A 02079K305 11,897 4,450 SH   OTR 1,2 4,450 0 0
ALTIMETER GROWTH CORP CL A G0370L108 8,433 825,121 SH   OTR 1,2 825,121 0 0
AMAZON COM INC COM 023135106 70,251 21,385 SH   OTR 1,2 21,385 0 0
ANAPLAN INC COM 03272L108 11,425 187,639 SH   OTR 1,2 187,639 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103869 578 39,250 SH   OTR 1,2 39,250 0 0
AT&T INC COM 00206R102 2,782 103,000 SH   OTR 1,2 103,000 0 0
BOEING CO COM 097023105 30,458 138,484 SH   OTR 1,2 138,484 0 0
CARIBOU BIOSCIENCES INC COM 142038108 597 25,000 SH   OTR 1,2 25,000 0 0
CF INDS HLDGS INC COM 125269100 36,018 645,249 SH   OTR 1,2 645,249 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 7,210 441,258 SH   OTR 1,2 441,258 0 0
FACEBOOK INC CL A 30303M102 52,674 155,202 SH   OTR 1,2 155,202 0 0
HCA HEALTHCARE INC COM 40412C101 29,059 119,721 SH   OTR 1,2 119,721 0 0
HUMANA INC COM 444859102 54,770 140,742 SH   OTR 1,2 140,742 0 0
MARRIOTT INTL INC NEW CL A 571903202 44,285 299,040 SH   OTR 1,2 299,040 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,032 60,492 SH   OTR 1,2 60,492 0 0
MICROSOFT CORP COM 594918104 25,820 91,588 SH   OTR 1,2 91,588 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 16,160 605,000 SH   OTR 1,2 605,000 0 0
OUTFRONT MEDIA INC COM 69007J106 6,487 257,423 SH   OTR 1,2 257,423 0 0
OWLET INC *W EXP 09/14/202 69120X115 190 202,247 SH   OTR 1,2 202,247 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 61,514 691,552 SH   OTR 1,2 691,552 0 0
SEA LTD SPONSORED ADS 81141R100 53,190 166,882 SH   OTR 1,2 166,882 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 20,630 1,840,290 SH   OTR 1,2 1,840,290 0 0
SERVICENOW INC COM 81762P102 26,585 42,723 SH   OTR 1,2 42,723 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 43,395 1,494,431 SH   OTR 1,2 1,494,431 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 12,662 286,532 SH   OTR 1,2 286,532 0 0
TRANSDIGM GROUP INC COM 893641100 10,462 16,750 SH   OTR 1,2 16,750 0 0
UBER TECHNOLOGIES INC COM 90353T100 47,389 1,057,800 SH   OTR 1,2 1,057,800 0 0
UNITED RENTALS INC COM 911363109 27,823 79,285 SH   OTR 1,2 79,285 0 0
UNITEDHEALTH GROUP INC COM 91324P102 25,651 65,648 SH   OTR 1,2 65,648 0 0
WORKDAY INC CL A 98138H101 4,623 18,500 SH   OTR 1,2 18,500 0 0
AMAZON COM INC COM 023135106 5,913 1,800 SH Call OTR 1,2 1,800 0 0
GENERAL MTRS CO COM 37045V100 11,596 220,000 SH Call OTR 1,2 220,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 392,449 914,500 SH Call OTR 1,2 914,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,658 37,000 SH Call OTR 1,2 37,000 0 0