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 12,249 4,228 SH   OTR 1,2 4,228 0 0
AMAZON COM INC COM 023135106 68,937 20,675 SH   OTR 1,2 20,675 0 0
ANAPLAN INC COM 03272L108 2,893 63,104 SH   OTR 1,2 63,104 0 0
AT&T INC COM 00206R102 2,534 103,000 SH   OTR 1,2 103,000 0 0
BOEING CO COM 097023105 26,380 131,034 SH   OTR 1,2 131,034 0 0
BOOKING HOLDINGS INC COM 09857L108 5,038 2,100 SH   OTR 1,2 2,100 0 0
CF INDS HLDGS INC COM 125269100 40,874 577,486 SH   OTR 1,2 577,486 0 0
GRAB HOLDINGS LIMITED CL A ORD G4124C109 6,306 884,487 SH   OTR 1,2 884,487 0 0
HUMANA INC COM 444859102 63,673 137,267 SH   OTR 1,2 137,267 0 0
MARRIOTT INTL INC NEW CL A 571903202 56,301 340,723 SH   OTR 1,2 340,723 0 0
MASTERCARD INCORPORATED CL A 57636Q104 28,035 78,022 SH   OTR 1,2 78,022 0 0
META PLATFORMS INC CLA 30303M102 28,257 84,011 SH   OTR 1,2 84,011 0 0
MICROSOFT CORP COM 594918104 24,219 72,012 SH   OTR 1,2 72,012 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 17,140 826,400 SH   OTR 1,2 826,400 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 56,610 736,153 SH   OTR 1,2 736,153 0 0
SEA LTD SPONSORED ADS 81141R100 29,356 131,222 SH   OTR 1,2 131,222 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 14,877 1,692,441 SH   OTR 1,2 1,692,441 0 0
SERVICENOW INC COM 81762P102 18,031 27,778 SH   OTR 1,2 27,778 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 41,755 1,374,369 SH   OTR 1,2 1,374,369 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 11,729 272,206 SH   OTR 1,2 272,206 0 0
TRANSDIGM GROUP INC COM 893641100 15,303 24,050 SH   OTR 1,2 24,050 0 0
UBER TECHNOLOGIES INC COM 90353T100 44,739 1,067,003 SH   OTR 1,2 1,067,003 0 0
UNITED RENTALS INC COM 911363109 20,140 60,609 SH   OTR 1,2 60,609 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,421 18,761 SH   OTR 1,2 18,761 0 0
WORKDAY INC CL A 98138H101 3,961 14,500 SH   OTR 1,2 14,500 0 0