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 44,376 15,955 SH   SOLE   15,955 0 0
AMAZON COM INC COM 023135106 40,694 12,483 SH   SOLE   12,483 0 0
AMERICAN TOWER CORP NEW COM 03027X100 12,561 50,000 SH   SOLE   50,000 0 0
ANTHEM INC COM 036752103 31,929 65,000 SH   SOLE   65,000 0 0
APPLE INC COM 037833100 49,415 283,000 SH   SOLE   283,000 0 0
AUTODESK INC COM 052769106 4,716 22,000 SH   SOLE   22,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,763 166,510 SH   SOLE   166,510 0 0
BK OF AMERICA CORP COM 060505104 10,305 250,000 SH   SOLE   250,000 0 0
BLACK KNIGHT INC COM 09215C105 1,218 21,000 SH   SOLE   21,000 0 0
BLACKSTONE INC COM 09260D107 24,119 190,000 SH   SOLE   190,000 0 0
BLOCK INC CL A 852234103 9,492 70,000 SH   SOLE   70,000 0 0
BOSTON PROPERTIES INC COM 101121101 10,690 83,000 SH   SOLE   83,000 0 0
CANADIAN NATL RY CO COM 136375102 14,152 105,500 SH   SOLE   105,500 0 0
CAPITAL ONE FINL CORP COM 14040H105 9,715 74,000 SH   SOLE   74,000 0 0
COMCAST CORP NEW CL A 20030N101 14,327 306,000 SH   SOLE   306,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,050 8,900 SH   SOLE   8,900 0 0
COSTAR GROUP INC COM 22160N109 12,056 181,000 SH   SOLE   181,000 0 0
DISNEY WALT CO COM 254687106 13,922 101,500 SH   SOLE   101,500 0 0
EQUINIX INC COM 29444U700 22,100 29,800 SH   SOLE   29,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,442 50,000 SH   SOLE   50,000 0 0
FISERV INC COM 337738108 22,612 223,000 SH   SOLE   223,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 5,421 35,727 SH   SOLE   35,727 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 1,103 11,000 SH   SOLE   11,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 21,213 156,760 SH   SOLE   156,760 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 1,131 24,723 SH   SOLE   24,723 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 19,528 166,000 SH   SOLE   166,000 0 0
LOCKHEED MARTIN CORP COM 539830109 17,877 40,500 SH   SOLE   40,500 0 0
LOWES COS INC COM 548661107 25,274 125,000 SH   SOLE   125,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 25,746 72,040 SH   SOLE   72,040 0 0
MATCH GROUP INC NEW COM 57667L107 1,957 18,000 SH   SOLE   18,000 0 0
META PLATFORMS INC CL A 30303M102 15,098 67,900 SH   SOLE   67,900 0 0
MICROSOFT CORP COM 594918104 32,989 107,000 SH   SOLE   107,000 0 0
MONGODB INC CL A 60937P106 7,408 16,700 SH   SOLE   16,700 0 0
MSCI INC COM 55354G100 1,042 2,073 SH   SOLE   2,073 0 0
NIKE INC CL B 654106103 13,402 99,600 SH   SOLE   99,600 0 0
NVR INC COM 62944T105 16,824 3,766 SH   SOLE   3,766 0 0
OKTA INC CL A 679295105 1,978 13,100 SH   SOLE   13,100 0 0
ORACLE CORP COM 68389X105 6,627 80,100 SH   SOLE   80,100 0 0
PAYPAL HLDGS INC COM 70450Y103 1,272 11,000 SH   SOLE   11,000 0 0
REDFIN CORP COM 75737F108 2,255 125,000 SH   SOLE   125,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,996 5,800 SH   SOLE   5,800 0 0
SERVICENOW INC COM 81762P102 10,024 18,000 SH   SOLE   18,000 0 0
SNAP INC CL A 83304A106 360 10,000 SH   SOLE   10,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,969 42,000 SH   SOLE   42,000 0 0
SYSCO CORP COM 871829107 10,084 123,500 SH   SOLE   123,500 0 0
TESLA INC COM 88160R101 8,621 8,000 SH   SOLE   8,000 0 0
THE TRADE DESK INC COM CL A 88339J105 1,177 17,000 SH   SOLE   17,000 0 0
TRANSDIGM GROUP INC COM 893641100 16,354 25,100 SH   SOLE   25,100 0 0
TRANSUNION COM 89400J107 12,091 117,000 SH   SOLE   117,000 0 0
UNION PAC CORP COM 907818108 21,857 80,000 SH   SOLE   80,000 0 0
VISA INC COM CL A 92826C839 22,523 101,560 SH   SOLE   101,560 0 0
XPO LOGISTICS INC COM 983793100 1,092 15,000 SH   SOLE   15,000 0 0