The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 577,902 | 3,410,460 | SH | SOLE | 3,410,460 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 392,803 | 362,766 | SH | SOLE | 362,766 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 27,070 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 268,790 | 248,670 | SH | SOLE | 248,670 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 511,350 | 21,000,000 | SH | SOLE | 21,000,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 112,444 | 2,503,762 | SH | SOLE | 2,503,762 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 33,337 | 1,119,821 | SH | SOLE | 1,119,821 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 47,226 | 239,800 | SH | SOLE | 239,800 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 212,423 | 2,790,996 | SH | SOLE | 2,790,996 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 300,955 | 3,079,137 | SH | SOLE | 3,079,137 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 125,056 | 665,759 | SH | SOLE | 665,759 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 129,195 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 679,864 | 4,846,132 | SH | SOLE | 4,846,132 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 140,290 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| NORFOLK SOUTHERN CORP | COM | 655844108 | 247,737 | 1,242,850 | SH | SOLE | 1,242,850 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 585,733 | 6,000,746 | SH | SOLE | 6,000,746 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 196,674 | 2,952,624 | SH | SOLE | 2,952,624 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 280,383 | 1,612,506 | SH | SOLE | 1,612,506 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 86,940 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| SONY CORP | SPONSORED ADR | 835699307 | 200,753 | 3,831,895 | SH | SOLE | 3,831,895 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 730,567 | 4,320,067 | SH | SOLE | 4,320,067 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 693,997 | 5,330,237 | SH | SOLE | 5,330,237 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 79,923 | 562,439 | SH | SOLE | 562,439 | 0 | 0 | ||