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 | 400,683 | 2,060,277 | SH | SOLE | 2,060,277 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 13,943 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,620 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 289,156 | 248,670 | SH | SOLE | 248,670 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 579,540 | 26,000,000 | SH | SOLE | 26,000,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 594,665 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 840,568 | 14,669,607 | SH | SOLE | 14,669,607 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 232,570 | 1,394,306 | SH | SOLE | 1,394,306 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 97,243 | 2,731,556 | SH | SOLE | 2,731,556 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 232,797 | 1,292,456 | SH | SOLE | 1,292,456 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 24,815 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 74,810 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 412,167 | 2,613,450 | SH | SOLE | 2,613,450 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 160,421 | 1,098,776 | SH | SOLE | 1,098,776 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 460,610 | 1,522,425 | SH | SOLE | 1,522,425 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 65,575 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 208,365 | 5,205,211 | SH | SOLE | 5,205,211 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 48,163 | 813,843 | SH | SOLE | 813,843 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 707,219 | 5,014,312 | SH | SOLE | 5,014,312 | 0 | 0 | ||