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 | 651,630 | 3,021,002 | SH | SOLE | 3,021,002 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,144,677 | 5,306,800 | SH | Call | SOLE | 5,306,800 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 17,017 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 351,522 | 248,670 | SH | SOLE | 248,670 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 563,500 | 25,000,000 | SH | SOLE | 25,000,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 628,404 | 227,780 | SH | SOLE | 227,780 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 393,818 | 10,103,068 | SH | SOLE | 10,103,068 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 763,498 | 10,947,779 | SH | SOLE | 10,947,779 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 316,605 | 1,394,306 | SH | SOLE | 1,394,306 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 138,790 | 2,731,556 | SH | SOLE | 2,731,556 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 115,317 | 1,570,000 | SH | SOLE | 1,570,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 114,967 | 1,341,037 | SH | SOLE | 1,341,037 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 85,730 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 465,891 | 2,289,276 | SH | SOLE | 2,289,276 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 291,359 | 947,695 | SH | SOLE | 947,695 | 0 | 0 | ||
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 761,406 | 12,356,480 | SH | SOLE | 12,356,480 | 0 | 0 | ||
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 71,787 | 1,165,000 | SH | Call | SOLE | 1,165,000 | 0 | 0 | |
| SONY CORP | SPONSORED ADR | 835699307 | 178,658 | 2,584,383 | SH | SOLE | 2,584,383 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 103,695 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 565,322 | 3,343,715 | SH | SOLE | 3,343,715 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 89,667 | 1,031,718 | SH | SOLE | 1,031,718 | 0 | 0 | ||