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

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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
ALPHABET INC CAP STK CL C 02079K107 662,783 248,670 SH   SOLE   248,670 0 0
ALPHABET INC CAP STK CL A 02079K305 110,735 41,419 SH   SOLE   41,419 0 0
ALTC ACQUISITION CORP COM CL A 02156V109 19,660 2,000,000 SH   SOLE   2,000,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 9,893 1,000,308 SH   SOLE   1,000,308 0 0
AMAZON COM INC COM 023135106 789,701 240,393 SH   SOLE   240,393 0 0
ANALOG DEVICES INC COM 032654105 486,122 2,902,569 SH   SOLE   2,902,569 0 0
ANGEL POND HOLDINGS CORP SHS CL A G0447J102 11,592 1,200,000 SH   SOLE   1,200,000 0 0
ANGEL POND HOLDINGS CORP *W EXP 99/99/999 G0447J128 52 65,930 SH   SOLE   65,930 0 0
BIG SKY GROWTH PARTNERS INC CLASS A COM 08954L102 11,736 1,200,000 SH   SOLE   1,200,000 0 0
BLACK KNIGHT INC COM 09215C105 22,287 309,536 SH   SOLE   309,536 0 0
CATALYST PARTNRS ACQUISITN C CLASS A ORD SHS G19550105 11,676 1,200,000 SH   SOLE   1,200,000 0 0
CSX CORP COM 126408103 1,176,886 39,572,504 SH   SOLE   39,572,504 0 0
DRAGONEER GROWTH OPT CORP II CL A SHS G28315102 19,600 2,000,000 SH   SOLE   2,000,000 0 0
FACEBOOK INC CL A 30303M102 739,646 2,179,340 SH   SOLE   2,179,340 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 483,014 3,969,543 SH   SOLE   3,969,543 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 10,488 1,076,759 SH   SOLE   1,076,759 0 0
IHS MARKIT LTD SHS G47567105 255,244 2,188,681 SH   SOLE   2,188,681 0 0
KHOSLA VENTURES ACQUSTN CO I COM CL A 482505104 21,333 2,095,588 SH   SOLE   2,095,588 0 0
KHOSLA VENTURES ACQUT CO III COM CL A 482506102 22,311 2,276,601 SH   SOLE   2,276,601 0 0
KKR ACQUISITION HOLDING I CO COM CLASS A 48253T109 24,375 2,500,000 SH   SOLE   2,500,000 0 0
LEAD EDGE GROWTH OPRTUNTS LT COM G54085108 14,406 1,470,000 SH   SOLE   1,470,000 0 0
LERER HIPPEAU ACQUISITION CO CL A 526749106 14,610 1,500,000 SH   SOLE   1,500,000 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 17,280 1,500,000 SH   SOLE   1,500,000 0 0
LIBERTY MEDIA ACQUISITION CO COM SR A 53073L104 7,854 779,130 SH   SOLE   779,130 0 0
LONGVIEW ACQUISITION CORP II COM CL A 54319Q105 24,725 2,500,000 SH   SOLE   2,500,000 0 0
LOWES COS INC COM 548661107 936,732 4,617,627 SH   SOLE   4,617,627 0 0
MASTERCARD INCORPORATED CL A 57636Q104 310,412 892,810 SH   SOLE   892,810 0 0
MICROSOFT CORP COM 594918104 1,846,319 6,549,087 SH   SOLE   6,549,087 0 0
MONEYLION INC CL A 60938K106 28,260 4,500,000 SH   SOLE   4,500,000 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 19,560 2,000,000 SH   SOLE   2,000,000 0 0
NETFLIX INC COM 64110L106 371,972 609,450 SH   SOLE   609,450 0 0
NORTHERN STAR INVSTMNT CORP COM CLASS A 66573W107 39,323 3,960,000 SH   SOLE   3,960,000 0 0
PLANET FITNESS INC CL A 72703H101 251,049 3,196,044 SH   SOLE   3,196,044 0 0
ROCKET LAB USA INC COM 773122106 26,915 1,750,000 SH   SOLE   1,750,000 0 0
S&P GLOBAL INC COM 78409V104 40,782 95,983 SH   SOLE   95,983 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 14,023 1,430,876 SH   SOLE   1,430,876 0 0
TIO TECH A CLASS A ORD SHS G8T10C106 15,472 1,600,000 SH   SOLE   1,600,000 0 0
TPB ACQUISITION CORP I UNIT 08/09/2026 G8990L119 8,683 873,250 SH   SOLE   873,250 0 0
TWITTER INC COM 90184L102 344,508 5,704,718 SH   SOLE   5,704,718 0 0
UNION PAC CORP COM 907818108 1,071,262 5,465,343 SH   SOLE   5,465,343 0 0
VISA INC COM CL A 92826C839 198,792 892,443 SH   SOLE   892,443 0 0
WABTEC COM 929740108 185,687 2,153,886 SH   SOLE   2,153,886 0 0