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 |
| ADOBE INC | COM | 00724F101 | 144,842 | 439,169 | SH | SOLE | 439,169 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 144,654 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 153,376 | 5,609,954 | SH | SOLE | 5,609,954 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 218,259 | 670,000 | SH | Call | SOLE | 670,000 | 0 | 0 | |
| BOEING CO | COM | 097023105 | 118,902 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 125,508 | 1,431,594 | SH | SOLE | 1,431,594 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 130,147 | 268,300 | SH | SOLE | 268,300 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 127,941 | 884,610 | SH | SOLE | 884,610 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 138,705 | 1,474,805 | SH | SOLE | 1,474,805 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 269,318 | 1,936,283 | SH | SOLE | 1,936,283 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 188,109 | 653,792 | SH | SOLE | 653,792 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 144,405 | 791,000 | SH | SOLE | 791,000 | 0 | 0 | ||
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 136,901 | 691,875 | SH | SOLE | 691,875 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 149,359 | 1,247,150 | SH | SOLE | 1,247,150 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 137,338 | 870,880 | SH | SOLE | 870,880 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 96,084 | 2,986,773 | SH | SOLE | 2,986,773 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 146,225 | 753,234 | SH | SOLE | 753,234 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 104,247 | 2,025,000 | SH | SOLE | 2,025,000 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 170,742 | 777,020 | SH | SOLE | 777,020 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 96,261 | 721,000 | SH | SOLE | 721,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 152,609 | 938,325 | SH | SOLE | 938,325 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 116,871 | 3,929,765 | SH | SOLE | 3,929,765 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 151,282 | 1,050,645 | SH | SOLE | 1,050,645 | 0 | 0 | ||