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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 5,655 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,415 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 19,096 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 13,531 | 11,532 | SH | SOLE | 11,532 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 2,594 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,060 | 5,088 | SH | SOLE | 5,088 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 16,200 | 82,207 | SH | SOLE | 82,207 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 2,703 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 1,773 | 54,554 | SH | SOLE | 54,554 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 8,796 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 1,181 | 19,497 | SH | SOLE | 19,497 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 7,717 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 455 | 1,846 | SH | SOLE | 1,846 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 940 | 22,595 | SH | SOLE | 22,595 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 2,112 | 25,409 | SH | SOLE | 25,409 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 14,859 | 742,568 | SH | SOLE | 742,568 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 78 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 21,255 | 180,215 | SH | SOLE | 180,215 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 6,135 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SEMPRA ENERGY | COM | 816851109 | 5,647 | 44,868 | SH | SOLE | 44,868 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 2,450 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 10,111 | 48,022 | SH | SOLE | 48,022 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P REGL BKG | 78464A698 | 550 | 10,714 | SH | SOLE | 10,714 | 0 | 0 | ||
| STORE CAP CORP | COM | 862121100 | 571 | 17,040 | SH | SOLE | 17,040 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 2,776 | 19,999 | SH | SOLE | 19,999 | 0 | 0 | ||
| VANGUARD STAR FD | VG TL INTL STK F | 921909768 | 3,218 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 17,727 | 122,500 | SH | SOLE | 122,500 | 0 | 0 | ||
| VANECK VECTORS GOLD MINERS | GOLD MINERS ETF | 92189F106 | 5,605 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 8,737 | 1,043,787 | SH | SOLE | 1,043,787 | 0 | 0 | ||
| WR GRACE & CO | COM | 38388F108 | 12,955 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||