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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 10,534 | 119,200 | SH | SOLE | 119,200 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,707 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 24,745 | 17,505 | SH | SOLE | 1,750 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 21,455 | 7,777 | SH | SOLE | 7,777 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 6,664 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 19,732 | 76,320 | SH | SOLE | 76,320 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 612 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 9,093 | 109,200 | SH | SOLE | 109,200 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 11,984 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 6,705 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 11,642 | 300,200 | SH | SOLE | 300,200 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 4,980 | 19,800 | SH | SOLE | 19,800 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 4,233 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 602 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 3,664 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 2,083 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 9,041 | 596,000 | SH | SOLE | 596,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 2,476 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 8,215 | 27,780 | SH | SOLE | 27,780 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 27,091 | 133,117 | SH | SOLE | 133,117 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 828 | 16,200 | SH | SOLE | 16,200 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 7,079 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 15,909 | 48,284 | SH | SOLE | 48,284 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 15,565 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 1,192 | 77,100 | SH | SOLE | 77,100 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 1,619 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 295 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 817 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 641 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 8,465 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 5,795 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||