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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 232,153 225,000 SH Call SOLE   225,000 0 0
ALPHABET INC CAP STK CL C 02079K107 309,537 300,000 SH   SOLE   300,000 0 0
ALTABA INC COM 021346101 136,974 1,850,000 SH   SOLE   1,850,000 0 0
AUTODESK INC COM 052769106 273,137 2,175,000 SH   SOLE   2,175,000 0 0
BANK AMER CORP COM 060505104 194,935 6,500,000 SH   SOLE   6,500,000 0 0
BOOKING HLDGS INC COM 09857L108 156,029 75,000 SH   SOLE   75,000 0 0
CARTER INC COM 146229109 78,044 749,700 SH   SOLE   749,700 0 0
FACEBOOK INC CL A 30303M102 239,685 1,500,000 SH   SOLE   1,500,000 0 0
FERRARI N V COM N3167Y103 180,780 1,500,000 SH   SOLE   1,500,000 0 0
GRAY TELEVISION INC COM 389375106 96,330 7,585,000 SH   SOLE   7,585,000 0 0
IQIYI INC SPONSORED ADS 46267X108 62,200 4,000,000 SH   SOLE   4,000,000 0 0
NETFLIX INC COM 64110L106 162,443 550,000 SH   SOLE   550,000 0 0
NEW YORK TIMES CO CL A 650111107 361,500 15,000,000 SH   SOLE   15,000,000 0 0
SOCIAL CAP HEDOSOPHIA HLDGS UNIT 99/99/9999 G8250R111 36,995 3,500,000 SH   SOLE   3,500,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 460,350 5,500,000 SH   SOLE   5,500,000 0 0
TRANSDIGM GROUP INC COM 893641100 138,123 450,000 SH   SOLE   450,000 0 0