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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 A 02079K305 21,765 16,250 SH   SOLE   16,250 0 0
BANK AMER CORP COM 060505104 67,799 1,925,000 SH Call SOLE   0 0 0
CARVANA CO CL A 146869102 25,314 275,000 SH   SOLE   275,000 0 0
HALLIBURTON CO COM 406216101 4,308 112,500 SH Call SOLE   0 0 0
MASTERCARD INC CL A 57636Q104 13,437 45,000 SH   SOLE   45,000 0 0
PAYPAL HLDGS INC COM 70450Y103 21,364 197,500 SH   SOLE   197,500 0 0
ROKU INC COM CL A 77543R102 27,817 207,746 SH   SOLE   207,746 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 8,861 144,314 SH   SOLE   144,314 0 0
THE TRADE DESK INC COM CL A 88339J105 19,432 74,801 SH   SOLE   74,801 0 0
VISA INC COM CL A 92826C839 10,693 56,909 SH   SOLE   56,909 0 0