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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AUTOMATIC DATA PROCESSING INCOM053015103206,7011,481,837SH SOLE 1,481,83700
CARNIVAL CORPUNIT 99/99/9999143658300771,61350,830,926SH SOLE 50,830,92600
LIVE NATION ENTERTAINMENT INCOM538034109677,01112,565,167SH SOLE 12,565,16700
NOVAGOLD RES INCCOM NEW66987E206154,57713,000,611SH SOLE 13,000,61100
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8861,958,73932,986,504SH SOLE 32,986,50400
SUNCOR ENERGY INC NEWCOM867224107623,42850,975,315SH SOLE 50,975,31500
UBER TECHNOLOGIES INCCOM90353T1002,657,22372,840,541SH SOLE 72,840,54100