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
ACTIVISION BLIZZARD INCCOM00507V1091,389,41814,964,119SH SOLE 14,964,11900
AUTOMATIC DATA PROCESSING INCOM053015103261,1001,481,837SH SOLE 1,481,83700
CARNIVAL CORPUNIT 99/99/99991436583001,100,99850,830,926SH SOLE 50,830,92600
ELECTRONIC ARTS INCCOM2855121091,065,5387,420,184SH SOLE 7,420,18400
LIVE NATION ENTERTAINMENT INCOM538034109923,28812,565,167SH SOLE 12,565,16700
MULTIPLAN CORPORATIONCOM62548M100409,48851,250,000SH SOLE 51,250,00000
NOVAGOLD RES INCCOM NEW66987E206156,05216,137,695SH SOLE 16,137,69500
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8862,068,25432,986,504SH SOLE 32,986,50400
SUNCOR ENERGY INC NEWCOM867224107855,36650,975,315SH SOLE 50,975,31500
TAKE-TWO INTERACTIVE SOFTWARCOM874054109825,5463,972,984SH SOLE 3,972,98400
UBER TECHNOLOGIES INCCOM90353T1003,714,86872,840,541SH SOLE 72,840,54100