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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 26,051 114,900 SH   SOLE   114,900 0 0
AMAZON COM INC COM 023135106 27,138 8,771 SH   SOLE   8,771 0 0
ARAMARK COM 03852U106 9,835 260,310 SH   SOLE   260,310 0 0
AUTODESK INC COM 052769106 15,410 55,602 SH   SOLE   55,602 0 0
CANNAE HLDGS INC COM 13765N107 27,547 695,273 SH   SOLE   695,273 0 0
CLARIVATE PLC ORD SHS G21810109 29,303 1,110,381 SH   SOLE   1,110,381 0 0
CSX CORP COM 126408103 23,959 248,489 SH   SOLE   248,489 0 0
DANAHER CORPORATION COM 235851102 13,485 59,912 SH   SOLE   59,912 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 22,491 268,906 SH   SOLE   268,906 0 0
GLASS HOUSES ACQUISITION COR UNIT 03/25/2028 37714P202 20,040 1,998,000 SH   SOLE   1,998,000 0 0
IAC INTERACTIVECORP NEW COM 44891N109 13,904 64,276 SH   SOLE   64,276 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 19,483 129,758 SH   SOLE   129,758 0 0
MICROSOFT CORP COM 594918104 26,611 112,870 SH   SOLE   112,870 0 0
ROPER TECHNOLOGIES INC COM 776696106 14,934 37,026 SH   SOLE   37,026 0 0
ROSS STORES INC COM 778296103 22,211 185,231 SH   SOLE   185,231 0 0
SEA LTD SPONSORED ADS 81141R100 12,791 57,300 SH   SOLE   57,300 0 0
SHERWIN WILLIAMS CO COM 824348106 19,625 26,592 SH   SOLE   26,592 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 56,913 143,600 SH Put SOLE   143,600 0 0
STARBUCKS CORP COM 855244109 16,834 154,055 SH   SOLE   154,055 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 20,346 49,186 SH   SOLE   49,186 0 0