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
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10221,027142,029SH SOLE 142,02900
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1027,40350,000SHCallSOLE 000
ALPHABET INCCAP STK CL A02079K30540,10315,000SH SOLE 15,00000
AMAZON COM INCCOM02313510642,99113,087SH SOLE 13,08700
ARAMARKCOM03852U10633,9611,033,515SH SOLE 1,033,51500
AUTODESK INCCOM05276910622,74079,741SH SOLE 79,74100
CLARIVATE PLCORD SHSG2181010920,323928,005SH SOLE 928,00500
CSX CORPCOM12640810327,056909,736SH SOLE 909,73600
DANAHER CORPORATIONCOM23585110216,75455,031SH SOLE 55,03100
GLASS HOUSES ACQUISITION CORCLASS A COM37714P1036991,998,000SH SOLE 1,998,00000
GLASS HOUSES ACQUISITION COR*W EXP 03/25/20237714P1114,179999,000SH SOLE 999,00000
LIBERTY BROADBAND CORPCOM SER C53030730522,976133,040SH SOLE 133,04000
MICROSOFT CORPCOM59491810439,264139,275SH SOLE 139,27500
NETFLIX INCCOM64110L10625,42241,652SH SOLE 41,65200
NIKE INCCL B6541061039,87668,000SH SOLE 68,00000
SEA LTDSPONSORED ADS81141R10013,70442,997SH SOLE 42,99700
SHERWIN WILLIAMS COCOM82434810617,63863,053SH SOLE 63,05300
SPDR S&P 500 ETF TRTR UNIT78462F10384,541197,000SHPutSOLE 197,00000
TELEDYNE TECHNOLOGIES INCCOM87936010521,83050,816SH SOLE 50,81600
TWITTER INCCOM90184L10212,609208,800SH SOLE 208,80000
WORKDAY INCCL A98138H1018,99636,000SH SOLE 36,00000