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
CANADIAN IMPERIAL BK COMM TO COM 136069101 6,640 151,726 SH   SOLE   151,726 0 0
CITIGROUP INC COM NEW 172967424 10,376 249,000 SH   SOLE   249,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 27,303 2,200,100 SH   SOLE   2,200,100 0 0
GALLAGHER ARTHUR J & CO COM 363576109 51,366 300,000 SH   SOLE   300,000 0 0
HEICO CORP NEW CL A 422806208 64,930 566,480 SH   SOLE   566,480 0 0
ISHARES TR CORE S&P500 ETF 464287200 85,473 238,320 SH   SOLE   238,320 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,878 33,530 SH   SOLE   33,530 0 0
JPMORGAN CHASE & CO COM 46625H100 39,710 380,000 SH   SOLE   380,000 0 0
MICROSOFT CORP COM 594918104 85,666 367,821 SH   SOLE   367,821 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 59,352 265,000 SH   SOLE   265,000 0 0
ROYAL BK CDA COM 780087102 7,326 81,360 SH   SOLE   81,360 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 65,469 230,000 SH   SOLE   230,000 0 0
SHOPIFY INC CL A 82509L107 10,560 392,000 SH   SOLE   392,000 0 0
TESLA INC COM 88160R101 54,111 204,000 SH   SOLE   204,000 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 7,145 116,501 SH   SOLE   116,501 0 0
TRUIST FINL CORP COM 89832Q109 6,923 159,000 SH   SOLE   159,000 0 0
TWILIO INC CL A 90138F102 16,939 245,000 SH   SOLE   245,000 0 0
WATERS CORP COM 941848103 20,215 75,000 SH   SOLE   75,000 0 0