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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBEMARLE CORP COM 012653101   2,763,000 12,500 SH   SOLE   12,500 0 0
ALPHABET INC CAP STK CL A 02079K305   3,941,740 38,000 SH   SOLE   38,000 0 0
AMAZON COM INC COM 023135106   3,460,215 33,500 SH   SOLE   33,500 0 0
API GROUP CORP COM STK 00187Y100   4,496,000 200,000 SH   SOLE   200,000 0 0
APTIV PLC SHS G6095L109   2,468,180 22,000 SH   SOLE   22,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,966,855 5,500 SH   SOLE   5,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,758,000 17,500 SH   SOLE   17,500 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   2,034,050 85,000 SH   SOLE   85,000 0 0
HOME DEPOT INC COM 437076102   2,508,520 8,500 SH   SOLE   8,500 0 0
HOWMET AEROSPACE INC COM 443201108   3,813,300 90,000 SH   SOLE   90,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   1,083,775 17,500 SH   SOLE   17,500 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   7,108,850 95,000 SH   SOLE   95,000 0 0
LITHIA MTRS INC COM 536797103   2,804,393 12,250 SH   SOLE   12,250 0 0
LOCKHEED MARTIN CORP COM 539830109   4,018,205 8,500 SH   SOLE   8,500 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   1,753,180 13,000 SH   SOLE   13,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,451,150 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP COM 594918104   5,477,700 19,000 SH   SOLE   19,000 0 0
PAYPAL HLDGS INC COM 70450Y103   2,278,200 30,000 SH   SOLE   30,000 0 0
S&P GLOBAL INC COM 78409V104   3,620,085 10,500 SH   SOLE   10,500 0 0
SHIFT4 PMTS INC CL A 82452J109   2,728,800 36,000 SH   SOLE   36,000 0 0
T-MOBILE US INC COM 872590104   5,757,390 39,750 SH   SOLE   39,750 0 0
UNITED RENTALS INC COM 911363109   1,187,280 3,000 SH   SOLE   3,000 0 0
VALERO ENERGY CORP COM 91913Y100   1,675,200 12,000 SH   SOLE   12,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   6,563,200 140,000 SH   SOLE   140,000 0 0