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
WELLS FARGO CO NEW COM 949746101 60,578 1,262,576 SH   SOLE   1,262,576 0 0
ALTICE USA INC CL A 02156K103 53,365 3,298,199 SH   SOLE   3,298,199 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 47,097 292,348 SH   SOLE   292,348 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 35,815 1,410,601 SH   SOLE   1,410,601 0 0
SCHWAB CHARLES CORP COM 808513105 27,072 321,908 SH   SOLE   321,908 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 20,061 978,100 SH   SOLE   978,100 0 0
KRAFT HEINZ CO COM 500754106 17,763 494,796 SH   SOLE   494,796 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 14,359 30,231 SH   SOLE   30,231 0 0
S&P GLOBAL INC COM 78409V104 8,484 17,978 SH   SOLE   17,978 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,025 13,800 SH   SOLE   13,800 0 0
ISHARES INC MSCI WORLD ETF 464286392 5,068 37,451 SH   SOLE   37,451 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 4,270 33,548 SH   SOLE   33,548 0 0
CALIX INC COM 13100M509 4,170 52,148 SH   SOLE   52,148 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 3,131 49,516 SH   SOLE   49,516 0 0
HUMANA INC COM 444859102 3,125 6,737 SH   SOLE   6,737 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,107 4,765 SH   SOLE   4,765 0 0
VISA INC COM CL A 92826C839 3,017 13,924 SH   SOLE   13,924 0 0
DISNEY WALT CO COM 254687106 2,974 19,200 SH   SOLE   19,200 0 0
HILTON GRAND VACATIONS INC COM 43283X105 2,962 56,836 SH   SOLE   56,836 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,936 8,172 SH   SOLE   8,172 0 0
T-MOBILE US INC COM 872590104 2,908 25,070 SH   SOLE   25,070 0 0
ALPHABET INC CAP STK CL C 02079K107 2,862 989 SH   SOLE   989 0 0
EASTERN BANKSHARES INC COM 27627N105 2,861 141,820 SH   SOLE   141,820 0 0
META PLATFORMS INC CL A 30303M102 2,857 8,494 SH   SOLE   8,494 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,839 67,705 SH   SOLE   67,705 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 2,651 8,924 SH   SOLE   8,924 0 0
GENERAL ELECTRIC CO COM NEW 369604301 2,615 27,682 SH   SOLE   27,682 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,482 10,606 SH   SOLE   10,606 0 0
TWITTER INC COM 90184L102 2,410 55,763 SH   SOLE   55,763 0 0
PHILIP MORRIS INTL INC COM 718172109 2,375 25,000 SH   SOLE   25,000 0 0
OPTIMIZERX CORP COM NEW 68401U204 2,290 36,868 SH   SOLE   36,868 0 0
CARPARTS COM INC COM 14427M107 2,231 199,234 SH   SOLE   199,234 0 0
RINGCENTRAL INC CL A 76680R206 2,086 11,136 SH   SOLE   11,136 0 0
STATE STR CORP COM 857477103 1,730 18,600 SH   SOLE   18,600 0 0
LAKELAND BANCORP INC COM 511637100 1,101 58,000 SH   SOLE   58,000 0 0