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
WELLS FARGO CO NEWCOM94974610160,5781,262,576SH SOLE 1,262,57600
ALTICE USA INCCL A02156K10353,3653,298,199SH SOLE 3,298,19900
LIBERTY BROADBAND CORPCOM SER C53030730547,097292,348SH SOLE 292,34800
NOMAD FOODS LTDUSD ORD SHSG6564A10535,8151,410,601SH SOLE 1,410,60100
SCHWAB CHARLES CORPCOM80851310527,072321,908SH SOLE 321,90800
NIELSEN HLDGS PLCSHS EURG6518L10820,061978,100SH SOLE 978,10000
KRAFT HEINZ COCOM50075410617,763494,796SH SOLE 494,79600
SPDR S&P 500 ETF TRTR UNIT78462F10314,35930,231SH SOLE 30,23100
S&P GLOBAL INCCOM78409V1048,48417,978SH SOLE 17,97800
VANGUARD INDEX FDSS&P 500 ETF SHS9229083636,02513,800SH SOLE 13,80000
ISHARES INCMSCI WORLD ETF4642863925,06837,451SH SOLE 37,45100
HOVNANIAN ENTERPRISES INCCL A NEW4424874014,27033,548SH SOLE 33,54800
CALIX INCCOM13100M5094,17052,148SH SOLE 52,14800
LIBERTY MEDIA CORP DELCOM SER C FRMLA5312298543,13149,516SH SOLE 49,51600
HUMANA INCCOM4448591023,1256,737SH SOLE 6,73700
CHARTER COMMUNICATIONS INC NCL A16119P1083,1074,765SH SOLE 4,76500
VISA INCCOM CL A92826C8393,01713,924SH SOLE 13,92400
DISNEY WALT COCOM2546871062,97419,200SH SOLE 19,20000
HILTON GRAND VACATIONS INCCOM43283X1052,96256,836SH SOLE 56,83600
MASTERCARD INCORPORATEDCL A57636Q1042,9368,172SH SOLE 8,17200
T-MOBILE US INCCOM8725901042,90825,070SH SOLE 25,07000
ALPHABET INCCAP STK CL C02079K1072,862989SH SOLE 98900
EASTERN BANKSHARES INCCOM27627N1052,861141,820SH SOLE 141,82000
META PLATFORMS INCCL A30303M1022,8578,494SH SOLE 8,49400
UBER TECHNOLOGIES INCCOM90353T1002,83967,705SH SOLE 67,70500
VIRTUS INVT PARTNERS INCCOM92828Q1092,6518,924SH SOLE 8,92400
GENERAL ELECTRIC COCOM NEW3696043012,61527,682SH SOLE 27,68200
SPOTIFY TECHNOLOGY S ASHSL8681T1022,48210,606SH SOLE 10,60600
TWITTER INCCOM90184L1022,41055,763SH SOLE 55,76300
PHILIP MORRIS INTL INCCOM7181721092,37525,000SH SOLE 25,00000
OPTIMIZERX CORPCOM NEW68401U2042,29036,868SH SOLE 36,86800
CARPARTS COM INCCOM14427M1072,231199,234SH SOLE 199,23400
RINGCENTRAL INCCL A76680R2062,08611,136SH SOLE 11,13600
STATE STR CORPCOM8574771031,73018,600SH SOLE 18,60000
LAKELAND BANCORP INCCOM5116371001,10158,000SH SOLE 58,00000