The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 44,187 | 30,100 | SH | SOLE | 30,100 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 7,303 | 4,275 | SH | SOLE | 4,275 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 7,434 | 170,572 | SH | SOLE | 170,572 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 14,590 | 338,900 | SH | SOLE | 338,900 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 15,676 | 126,300 | SH | SOLE | 126,300 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 12,059 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 45,503 | 288,650 | SH | SOLE | 288,650 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 9,164 | 767,500 | SH | SOLE | 767,500 | 0 | 0 | ||
| RIBBIT LEAP LTD | UNIT | G7552B121 | 17,850 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 23,774 | 208,000 | SH | SOLE | 208,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 18,862 | 94,500 | SH | SOLE | 94,500 | 0 | 0 | ||