The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 519,866 | 2,849,363 | SH | SOLE | 2,849,363 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 291,767 | 248,670 | SH | SOLE | 248,670 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 25,892 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 429,600 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 99,299 | 2,503,762 | SH | SOLE | 2,503,762 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 188,253 | 7,467,378 | SH | SOLE | 7,467,378 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 249,728 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 255,907 | 3,079,137 | SH | SOLE | 3,079,137 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 105,085 | 587,033 | SH | SOLE | 587,033 | 0 | 0 | ||
| LINDE PLC | COM | G5494J103 | 68,799 | 391,059 | SH | SOLE | 391,059 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 125,090 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 516,976 | 4,132,832 | SH | SOLE | 4,132,832 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 339,420 | 1,816,147 | SH | SOLE | 1,816,147 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 530,406 | 6,000,746 | SH | SOLE | 6,000,746 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 211,792 | 2,952,624 | SH | SOLE | 2,952,624 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 259,542 | 2,247,898 | SH | SOLE | 2,247,898 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 123,388 | 2,921,109 | SH | SOLE | 2,921,109 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 425,915 | 2,547,340 | SH | SOLE | 2,547,340 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 757,979 | 5,880,822 | SH | SOLE | 5,880,822 | 0 | 0 | ||