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 | 641,418 | 3,835,544 | SH | SOLE | 3,835,544 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 333,432 | 273,050 | SH | SOLE | 273,050 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 30,529 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 303,129 | 248,670 | SH | SOLE | 248,670 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 602,280 | 21,000,000 | SH | SOLE | 21,000,000 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 40,496 | 1,343,135 | SH | SOLE | 1,343,135 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 63,499 | 259,613 | SH | SOLE | 259,613 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 186,327 | 2,790,996 | SH | SOLE | 2,790,996 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 286,698 | 3,079,137 | SH | SOLE | 3,079,137 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 68,554 | 353,880 | SH | SOLE | 353,880 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 134,205 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 602,713 | 4,846,132 | SH | SOLE | 4,846,132 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 124,370 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| NORFOLK SOUTHERN CORP | COM | 655844108 | 475,223 | 2,645,126 | SH | SOLE | 2,645,126 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 551,633 | 5,055,285 | SH | SOLE | 5,055,285 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 207,585 | 2,799,910 | SH | SOLE | 2,799,910 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 855,124 | 4,358,650 | SH | SOLE | 4,358,650 | 0 | 0 | ||
| RAYTHEON CO | COM NEW | 755111507 | 98,095 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| SAP SE | SPON ADR | 803054204 | 4,129 | 35,027 | SH | SOLE | 35,027 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 1,142 | 19,307 | SH | SOLE | 19,307 | 0 | 0 | ||
| UNION PACIFIC CORP | COM | 907818108 | 832,311 | 5,138,356 | SH | SOLE | 5,138,356 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 513,593 | 3,762,038 | SH | SOLE | 3,762,038 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 149,544 | 1,280,999 | SH | SOLE | 1,280,999 | 0 | 0 | ||