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 |
| ALBEMARLE CORP | COM | 012653101 | 5,102 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,250 | 1,950 | SH | SOLE | 1,950 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 8,497 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 3,027 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
| ANGI INC | COM CL A NEW | 00183L102 | 687 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| API GROUP CORP | COM STK | 00187Y100 | 3,144 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 1,737 | 19,500 | SH | SOLE | 19,500 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 2,144 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,928 | 6,250 | SH | SOLE | 6,250 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,218 | 2,600 | SH | Call | SOLE | 2,600 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 3,924 | 29,500 | SH | SOLE | 29,500 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 2,311 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 2,194 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 4,324 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 4,951 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 3,985 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 4,515 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | 2,324 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,417 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,934 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,743 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 2,817 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 3,489 | 10,350 | SH | SOLE | 10,350 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 1,736 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 6,592 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 10,763 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,330 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 6,484 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 1,994 | 35,000 | SH | Call | SOLE | 35,000 | 0 | 0 | |