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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
FIDELITY NATL INFORMATION SV COM 31620M106 13,964 94,858 SH   SOLE   0 0 94,858
EQUITY COMWLTH COM SH BEN INT 294628102 8,755 328,741 SH   SOLE   0 0 328,741
NETFLIX INC COM 64110L106 20,591 41,180 SH   SOLE   0 0 41,180
VISA INC COM CL A 92826C839 14,374 71,876 SH   SOLE   0 0 71,876
SEA LTD SPONSORD ADS 81141R100 21,023 136,473 SH   SOLE   0 0 136,473
OTIS WORLDWIDE CORP COM 68902V107 14,024 224,674 SH   SOLE   0 0 224,674
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 57,811 2,401,776 SH   SOLE   0 0 2,401,776
NIELSEN HLDGS PLC SHS EUR G6518L108 13,739 968,918 SH   SOLE   0 0 968,918
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,032 22,476 SH   SOLE   0 0 22,476
TRANSDIGM GROUP INC COM 893641100 14,871 31,299 SH   SOLE   0 0 31,299
I SHARES TR GLOBAL UTILITS ETF 464288711 2,997 53,310 SH   SOLE   0 0 53,310
AMERICAN AIRLS GROUP INC COM 02376R102 21 1,719 SH   DFND   0 0 1,719
EQUITY COMWLTH COM SH BEN INT 294628102 6,058 227,491 SH   DFND   0 0 227,491
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 60 107,257 SH   SOLE   0 0 107,257
IVERIC BIO INC COM 46583P102 164 28,179 SH   SOLE   0 0 28,179
I SHARES TR MSCI USA ESG SLC 464288802 1,100 7,476 SH   SOLE   0 0 7,476
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 2,450 84,260 SH   SOLE   0 0 84,260