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
BOOKING HOLDINGS INC COM 09857L108 12,435 5,295 SH   SOLE   0 0 5,295
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,289 25,244 SH   SOLE   0 0 25,244
FISERV INC COM 337738108 16,826 165,946 SH   SOLE   0 0 165,946
NIELSEN HLDGS PLC SHS EUR G6518L108 23,672 869,026 SH   SOLE   0 0 869,026
SEA LTD SPONSORD ADS 81141R100 13,522 112,885 SH   SOLE   0 0 112,885
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 103,997 2,713,900 SH   SOLE   0 0 2,713,900
THERMO FISHER SCIENTIFIC INC COM 883556102 10,447 17,687 SH   SOLE   0 0 17,687
TRANSDIGM GROUP INC COM 893641100 15,562 23,886 SH   SOLE   0 0 23,886
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 19,934 213,451 SH   SOLE   0 0 213,451
ZENDESK INC COM 98936J101 16,088 133,753 SH   SOLE   0 0 133,753
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 13,136 149,018 SH   SOLE   0 0 149,018
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,578 49,791 SH   SOLE   0 0 49,791
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 711 34,415 SH   SOLE   0 0 34,415
DIGITALOCEAN HLDGS INC COM 25402D102 2,462 41,616 SH   SOLE   0 0 41,616
WARBY PARKER INC CL A COM 93403J106 575 17,140 SH   SOLE   0 0 17,140
SELECT STR SPDR TR FINANCIAL 81369Y605 9,553 249,314 SH   DFND   0 0 249,314