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 |
| ADOBE SYS INC | COM | 00724F101 | 62,968 | 258,266 | SH | SOLE | 258,266 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 100,676 | 1,628,010 | SH | SOLE | 1,628,010 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 50,750 | 45,489 | SH | SOLE | 45,489 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 34,944 | 346,800 | SH | Call | SOLE | 346,800 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 59,718 | 455,546 | SH | SOLE | 455,546 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 564 | 2 | SH | SOLE | 2 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 51,448 | 235,062 | SH | SOLE | 235,062 | 0 | 0 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 31,121 | 520,510 | SH | SOLE | 520,510 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 26,522 | 220,668 | SH | SOLE | 220,668 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 72,309 | 372,115 | SH | SOLE | 372,115 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 85,967 | 1,085,995 | SH | SOLE | 1,085,995 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 70,048 | 701,740 | SH | SOLE | 701,740 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 79,647 | 356,632 | SH | SOLE | 356,632 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 40,685 | 1,401,491 | SH | SOLE | 1,401,491 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 49,109 | 498,010 | SH | SOLE | 498,010 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 42,788 | 1,525,403 | SH | SOLE | 1,525,403 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 95,871 | 880,600 | SH | Call | SOLE | 880,600 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 53,454 | 2,010,300 | SH | Call | SOLE | 2,010,300 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 97,002 | 2,564,846 | SH | SOLE | 2,564,846 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 42,689 | 255,104 | SH | SOLE | 255,104 | 0 | 0 | ||