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
ABBOTT LABS COM 002824100 4,640 39,200 SH Call SOLE   39,200 0 0
ABBOTT LABS COM 002824100 34,251 289,383 SH   SOLE   289,383 0 0
ALPHABET INC CAP STK CL A 02079K305 89,821 32,294 SH   SOLE   32,294 0 0
AMAZON COM INC COM 023135106 77,254 23,698 SH   SOLE   23,698 0 0
AMERICAN TOWER CORP NEW COM 03027X100 754 3,000 SH Call SOLE   3,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 70,716 281,489 SH   SOLE   281,489 0 0
ANTHEM INC COM 036752103 5,846 11,900 SH Call SOLE   11,900 0 0
ANTHEM INC COM 036752103 100,509 204,610 SH   SOLE   204,610 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 50,019 806,894 SH   SOLE   806,894 0 0
APPLE INC COM 037833100 26,680 152,800 SH Put SOLE   152,800 0 0
APPLE INC COM 037833100 42,587 243,900 SH   SOLE   243,900 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 27,504 52 SH   SOLE   52 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,179 94,016 SH   SOLE   94,016 0 0
BOSTON SCIENTIFIC CORP COM 101137107 842 19,000 SH Call SOLE   19,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 20,711 267,728 SH   SOLE   267,728 0 0
CANADIAN NATL RY CO COM 136375102 32,754 244,174 SH   SOLE   244,174 0 0
CANADIAN PAC RY LTD COM 13645T100 77,122 934,357 SH   SOLE   934,357 0 0
COSTAR GROUP INC COM 22160N109 25,555 383,649 SH   SOLE   383,649 0 0
ELEMENT SOLUTIONS INC COM 28618M106 56,539 2,581,696 SH   SOLE   2,581,696 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,979 27,200 SH Call SOLE   27,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 53,135 160,966 SH   SOLE   160,966 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 556 31,440 SH   SOLE   31,440 0 0
HONEYWELL INTL INC COM 438516106 2,335 12,000 SH Call SOLE   12,000 0 0
HONEYWELL INTL INC COM 438516106 61,779 317,500 SH   SOLE   317,500 0 0
ISHARES INC MSCI GERMANY ETF 464286806 30,093 1,060,000 SH Put SOLE   1,060,000 0 0
JPMORGAN CHASE & CO COM 46625H100 44,168 324,002 SH   SOLE   324,002 0 0
LINDE PLC SHS G5494J103 152,554 477,583 SH   SOLE   477,583 0 0
MICROSOFT CORP COM 594918104 75,699 245,530 SH   SOLE   245,530 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 35,778 4,433,455 SH   SOLE   4,433,455 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 17,945 902,213 SH   SOLE   902,213 0 0
S&P GLOBAL INC COM 78409V104 59,217 144,369 SH   SOLE   144,369 0 0
SALESFORCE COM INC COM 79466L302 47,587 224,127 SH   SOLE   224,127 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 134,137 297,000 SH Put SOLE   297,000 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105 5,929 534,177 SH   SOLE   534,177 0 0
SUNCOR ENERGY INC NEW COM 867224107 58,816 1,804,727 SH   SOLE   1,804,727 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,251 12,000 SH Call SOLE   12,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 15,055 144,400 SH Put SOLE   144,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 29,213 280,189 SH   SOLE   280,189 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,224 2,400 SH Call SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 46,242 90,675 SH   SOLE   90,675 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 29,735 2,123,923 SH   SOLE   2,123,923 0 0
VISA INC COM CL A 92826C839 15,058 67,900 SH Call SOLE   67,900 0 0
VISA INC COM CL A 92826C839 62,702 282,734 SH   SOLE   282,734 0 0
WASTE MGMT INC DEL COM 94106L109 56,881 358,868 SH   SOLE   358,868 0 0