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 |
| BUNGE LIMITED | COM | G16962105 | 9,336 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 8,724 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 16,734 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 13,239 | 85,476 | SH | SOLE | 85,476 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 6,008 | 240,400 | SH | SOLE | 240,400 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 6,606 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 14,732 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 13,315 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 14,804 | 176,032 | SH | SOLE | 176,032 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 12,824 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| TABOOLA.COM LTD | ORD SHS | M8744T106 | 6,224 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 19,360 | 76,275 | SH | SOLE | 76,275 | 0 | 0 | ||