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 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 8,537 | 119,200 | SH | SOLE | 119,200 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,779 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 20,355 | 17,505 | SH | SOLE | 17,505 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 15,163 | 7,777 | SH | SOLE | 7,777 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 5,993 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 16,619 | 76,320 | SH | SOLE | 76,320 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 524 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
| CITIZENS FINANCIAL GROUP INC | COM | 174610105 | 406 | 21,600 | SH | SOLE | 21,600 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 5,427 | 79,200 | SH | SOLE | 79,200 | 0 | 0 | ||
| DIAMOND S SHIPPING INC | COM | Y20676105 | 591 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 6,082 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 6,972 | 174,000 | SH | SOLE | 174,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 761 | 4,080 | SH | SOLE | 4,080 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 433 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 3,499 | 116,800 | SH | SOLE | 116,800 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 3,230 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 1,195 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 1,991 | 34,800 | SH | SOLE | 34,800 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 11,846 | 851,000 | SH | SOLE | 851,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 269 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 6,218 | 25,740 | SH | SOLE | 25,740 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 22,823 | 144,713 | SH | SOLE | 144,713 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 6,125 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 11,832 | 48,284 | SH | SOLE | 48,284 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 748 | 77,100 | SH | SOLE | 77,100 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 956 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SEMPRA ENERGY | COM | 816851109 | 407 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | ALL WRLD EX US | 922042775 | 1,231 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 9,024 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 6,420 | 1,312,800 | SH | SOLE | 1,312,800 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,834 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||