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
ALPHABET INC CAP STK CL A 02079K305 13,495 7,700 SH   SOLE   7,700 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 5,200 400,000 SH   SOLE   400,000 0 0
AMAZON COM INC COM 023135106 15,959 4,900 SH   SOLE   4,900 0 0
ANTERO MIDSTREAM CORP COM 03676B102 7,581 983,292 SH   SOLE   983,292 0 0
ANTERO RESOURCES CORP COM 03674X106 11,718 2,150,000 SH   SOLE   2,150,000 0 0
ARAMARK COM 03852U106 13,083 340,000 SH   SOLE   340,000 0 0
BRUKER CORP COM 116794108 7,917 146,250 SH   SOLE   146,250 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 24,808 37,500 SH   SOLE   37,500 0 0
DISH NETWORK CORPORATION CL A 25470M109 42,042 1,300,000 SH   SOLE   1,300,000 0 0
DISNEY WALT CO COM 254687106 24,459 135,000 SH   SOLE   135,000 0 0
GENERAL MTRS CO COM 37045V100 29,273 703,000 SH   SOLE   703,000 0 0
MICRON TECHNOLOGY INC COM 595112103 45,559 606,000 SH   SOLE   606,000 0 0
MICROSOFT CORP COM 594918104 8,563 38,500 SH   SOLE   38,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 3,519 32,000 SH   SOLE   32,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 18,014 101,000 SH   SOLE   101,000 0 0
T-MOBILE US INC COM 872590104 22,385 166,000 SH   SOLE   166,000 0 0
TRANSDIGM GROUP INC COM 893641100 17,386 28,094 SH   SOLE   28,094 0 0