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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 42,549 | 30,100 | SH | SOLE | 30,100 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 18,551 | 11,650 | SH | SOLE | 11,650 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 18,323 | 442,700 | SH | SOLE | 442,700 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 1,512 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 10,395 | 93,300 | SH | SOLE | 93,300 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 13,721 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 33,429 | 235,650 | SH | SOLE | 235,650 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 10,092 | 1,100,500 | SH | SOLE | 1,100,500 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 6,010 | 327,000 | SH | SOLE | 327,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 10,610 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| WESTERN UN CO | COM | 959802109 | 3,796 | 175,600 | SH | SOLE | 175,600 | 0 | 0 | ||