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 C 02079K107 40,981 23,400 SH   SOLE   23,400 0 0
DISNEY WALT CO COM 254687106 45,728 252,500 SH   SOLE   252,500 0 0
FRONTDOOR INC COM 35905A109 15,565 310,000 SH   SOLE   310,000 0 0
IQVIA HLDGS INC COM 46266C105 51,683 288,650 SH   SOLE   288,650 0 0
NOVAGOLD RES INC COM NEW 66987E206 6,353 656,971 SH   SOLE   656,971 0 0
RIBBIT LEAP LTD UNIT G7552B121 20,985 1,500,000 SH   SOLE   1,500,000 0 0
T-MOBILE US INC COM 872590104 32,857 243,800 SH   SOLE   243,800 0 0
VISA INC COM CL A 92826C839 34,965 160,000 SH   SOLE   160,000 0 0