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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 69,357 506,000 SH   SOLE N/A 506,000 0 0
ALPHABET INC CAP STK CL C 02079K107 80,985 78,200 SH   SOLE N/A 78,200 0 0
AUTODESK INC COM 052769106 117,184 911,155 SH   SOLE N/A 911,155 0 0
BANK AMER CORP COM 060505104 230,745 9,364,657 SH   SOLE N/A 9,364,657 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 306 1 SH   SOLE N/A 1 0 0
BROADCOM INC COM 11135F101 62,934 247,500 SH Call SOLE N/A 247,500 0 0
CARS COM INC COM 14575E105 31,405 1,460,680 SH   SOLE N/A 1,460,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 283,638 4,791,998 SH   SOLE N/A 4,791,998 0 0
CISION LTD SHS G1992S109 10,593 905,375 SH   SOLE N/A 905,375 0 0
CITIGROUP INC COM NEW 172967424 52,060 1,000,000 SH Call SOLE N/A 1,000,000 0 0
CITIGROUP INC COM NEW 172967424 67,815 1,302,636 SH   SOLE N/A 1,302,636 0 0
COLLIER CREEK HOLDINGS UNIT 99/99/9999 G22707122 20,100 2,000,000 SH   SOLE N/A 2,000,000 0 0
CSX CORP COM 126408103 193,389 3,112,649 SH   SOLE N/A 3,112,649 0 0
ELASTIC N V ORD SHS N14506104 3,457 48,361 SH   SOLE N/A 48,361 0 0
ENCANA CORP COM 292505104 49,767 8,610,229 SH   SOLE N/A 8,610,229 0 0
FIRST DATA CORP NEW COM CL A 32008D106 325,193 19,230,837 SH   SOLE N/A 19,230,837 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 253,769 1,366,406 SH   SOLE N/A 1,366,406 0 0
GILDAN ACTIVEWEAR INC COM 375916103 8,017 264,073 SH   SOLE N/A 264,073 0 0
IAC INTERACTIVECORP COM 44919P508 57,610 314,740 SH   SOLE N/A 314,740 0 0
IQVIA HLDGS INC COM 46266C105 308,888 2,658,928 SH   SOLE N/A 2,658,928 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 50,778 1,300,000 SH Call SOLE N/A 1,300,000 0 0
JPMORGAN CHASE & CO COM 46625H100 124,801 1,278,432 SH   SOLE N/A 1,278,432 0 0
LINDE PLC COM G5494J103 233,389 1,495,702 SH   SOLE N/A 1,495,702 0 0
LKQ CORP COM 501889208 112,693 4,748,976 SH   SOLE N/A 4,748,976 0 0
MARATHON PETE CORP COM 56585A102 298,850 5,064,402 SH   SOLE N/A 5,064,402 0 0
MASTERCARD INCORPORATED CL A 57636Q104 103,160 546,832 SH   SOLE N/A 546,832 0 0
MCDERMOTT INTL INC COM 580037703 3,636 556,000 SH   SOLE N/A 556,000 0 0
MICROSOFT CORP COM 594918104 265,614 2,615,088 SH   SOLE N/A 2,615,088 0 0
NETEASE INC SPONSORED ADR 64110W102 239,946 1,019,441 SH   SOLE N/A 1,019,441 0 0
NRG ENERGY INC COM NEW 629377508 203,120 5,129,301 SH   SOLE N/A 5,129,301 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 84,815 4,528,278 SH   SOLE N/A 4,528,278 0 0
PAYPAL HLDGS INC COM 70450Y103 39,999 475,668 SH   SOLE N/A 475,668 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 76,200 4,660,547 SH   SOLE N/A 4,660,547 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 96,115 1,837,768 SH   SOLE N/A 1,837,768 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 11,470 200,000 SH   SOLE N/A 200,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 59,550 2,500,000 SH Call SOLE N/A 2,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 374,880 1,500,000 SH Call SOLE N/A 1,500,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 124,891 1,100,363 SH   SOLE N/A 1,100,363 0 0
STITCH FIX INC COM CL A 860897107 23,593 1,380,512 SH   SOLE N/A 1,380,512 0 0
STONECO LTD COM CL A G85158106 73,052 4,371,774 SH   SOLE N/A 4,371,774 0 0
VERISIGN INC COM 92343E102 8,542 57,602 SH   SOLE N/A 57,602 0 0
VISA INC COM CL A 92826C839 91,767 695,524 SH   SOLE N/A 695,524 0 0
WILLIAMS COS INC DEL COM 969457100 306,979 13,921,956 SH   SOLE N/A 13,921,956 0 0
WIX COM LTD SHS M98068105 203,101 2,248,185 SH   SOLE N/A 2,248,185 0 0
WORLDPAY INC CL A 981558109 185,246 2,423,736 SH   SOLE N/A 2,423,736 0 0