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
AUTODESK INC COM 052769106 133,455 856,469 SH   SOLE N/A 856,469 0 0
BANK AMER CORP COM 060505104 224,308 8,130,042 SH   SOLE N/A 8,130,042 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 301 1 SH   SOLE N/A 1 0 0
BURLINGTON STORES INC COM 122017106 107,309 684,894 SH   SOLE N/A 684,894 0 0
CARS COM INC COM 14575E105 33,304 1,460,680 SH   SOLE N/A 1,460,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 318,998 4,666,444 SH   SOLE N/A 4,666,444 0 0
CISION LTD SHS G1992S109 12,467 905,375 SH   SOLE N/A 905,375 0 0
CITIGROUP INC COM NEW 172967424 62,220 1,000,000 SH Call SOLE N/A 1,000,000 0 0
CITIGROUP INC COM NEW 172967424 286,679 4,607,504 SH   SOLE N/A 4,607,504 0 0
COLLIER CREEK HOLDINGS UNIT 99/99/9999 G22707122 20,640 2,000,000 SH   SOLE N/A 2,000,000 0 0
CSX CORP COM 126408103 240,532 3,214,808 SH   SOLE N/A 3,214,808 0 0
FACEBOOK INC CL A 30303M102 101,848 611,002 SH   SOLE N/A 611,002 0 0
FIRST DATA CORP NEW COM CL A 32008D106 387,612 14,754,932 SH   SOLE N/A 14,754,932 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 255,262 1,035,169 SH   SOLE N/A 1,035,169 0 0
GENERAL ELECTRIC CO COM 369604103 152,779 15,293,175 SH   SOLE N/A 15,293,175 0 0
GILDAN ACTIVEWEAR INC COM 375916103 9,498 264,045 SH   SOLE N/A 264,045 0 0
IAC INTERACTIVECORP COM 44919P508 52,032 247,640 SH   SOLE N/A 247,640 0 0
IQVIA HLDGS INC COM 46266C105 287,371 1,997,716 SH   SOLE N/A 1,997,716 0 0
ISHARES TR MSCI INDIA ETF 46429B598 5,288 150,000 SH   SOLE N/A 150,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 3,536 150,146 SH   SOLE N/A 150,146 0 0
LINDE PLC COM G5494J103 252,915 1,437,586 SH   SOLE N/A 1,437,586 0 0
LKQ CORP COM 501889208 100,875 3,554,453 SH   SOLE N/A 3,554,453 0 0
MARATHON PETE CORP COM 56585A102 302,964 5,062,051 SH   SOLE N/A 5,062,051 0 0
MASTERCARD INC CL A 57636Q104 90,070 382,542 SH   SOLE N/A 382,542 0 0
MCDERMOTT INTL INC COM 580037703 10,647 1,431,000 SH   SOLE N/A 1,431,000 0 0
MICROSOFT CORP COM 594918104 314,661 2,667,976 SH   SOLE N/A 2,667,976 0 0
NETEASE INC SPONSORED ADR 64110W102 274,786 1,138,064 SH   SOLE N/A 1,138,064 0 0
NRG ENERGY INC COM NEW 629377508 217,755 5,126,062 SH   SOLE N/A 5,126,062 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 94,322 3,159,866 SH   SOLE N/A 3,159,866 0 0
PAYPAL HLDGS INC COM 70450Y103 36,082 347,476 SH   SOLE N/A 347,476 0 0
PG&E CORP COM 69331C108 119,574 6,717,665 SH   SOLE N/A 6,717,665 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 97,125 4,658,290 SH   SOLE N/A 4,658,290 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 119,598 1,836,866 SH   SOLE N/A 1,836,866 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 25,710 1,000,000 SH Call SOLE N/A 1,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 141,240 500,000 SH Put SOLE N/A 500,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 201,620 1,452,596 SH   SOLE N/A 1,452,596 0 0
STITCH FIX INC COM CL A 860897107 54,222 1,920,733 SH   SOLE N/A 1,920,733 0 0
STONECO LTD COM CL A G85158106 179,609 4,368,974 SH   SOLE N/A 4,368,974 0 0
VISA INC COM CL A 92826C839 89,826 575,106 SH   SOLE N/A 575,106 0 0
WILLIAMS COS INC DEL COM 969457100 365,154 12,714,280 SH   SOLE N/A 12,714,280 0 0
WIX COM LTD SHS M98068105 274,149 2,268,878 SH   SOLE N/A 2,268,878 0 0
WORLDPAY INC CL A 981558109 292,584 2,577,835 SH   SOLE N/A 2,577,835 0 0