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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,389,418 | 14,964,119 | SH | SOLE | 14,964,119 | 0 | 0 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 261,100 | 1,481,837 | SH | SOLE | 1,481,837 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 1,100,998 | 50,830,926 | SH | SOLE | 50,830,926 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 1,065,538 | 7,420,184 | SH | SOLE | 7,420,184 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 923,288 | 12,565,167 | SH | SOLE | 12,565,167 | 0 | 0 | ||
| MULTIPLAN CORPORATION | COM | 62548M100 | 409,488 | 51,250,000 | SH | SOLE | 51,250,000 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 156,052 | 16,137,695 | SH | SOLE | 16,137,695 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 2,068,254 | 32,986,504 | SH | SOLE | 32,986,504 | 0 | 0 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 855,366 | 50,975,315 | SH | SOLE | 50,975,315 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 825,546 | 3,972,984 | SH | SOLE | 3,972,984 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 3,714,868 | 72,840,541 | SH | SOLE | 72,840,541 | 0 | 0 | ||