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

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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 3,109,491 33,435,391 SH   SOLE   33,435,391 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 279,282 1,481,837 SH   SOLE   1,481,837 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,349,053 50,830,926 SH   SOLE   50,830,926 0 0
COMPUTE HEALTH ACQUISITIN CO UNIT 99/99/9999 204833206 75,675 7,499,999 SH   SOLE   7,499,999 0 0
COUPANG INC CL A 22266T109 141,000 2,857,142 SH   SOLE   2,857,142 0 0
ELECTRONIC ARTS INC COM 285512109 1,923,608 14,210,000 SH   SOLE   14,210,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,063,641 12,565,167 SH   SOLE   12,565,167 0 0
MULTIPLAN CORPORATION COM 62548M100 284,438 51,250,000 SH   SOLE   51,250,000 0 0
MULTIPLAN CORPORATION *W EXP 02/13/202 62548M118 2,400 2,500,000 SH   SOLE   2,500,000 0 0
NOVAGOLD RES INC COM NEW 66987E206 141,366 16,137,695 SH   SOLE   16,137,695 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,112,456 32,986,504 SH   SOLE   32,986,504 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 996,588 5,640,000 SH   SOLE   5,640,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,970,538 72,840,541 SH   SOLE   72,840,541 0 0