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 238,694 200,000 SH   SOLE   238,694 0 0
ALTABA INC COM 021346101 126,022 1,850,000 SH   SOLE   126,022 0 0
AUTODESK INC COM 052769106 339,539 2,175,000 SH   SOLE   339,539 0 0
BAIDU INC SPON ADR REP A 056752108 160,076 700,000 SH   SOLE   160,076 0 0
BANK AMER CORP COM 060505104 191,490 6,500,000 SH   SOLE   191,490 0 0
BOEING CO COM 097023105 100,413 270,000 SH   SOLE   100,413 0 0
BOOKING HLDGS INC COM 09857L108 277,760 140,000 SH   SOLE   277,760 0 0
DOLLAR TREE INC COM 256746108 81,550 1,000,000 SH   SOLE   81,550 0 0
FACEBOOK INC CL A 30303M102 41,115 250,000 SH   SOLE   41,115 0 0
FERRARI N V COM N3167Y103 332,902 2,431,542 SH   SOLE   332,902 0 0
GRAY TELEVISION INC COM 389375106 140,000 8,000,000 SH   SOLE   140,000 0 0
NETFLIX INC COM 64110L106 65,473 175,000 SH   SOLE   65,473 0 0
NEW YORK TIMES CO CL A 650111107 347,250 15,000,000 SH   SOLE   347,250 0 0
NOVOCURE LTD ORD SHS G6674U108 43,225 824,911 SH   SOLE   43,225 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 550,020 6,000,000 SH   SOLE   550,020 0 0
T MOBILE US INC COM 872590104 154,396 2,200,000 SH   SOLE   154,396 0 0