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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 181,232 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 107,189 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 234,713 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 24,583 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 357,280 | 14,500,000 | SH | SOLE | 14,500,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 99,491 | 308,500 | SH | SOLE | 308,500 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 215,303 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 208,824 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 117,920 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 284,955 | 12,784,000 | SH | SOLE | 12,784,000 | 0 | 0 | ||
| NOVOCURE LTD | ORD SHS | G6674U108 | 71,982 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 486,615 | 6,750,104 | SH | SOLE | 6,750,104 | 0 | 0 | ||