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
ADOBE INC COM 00724F101 180,339 612,046 SH   SOLE N/A 612,046 0 0
AUTODESK INC COM 052769106 139,353 855,453 SH   SOLE N/A 855,453 0 0
BANK AMER CORP COM 060505104 338,218 11,662,693 SH   SOLE N/A 11,662,693 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 318 1 SH   SOLE N/A 1 0 0
BOEING CO COM 097023105 221,601 608,777 SH   SOLE N/A 608,777 0 0
BURLINGTON STORES INC COM 122017106 150,101 882,168 SH   SOLE N/A 882,168 0 0
CARS COM INC COM 14575E105 28,805 1,460,680 SH   SOLE N/A 1,460,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 325,089 4,749,290 SH   SOLE N/A 4,749,290 0 0
CISION LTD SHS G1992S109 10,828 923,066 SH   SOLE N/A 923,066 0 0
CITIGROUP INC COM NEW 172967424 455,348 6,502,185 SH   SOLE N/A 6,502,185 0 0
COLLIER CREEK HOLDINGS UNIT 99/99/9999 G22707122 21,200 1,999,999 SH   SOLE N/A 1,999,999 0 0
CORE LABORATORIES N V COM N22717107 6,799 130,055 SH   SOLE N/A 130,055 0 0
CSX CORP COM 126408103 210,270 2,717,723 SH   SOLE N/A 2,717,723 0 0
DISNEY WALT CO COM DISNEY 254687106 5,167 37,000 SH   SOLE N/A 37,000 0 0
EDISON INTL COM 281020107 90,266 1,339,061 SH   SOLE N/A 1,339,061 0 0
FACEBOOK INC CL A 30303M102 110,624 573,183 SH   SOLE N/A 573,183 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 128,362 1,046,314 SH   SOLE N/A 1,046,314 0 0
FIRST DATA CORP NEW COM CL A 32008D106 237,350 8,767,996 SH   SOLE N/A 8,767,996 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 276,762 985,444 SH   SOLE N/A 985,444 0 0
GENERAL ELECTRIC CO COM 369604103 17,810 1,696,152 SH   SOLE N/A 1,696,152 0 0
GILDAN ACTIVEWEAR INC COM 375916103 10,394 268,730 SH   SOLE N/A 268,730 0 0
GLOBAL PMTS INC COM 37940X102 41,955 262,005 SH   SOLE N/A 262,005 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 90,673 697,270 SH   SOLE N/A 697,270 0 0
IAC INTERACTIVECORP COM 44919P508 54,826 252,037 SH   SOLE N/A 252,037 0 0
IQVIA HLDGS INC COM 46266C105 312,482 1,942,087 SH   SOLE N/A 1,942,087 0 0
ISHARES TR 20 YR TR BD ETF 464287432 132,810 1,000,000 SH Put SOLE N/A 1,000,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 64,155 1,500,000 SH Call SOLE N/A 1,500,000 0 0
KOHLS CORP COM 500255104 28,300 595,171 SH   SOLE N/A 595,171 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 3,130 149,885 SH   SOLE N/A 149,885 0 0
LINDE PLC SHS G5494J103 278,156 1,385,241 SH   SOLE N/A 1,385,241 0 0
LKQ CORP COM 501889208 36,332 1,365,365 SH   SOLE N/A 1,365,365 0 0
LYFT INC CL A COM 55087P104 18,858 286,992 SH   SOLE N/A 286,992 0 0
MARATHON PETE CORP COM 56585A102 411,819 7,369,706 SH   SOLE N/A 7,369,706 0 0
MASTERCARD INC CL A 57636Q104 95,266 360,134 SH   SOLE N/A 360,134 0 0
MCDERMOTT INTL INC COM 580037703 2,405 249,000 SH   SOLE N/A 249,000 0 0
MICROSOFT CORP COM 594918104 392,256 2,928,158 SH   SOLE N/A 2,928,158 0 0
NATIONAL OILWELL VARCO INC COM 637071101 17,525 788,347 SH   SOLE N/A 788,347 0 0
NETEASE INC SPONSORED ADR 64110W102 285,999 1,118,190 SH   SOLE N/A 1,118,190 0 0
NRG ENERGY INC COM NEW 629377508 203,207 5,786,082 SH   SOLE N/A 5,786,082 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 53,199 1,365,126 SH   SOLE N/A 1,365,126 0 0
PAYPAL HLDGS INC COM 70450Y103 29,337 256,312 SH   SOLE N/A 256,312 0 0
PG&E CORP COM 69331C108 161,409 7,042,258 SH   SOLE N/A 7,042,258 0 0
RANGE RES CORP COM 75281A109 15,804 2,264,168 SH   SOLE N/A 2,264,168 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 145,619 2,094,032 SH   SOLE N/A 2,094,032 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 59,630 1,000,000 SH Put SOLE N/A 1,000,000 0 0
SNAP INC CL A 83304A106 17,375 1,215,000 SH   SOLE N/A 1,215,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 146,500 500,000 SH Call SOLE N/A 500,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 175,217 1,198,308 SH   SOLE N/A 1,198,308 0 0
STITCH FIX INC COM CL A 860897107 71,467 2,234,029 SH   SOLE N/A 2,234,029 0 0
STONECO LTD COM CL A G85158106 108,685 3,674,287 SH   SOLE N/A 3,674,287 0 0
TESLA INC COM 88160R101 55,536 248,526 SH   SOLE N/A 248,526 0 0
TOTAL SYS SVCS INC COM 891906109 78,517 612,121 SH   SOLE N/A 612,121 0 0
TUFIN SOFTWARE TECHNOLOGIS L SHS M8893U102 20,773 802,348 SH   SOLE N/A 802,348 0 0
VISA INC COM CL A 92826C839 94,074 542,058 SH   SOLE N/A 542,058 0 0
WILLIAMS COS INC DEL COM 969457100 289,301 10,317,445 SH   SOLE N/A 10,317,445 0 0
WIX COM LTD SHS M98068105 238,172 1,676,088 SH   SOLE N/A 1,676,088 0 0
WORLDPAY INC CL A 981558109 300,207 2,449,673 SH   SOLE N/A 2,449,673 0 0