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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 146,145 5,113,085 SH   SOLE   5,113,085 0 0
ALPHABET INC CAP STK CL C 02079K107 121,900 100,000 SH   SOLE   100,000 0 0
ALTICE USA INC CL A 02156K103 143,400 5,000,000 SH   SOLE   5,000,000 0 0
APTIV PLC SHS G6095L109 78,678 900,000 SH   SOLE   900,000 0 0
AVANTOR INC COM 05352A100 50,715 3,450,000 SH   SOLE   3,450,000 0 0
BECTON DICKINSON & CO COM 075887109 25,296 100,000 SH   SOLE   100,000 0 0
BOEING CO COM 097023105 95,118 250,000 SH   SOLE   250,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 154,622 3,800,000 SH   SOLE   3,800,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 138,060 335,000 SH   SOLE   335,000 0 0
CONOCOPHILLIPS COM 20825C104 28,490 500,000 SH   SOLE   500,000 0 0
DANAHER CORPORATION COM 235851102 86,658 600,000 SH   SOLE   600,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 58,425 1,500,000 SH   SOLE   1,500,000 0 0
DOMINOS PIZZA INC COM 25754A201 61,148 250,000 SH   SOLE   250,000 0 0
EMERSON ELEC CO COM 291011104 78,560 1,175,000 SH   SOLE   1,175,000 0 0
EQUIFAX INC COM 294429105 84,402 600,000 SH   SOLE   600,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 75,762 5,175,000 SH   SOLE   5,175,000 0 0
FACEBOOK INC CL A 30303M102 200,340 1,125,000 SH   SOLE   1,125,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 165,950 1,250,000 SH   SOLE   1,250,000 0 0
FISERV INC COM 337738108 170,924 1,650,000 SH   SOLE   1,650,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 21,724 350,000 SH   SOLE   350,000 0 0
GENMAB A S SPONSORED ADS 372303206 6,584 325,000 SH   SOLE   325,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 113,976 550,000 SH   SOLE   550,000 0 0
INVITATION HOMES INC COM 46187W107 118,440 4,000,000 SH   SOLE   4,000,000 0 0
JOHNSON & JOHNSON COM 478160104 113,854 880,000 SH   SOLE   880,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 61,755 590,000 SH   SOLE   590,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 42,692 1,027,000 SH   SOLE   1,027,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 53,835 1,283,000 SH   SOLE   1,283,000 0 0
LYFT INC CL A COM 55087P104 77,596 1,900,000 SH   SOLE   1,900,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 74,559 415,000 SH   SOLE   415,000 0 0
PALO ALTO NETWORKS INC COM 697435105 203,830 1,000,000 SH   SOLE   1,000,000 0 0
SEA LTD SPONSORED ADS 81141R100 99,814 3,225,000 SH   SOLE   3,225,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 107,728 363,000 SH   SOLE   363,000 0 0
TRADEWEB MKTS INC CL A 892672106 36,980 1,000,000 SH   SOLE   1,000,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 72,631 532,014 SH   SOLE   532,014 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 84,710 500,000 SH   SOLE   500,000 0 0
VICI PPTYS INC COM 925652109 260,475 11,500,000 SH   SOLE   11,500,000 0 0
VISA INC COM CL A 92826C839 170,238 989,698 SH   SOLE   989,698 0 0
WASTE MGMT INC DEL COM 94106L109 149,500 1,300,000 SH   SOLE   1,300,000 0 0
WAYFAIR INC CL A 94419L101 128,938 1,150,000 SH   SOLE   1,150,000 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 21,971 1,065,000 SH   SOLE   1,065,000 0 0