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
ALPHABET INC CAP STK CL C 02079K107 200,553 150,000 SH   SOLE   150,000 0 0
AUTODESK INC COM 052769106 279,777 1,525,000 SH   SOLE   1,525,000 0 0
BANK AMER CORP COM 060505104 228,930 6,500,000 SH   SOLE   6,500,000 0 0
BOEING CO COM 097023105 83,883 257,500 SH   SOLE   257,500 0 0
FACEBOOK INC CL A 30303M102 307,875 1,500,000 SH   SOLE   1,500,000 0 0
FERRARI N V COM N3167Y103 264,864 1,600,000 SH   SOLE   1,600,000 0 0
GRAY TELEVISION INC COM 389375106 171,520 8,000,000 SH   SOLE   8,000,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 98,400 2,500,000 SH   SOLE   2,500,000 0 0
NETFLIX INC COM 64110L106 291,213 900,000 SH   SOLE   900,000 0 0
NEW YORK TIMES CO CL A 650111107 386,040 12,000,000 SH   SOLE   12,000,000 0 0
NOVOCURE LTD ORD SHS G6674U108 113,765 1,350,000 SH   SOLE   1,350,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 327,960 4,500,000 SH   SOLE   4,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 178,440 6,000,000 SH   SOLE   6,000,000 0 0