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 | 70,681 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 171,010 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 76,239 | 5,465,164 | SH | SOLE | 5,465,164 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 104,853 | 945,896 | SH | SOLE | 945,896 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 73,450 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 141,062 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 378,270 | 9,000,000 | SH | SOLE | 9,000,000 | 0 | 0 | ||
| NOVOCURE LTD | ORD SHS | G6674U108 | 100,810 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 144,425 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 167,580 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 155,400 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 103,250 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||