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
ALPHABET INC CAP STK CL C 02079K107 310,295 150,000 SH   SOLE   150,000 0 0
COMCAST CORP NEW CL A 20030N101 162,330 3,000,000 SH   SOLE   3,000,000 0 0
DOORDASH INC CL A 25809K105 461,775 3,521,505 SH   SOLE   3,521,505 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 30,237 1,189,500 SH   SOLE   1,189,500 0 0
FACEBOOK INC CL A 30303M102 250,351 850,000 SH   SOLE   850,000 0 0
FERRARI N V COM N3167Y103 209,280 1,000,000 SH   SOLE   1,000,000 0 0
GRAY TELEVISION INC COM 389375106 66,386 3,607,933 SH   SOLE   3,607,933 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 254,075 2,500,000 SH   SOLE   2,500,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 181,380 1,500,000 SH   SOLE   1,500,000 0 0
INARI MED INC COM 45332Y109 111,194 1,039,200 SH   SOLE   1,039,200 0 0
MICROSOFT CORP COM 594918104 271,136 1,150,000 SH   SOLE   1,150,000 0 0
NETFLIX INC COM 64110L106 130,415 250,000 SH   SOLE   250,000 0 0
NEW YORK TIMES CO CL A 650111107 506,200 10,000,000 SH   SOLE   10,000,000 0 0
NEWS CORP NEW CL A 65249B109 127,150 5,000,000 SH   SOLE   5,000,000 0 0
NOVOCURE LTD ORD SHS G6674U108 66,090 500,000 SH   SOLE   500,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 168,660 1,500,000 SH   SOLE   1,500,000 0 0
SHOPIFY INC CL A 82509L107 127,248 115,000 SH   SOLE   115,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 144,394 4,206,049 SH   SOLE   4,206,049 0 0