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 | 2,210,331 | 881,903 | SH | SOLE | 881,903 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 206,071 | 6,036,046 | SH | SOLE | 6,036,046 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,265,270 | 367,794 | SH | SOLE | 367,794 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 311,484 | 1,809,269 | SH | SOLE | 1,809,269 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 118,783 | 3,724,764 | SH | SOLE | 3,724,764 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 1,513,794 | 19,682,671 | SH | SOLE | 19,682,671 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,258,319 | 1,744,153 | SH | SOLE | 1,744,153 | 0 | 0 | ||
| CIT GROUP INC | COM NEW | 125581801 | 114,566 | 2,220,704 | SH | SOLE | 2,220,704 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 578,439 | 10,144,500 | SH | SOLE | 10,144,500 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 1,024,894 | 31,948,068 | SH | SOLE | 31,948,068 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 752,582 | 8,327,783 | SH | SOLE | 8,327,783 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 854,930 | 2,458,744 | SH | SOLE | 2,458,744 | 0 | 0 | ||
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 115,726 | 138,970 | SH | SOLE | 138,970 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 112,353 | 2,356,400 | SH | SOLE | 2,356,400 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 433,866 | 7,323,877 | SH | SOLE | 7,323,877 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 938,522 | 13,024,177 | SH | SOLE | 13,024,177 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 942,005 | 3,258,404 | SH | SOLE | 3,258,404 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 298,739 | 818,262 | SH | SOLE | 818,262 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 206,254 | 1,279,095 | SH | SOLE | 1,279,095 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,361,949 | 5,027,497 | SH | SOLE | 5,027,497 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 793,578 | 1,502,391 | SH | SOLE | 1,502,391 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 437,399 | 1,500,614 | SH | SOLE | 1,500,614 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 459,070 | 6,305,043 | SH | SOLE | 6,305,043 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 178,421 | 649,749 | SH | SOLE | 649,749 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 281,277 | 192,526 | SH | SOLE | 192,526 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 192,530 | 2,871,017 | SH | SOLE | 2,871,017 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 962,891 | 6,648,425 | SH | SOLE | 6,648,425 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 842,767 | 2,104,602 | SH | SOLE | 2,104,602 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 1,021,759 | 4,369,854 | SH | SOLE | 4,369,854 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 97,502 | 2,152,827 | SH | SOLE | 2,152,827 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 229,931 | 3,249,911 | SH | SOLE | 3,249,911 | 0 | 0 | ||