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 A 02079K305 224,997 80,895 SH   SOLE   80,895 0 0
AMAZON COM INC COM 023135106 188,194 57,729 SH   SOLE   57,729 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 92,033 1,484,642 SH   SOLE   1,484,642 0 0
AVANTOR INC COM 05352A100 265,010 7,835,910 SH   SOLE   7,835,910 0 0
BATH & BODY WORKS INC COM 070830104 99,979 2,091,612 SH   SOLE   2,091,612 0 0
CONX CORP *W EXP 10/30/202 212873111 433 1,000,000 SH   SOLE   1,000,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 346,450 10,946,299 SH   SOLE   10,946,299 0 0
DISH NETWORK CORPORATION CL A 25470M109 7,359 232,500 SH Call SOLE   232,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 186,716 954,237 SH   SOLE   954,237 0 0
FERRARI N V COM N3167Y103 112,789 517,165 SH   SOLE   517,165 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 184,878 1,841,044 SH   SOLE   1,841,044 0 0
GOLDEN ARROW MERGER CORP *W EXP 07/31/202 380799114 104 332,666 SH   SOLE   332,666 0 0
GORES HOLDINGS VII INC *W EXP 02/25/202 38286T119 27 31,190 SH   SOLE   31,190 0 0
GORES HOLDINGS VII INC COM CL A 38286T101 2,456 250,895 SH   SOLE   250,895 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 129,748 855,065 SH   SOLE   855,065 0 0
MICROSOFT CORP COM 594918104 259,499 841,681 SH   SOLE   841,681 0 0
NORFOLK SOUTHN CORP COM 655844108 163,112 571,880 SH   SOLE   571,880 0 0
OUTFRONT MEDIA INC COM 69007J106 126,871 4,462,591 SH   SOLE   4,462,591 0 0
SCHWAB CHARLES CORP COM 808513105 103,907 1,232,436 SH   SOLE   1,232,436 0 0
TRANSUNION COM 89400J107 132,768 1,284,765 SH   SOLE   1,284,765 0 0
UNION PAC CORP COM 907818108 101,868 372,855 SH   SOLE   372,855 0 0
VULCAN MATLS CO COM 929160109 241,394 1,314,069 SH   SOLE   1,314,069 0 0
WORKDAY INC CL A 98138H101 240,497 1,004,329 SH   SOLE   1,004,329 0 0