The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 152,984 | 5,113,085 | SH | SOLE | 5,113,085 | 0 | 0 | ||
ALLSTATE CORP | COM | 020002101 | 140,562 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 100,277 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 136,700 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 92,392 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 40,720 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 79,135 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | RIGHT 99/99/9999 | 110122108 | 7,688 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 60,255 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 80,790 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 75,180 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
ENVISTA HLDGS CORP | COM | 29415F104 | 62,244 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 205,250 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 139,090 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 138,756 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 24,798 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 44,640 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 91,500 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
GOGO INC | COM | 38046C109 | 1,325 | 207,063 | SH | SOLE | 207,063 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 114,965 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
JOHNSON & JOHNSON | CALL | 478160104 | 145,870 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 30,696 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 43,085 | 895,000 | SH | SOLE | 895,000 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 51,624 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 34,957 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 149,480 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 60,548 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 89,452 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 83,457 | 2,075,000 | SH | SOLE | 2,075,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 45,704 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | CALL | 78462F103 | 321,860 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 69,525 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
UNIQURE NV | SHS | N90064101 | 23,289 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 138,528 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 88,194 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 98,528 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 185,238 | 7,250,000 | SH | SOLE | 7,250,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 93,950 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 108,262 | 950,000 | SH | SOLE | 950,000 | 0 | 0 |