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
ABBOTT LABS COM 002824100 20,069 219,505 SH   SOLE   219,505 0 0
ALPHABET INC CAP STK CL A 02079K305 41,357 29,165 SH   SOLE   29,165 0 0
AMAZON COM INC COM 023135106 67,541 24,482 SH   SOLE   24,482 0 0
AMERICAN TOWER CORP NEW COM 03027X100 21,168 81,875 SH   SOLE   81,875 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 14,575 113,285 SH   SOLE   113,285 0 0
ANTHEM INC COM 036752103 20,197 76,800 SH Call SOLE   76,800 0 0
ANTHEM INC COM 036752103 45,470 172,903 SH   SOLE   172,903 0 0
APPLE INC COM 037833100 4,560 12,500 SH Call SOLE   12,500 0 0
APPLE INC COM 037833100 56,358 154,489 SH   SOLE   154,489 0 0
BAXTER INTL INC COM 071813109 9,643 112,000 SH Call SOLE   112,000 0 0
BAXTER INTL INC COM 071813109 24,844 288,545 SH   SOLE   288,545 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 17,909 67 SH   SOLE   67 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,053 11,500 SH Call SOLE   11,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,398 97,464 SH   SOLE   97,464 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 18,380 762,970 SH   SOLE   762,970 0 0
BLACKSTONE MTG TR INC NOTE 4.375% 5/0 09257WAB6 6,925 7,275,000 PRN   SOLE   7,275,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 37,212 1,059,880 SH   SOLE   1,059,880 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 34,700 1,054,709 SH   SOLE   1,054,709 0 0
CANADIAN PAC RY LTD COM 13645T100 42,888 167,965 SH   SOLE   167,965 0 0
COCA COLA CO COM 191216100 223 5,000 SH Call SOLE   5,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 21,453 1,977,270 SH   SOLE   1,977,270 0 0
EQUINIX INC COM 29444U700 6,552 9,330 SH   SOLE   9,330 0 0
GCI LIBERTY INC COM CLASS A 36164V305 18,251 256,620 SH   SOLE   256,620 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 11,857 60,000 SH Call SOLE   60,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 46,627 235,945 SH   SOLE   235,945 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 483 33,100 SH   SOLE   33,100 0 0
HOME DEPOT INC COM 437076102 18,707 74,675 SH   SOLE   74,675 0 0
HONEYWELL INTL INC COM 438516106 1,590 11,000 SH Call SOLE   11,000 0 0
HONEYWELL INTL INC COM 438516106 18,048 124,820 SH   SOLE   124,820 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 77,994 315,000 SH Put SOLE   315,000 0 0
JPMORGAN CHASE & CO COM 46625H100 28,659 304,687 SH   SOLE   304,687 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 11,906 96,050 SH   SOLE   96,050 0 0
LINDE PLC SHS G5494J103 80,750 380,700 SH Call SOLE   380,700 0 0
LINDE PLC SHS G5494J103 95,042 448,080 SH   SOLE   448,080 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 10,318 232,755 SH   SOLE   232,755 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 13,361 309,505 SH   SOLE   309,505 0 0
MCDONALDS CORP COM 580135101 26,403 143,130 SH   SOLE   143,130 0 0
MICROSOFT CORP COM 594918104 49,114 241,336 SH   SOLE   241,336 0 0
NORTONLIFELOCK INC COM 668771108 37,589 1,895,570 SH   SOLE   1,895,570 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 2,051 21,000 SH Put SOLE   21,000 0 0
S&P GLOBAL INC COM 78409V104 14,332 43,500 SH Call SOLE   43,500 0 0
S&P GLOBAL INC COM 78409V104 37,906 115,047 SH   SOLE   115,047 0 0
SALESFORCE COM INC COM 79466L302 47,812 255,230 SH   SOLE   255,230 0 0
SL GREEN RLTY CORP COM 78440X101 9,890 200,655 SH   SOLE   200,655 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 194,267 630,000 SH Put SOLE   630,000 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105 10,355 1,180,747 SH   SOLE   1,180,747 0 0
SUNCOR ENERGY INC NEW COM 867224107 28,271 1,676,806 SH   SOLE   1,676,806 0 0
T-MOBILE US INC COM 872590104 27,884 267,725 SH   SOLE   267,725 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 6 37,300 SH   SOLE   37,300 0 0
TEXAS INSTRS INC COM 882508104 8,761 69,000 SH Call SOLE   69,000 0 0
TEXAS INSTRS INC COM 882508104 38,339 301,955 SH   SOLE   301,955 0 0
UNITEDHEALTH GROUP INC COM 91324P102 16,612 56,320 SH   SOLE   56,320 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,609 59,700 SH Call SOLE   59,700 0 0
VERTIV HOLDINGS CO *W EXP 06/12/202 92537N116 2,231 559,107 SH   SOLE   559,107 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 36,461 2,688,889 SH   SOLE   2,688,889 0 0
VERTIV HOLDINGS CO UNIT 06/12/2023 92537N207 594 40,650 SH   SOLE   40,650 0 0
VISA INC COM CL A 92826C839 12,073 62,500 SH Call SOLE   62,500 0 0
VISA INC COM CL A 92826C839 27,764 143,726 SH   SOLE   143,726 0 0