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 A 02079K305 1,831 750 SH   OTR 1,2 750 0 0
AMAZON COM INC COM 023135106 62,783 18,250 SH   OTR 1,2 18,250 0 0
AMBEV SA SPONSORED ADR 02319V103 31,804 9,245,476 SH   OTR 1,2 9,245,476 0 0
ANAPLAN INC COM 03272L108 10,001 187,639 SH   OTR 1,2 187,639 0 0
AT&T INC COM 00206R102 2,964 103,000 SH   OTR 1,2 103,000 0 0
BOEING CO COM 097023105 37,224 155,384 SH   OTR 1,2 155,384 0 0
CF INDS HLDGS INC COM 125269100 26,750 519,929 SH   OTR 1,2 519,929 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 11,054 441,258 SH   OTR 1,2 441,258 0 0
DIDI GLOBAL INC SPONSORED ADS 23292E108 16,204 1,146,000 SH   OTR 1,2 1,146,000 0 0
FACEBOOK INC CL A 30303M102 53,965 155,202 SH   OTR 1,2 155,202 0 0
HCA HEALTHCARE INC COM 40412C101 26,762 129,449 SH   OTR 1,2 129,449 0 0
JD.COM INC SPON ADR CL A 47215P106 16,324 204,541 SH   OTR 1,2 204,541 0 0
LAS VEGAS SANDS CORP COM 517834107 37,701 715,526 SH   OTR 1,2 715,526 0 0
MARRIOTT INTL INC NEW CL A 571903202 35,187 257,740 SH   OTR 1,2 257,740 0 0
MASTERCARD INCORPORATED CL A 57636Q104 22,085 60,492 SH   OTR 1,2 60,492 0 0
MICROSOFT CORP COM 594918104 24,811 91,588 SH   OTR 1,2 91,588 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 12,217 415,400 SH   OTR 1,2 415,400 0 0
OUTFRONT MEDIA INC COM 69007J106 31,896 1,327,339 SH   OTR 1,2 1,327,339 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 53,977 632,933 SH   OTR 1,2 632,933 0 0
SEA LTD SPONSORED ADS 81141R100 45,826 166,882 SH   OTR 1,2 166,882 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 23,188 1,840,290 SH   OTR 1,2 1,840,290 0 0
SERVICENOW INC COM 81762P102 23,478 42,723 SH   OTR 1,2 42,723 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200 43,292 1,494,431 SH   OTR 1,2 1,494,431 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 13,521 286,532 SH   OTR 1,2 286,532 0 0
UBER TECHNOLOGIES INC COM 90353T100 39,239 782,900 SH   OTR 1,2 782,900 0 0
UNITED RENTALS INC COM 911363109 10,427 32,685 SH   OTR 1,2 32,685 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,288 65,648 SH   OTR 1,2 65,648 0 0
WELLS FARGO CO NEW COM 949746101 42,682 942,418 SH   OTR 1,2 942,418 0 0
WORKDAY INC CL A 98138H101 4,417 18,500 SH   OTR 1,2 18,500 0 0
AMAZON COM INC COM 023135106 30,273 8,800 SH Call OTR 1,2 8,800 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 18,492 504,000 SH Call OTR 1,2 504,000 0 0