GVO Asset Management 13FHR Quarterly holdings report by institutional manager | SEC 9 Feb 21

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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	2,882	1,645	SH		SOLE		0	0	1,645
APOLLO GLOBAL MGMT INC	COM CL A	03768E105	20,244	413,316	SH		SOLE		0	0	413,316
BAIDU INC	SPON ADR REP A	056752108	249	1,151	SH		SOLE		0	0	1,151
BLACKSTONE GROUP INC	COM CL A	09260D107	31,707	489,229	SH		SOLE		0	0	489,229
BLACKSTONE MTG TR INC	COM CL A	09257W100	30,260	1,099,149	SH		SOLE		0	0	1,099,149
CANADIAN PAC RY LTD	COM	13645T100	7,977	23,017	SH		SOLE		0	0	23,017
CHARTER COMMUNICATIONS	INC N CL A	16119P108	8,974	13,565	SH		SOLE		0	0	13,565
D R HORTON INC	COM	23331A109	2,545	36,933	SH		SOLE		0	0	36,933
FACEBOOK INC	CL A	30303M102	6,173	22,600	SH		SOLE		0	0	22,600
GDS HLDGS LTD	SPONSORED ADS	36165L108	288	3,073	SH		SOLE		0	0	3,073
HDFC BANK LTD	SPONSORED ADS	40415F101	2,305	31,900	SH		SOLE		0	0	31,900
JINKOSOLAR HLDG CO LTD	SPONSORED ADR	47759T100	130	2,107	SH		SOLE		0	0	2,107
MICROSOFT CORP	COM	594918104	6,811	30,621	SH		SOLE		0	0	30,621
PAYPAL HLDGS INC	COM	70450Y103	2,401	10,250	SH		SOLE		0	0	10,250
T-MOBILE US INC	COM	872590104	7,865	58,327	SH		SOLE		0	0	58,327
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	5,103	46,800	SH		SOLE		0	0	46,800
TAL EDUCATION GROUP	SPONSORED ADS	874080104	173	2,423	SH		SOLE		0	0	2,423
VISA INC	COM CL A	92826C839	5,386	24,625	SH		SOLE		0	0	24,625
ZTO EXPRESS CAYMAN INC	SPONSORED ADS A	98980A105	90	3,077	SH		SOLE		0	0	3,077

GVO Asset Management 13F-HRQuarterly holdings report by institutional manager