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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN CAMPUS CMNTYS INC COM 024835100   209,527,500 3,250,000 SH   SOLE   3,250,000 0 0
ATOTECH LTD COM G0625A105   2,515,500 130,000 SH   SOLE   130,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105   120,210,750 825,000 SH   SOLE   825,000 0 0
CMC MATERIALS INC COM 12571T100   224,276,534 1,285,326 SH   SOLE   1,285,326 0 0
COHERENT INC COM 192479103   186,455,150 700,000 SH   SOLE   700,000 0 0
FIRST HORIZON CORPORATION COM 320517105   14,837,038 678,730 SH   SOLE   678,730 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501   4,884,250 175,000 SH   SOLE   175,000 0 0
MANDIANT INC COM 562662106   80,969,961 3,710,814 SH   SOLE   3,710,814 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108   29,605,500 1,275,000 SH   SOLE   1,275,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108   12,327,498 530,900 SH Put SOLE   530,900 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105   235,391,293 3,755,445 SH   SOLE   3,755,445 0 0
SWITCH INC CL A 87105L104   52,762,500 1,575,000 SH   SOLE   1,575,000 0 0
TWITTER INC COM 90184L102   66,300,397 1,773,212 SH   SOLE   1,773,212 0 0
TWITTER INC COM 90184L102   38,324,750 1,025,000 SH Call SOLE   1,025,000 0 0
VONAGE HLDGS CORP COM 92886T201   95,713,417 5,080,330 SH   SOLE   5,080,330 0 0
WELBILT INC COM 949090104   136,907,500 5,750,000 SH   SOLE   5,750,000 0 0
ZENDESK INC COM 98936J101   68,315,131 922,305 SH   SOLE   922,305 0 0