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
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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
ADOBE INC COM 00724F101 58,413 258,189 SH   SOLE   258,189 0 0
ANTHEM INC COM 036752103 76,477 291,195 SH   SOLE   291,195 0 0
APPLE INC COM 037833100 15,774 100,000 SH   SOLE   100,000 0 0
AUTODESK INC COM 052769106 46,757 363,554 SH   SOLE   363,554 0 0
BOSTON SCIENTIFIC CORP COM 101137107 63,379 1,793,417 SH   SOLE   1,793,417 0 0
CARVANA CO CL A 146869102 17,928 548,078 SH   SOLE   548,078 0 0
CENTENE CORP DEL COM 15135B101 46,173 400,461 SH   SOLE   400,461 0 0
CONAGRA BRANDS INC COM 205887102 289,264 13,542,336 SH   SOLE   13,542,336 0 0
DXC TECHNOLOGY CO COM 23355L106 79,755 1,500,000 SH Call SOLE   0 0 0
EXACT SCIENCES CORP COM 30063P105 46,257 733,069 SH   SOLE   733,069 0 0
EXACT SCIENCES CORP COM 30063P105 47,325 750,000 SH Call SOLE   0 0 0
FALCON MINERALS CORP CL A COM 30607B109 10,982 1,348,436 SH   SOLE   1,348,436 0 0
FALCON MINERALS CORP *W EXP 07/21/202 30607B208 1,513 2,521,551 SH   SOLE   2,521,551 0 0
FIRST DATA CORP NEW COM CL A 32008D106 35,909 2,123,547 SH   SOLE   2,123,547 0 0
FIRST DATA CORP NEW COM CL A 32008D106 50,730 3,000,000 SH Call SOLE   0 0 0
HD SUPPLY HLDGS INC COM 40416M105 202,577 5,399,175 SH   SOLE   5,399,175 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 7,816 200,000 SH Call SOLE   0 0 0
ISHARES TR CORE S&P500 ETF 464287200 17,494 69,530 SH   SOLE   69,530 0 0
ISHARES TR IBOXX HI YD ETF 464288513 16,220 200,000 SH Put SOLE   200,000 0 0
JACK IN THE BOX INC COM 466367109 123,242 1,587,554 SH   SOLE   1,587,554 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,092 80,000 SH   SOLE   80,000 0 0
MICROSOFT CORP COM 594918104 69,879 687,990 SH   SOLE   687,990 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 47,986 875,506 SH   SOLE   875,506 0 0
PTC INC COM 69370C100 35,384 426,826 SH   SOLE   426,826 0 0
SALESFORCE COM INC COM 79466L302 15,752 115,000 SH   SOLE   115,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 73,698 294,887 SH   SOLE   294,887 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 124,960 500,000 SH Call SOLE   0 0 0
SYNOPSYS INC COM 871607107 38,826 460,902 SH   SOLE   460,902 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 37,840 2,453,950 SH   SOLE   2,453,950 0 0
TIFFANY & CO NEW COM 886547108 152,046 1,888,537 SH   SOLE   1,888,537 0 0
TIFFANY & CO NEW COM 886547108 5,926 73,600 SH Call SOLE   0 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 18,249 865,291 SH   SOLE   865,291 0 0
WILLSCOT CORP COM 971375126 1,178 125,000 SH   SOLE   125,000 0 0
WORLDPAY INC CL A 981558109 15,286 200,000 SH   SOLE   200,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 43,134 1,888,524 SH   SOLE   1,888,524 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 237,402 2,288,871 SH   SOLE   2,288,871 0 0