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
ADOBE INC COM 00724F101 255,778 959,804 SH   SOLE   959,804 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 71,761 393,318 SH   SOLE   393,318 0 0
ALPHABET INC CAP STK CL C 02079K107 88,816 75,697 SH   SOLE   75,697 0 0
AMAZON COM INC COM 023135106 91,030 51,119 SH   SOLE   51,119 0 0
ANTHEM INC COM 036752103 81,273 283,200 SH   SOLE   283,200 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 664 19,000 SH   SOLE   19,000 0 0
BOEING CO COM 097023105 37,227 97,600 SH Put SOLE   97,600 0 0
BOEING CO COM 097023105 193,130 506,344 SH   SOLE   506,344 0 0
BOEING CO COM 097023105 34,328 90,000 SH Call SOLE   90,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 118,111 3,077,400 SH   SOLE   3,077,400 0 0
BURLINGTON STORES INC COM 122017106 59,773 381,500 SH   SOLE   381,500 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 18,803 411,000 SH   SOLE   411,000 0 0
COMCAST CORP NEW CL A 20030N101 150,360 3,760,869 SH   SOLE   3,760,869 0 0
COPART INC COM 217204106 57,779 953,600 SH   SOLE   953,600 0 0
CSX CORP COM 126408103 94,004 1,256,400 SH   SOLE   1,256,400 0 0
D R HORTON INC COM 23331A109 93,259 2,253,733 SH   SOLE   2,253,733 0 0
FAR PT ACQUISITION CORP COM CL A 30734W109 23,934 2,405,421 SH   SOLE   2,405,421 0 0
FAR PT ACQUISITION CORP *W EXP 06/01/202 30734W117 1,243 927,900 SH   SOLE   927,900 0 0
INTELSAT S A COM L5140P101 10,571 675,000 SH Put SOLE   675,000 0 0
INTELSAT S A COM L5140P101 10,630 678,800 SH   SOLE   678,800 0 0
IQVIA HLDGS INC COM 46266C105 93,805 652,100 SH   SOLE   652,100 0 0
LOWES COS INC COM 548661107 76,530 699,100 SH   SOLE   699,100 0 0
MCDONALDS CORP COM 580135101 57,103 300,700 SH   SOLE   300,700 0 0
NETFLIX INC COM 64110L106 112,809 316,381 SH   SOLE   316,381 0 0
NORFOLK SOUTHERN CORP COM 655844108 66,033 353,323 SH   SOLE   353,323 0 0
PFIZER INC COM 717081103 54,353 1,279,800 SH   SOLE   1,279,800 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 130,819 2,009,200 SH   SOLE   2,009,200 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 54,307 473,800 SH   SOLE   473,800 0 0
SALESFORCE COM INC COM 79466L302 273,191 1,725,020 SH   SOLE   1,725,020 0 0
SEA LTD SPONSORED ADS 81141R100 13,305 565,699 SH   SOLE   565,699 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 542,418 1,920,200 SH Put SOLE   1,920,200 0 0
SYSCO CORP COM 871829107 91,094 1,364,500 SH   SOLE   1,364,500 0 0
TJX COS INC NEW COM 872540109 73,499 1,381,300 SH   SOLE   1,381,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 67,641 524,796 SH   SOLE   524,796 0 0
US FOODS HLDG CORP COM 912008109 27,648 791,981 SH   SOLE   791,981 0 0
WENDYS CO COM 95058W100 39,802 2,224,800 SH   SOLE   2,224,800 0 0
WORLDPAY INC CL A 981558109 142,772 1,257,900 SH   SOLE   1,257,900 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 44,797 350,800 SH   SOLE   350,800 0 0