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
3M CO COM 88579Y101 80,603 465,000 SH Put SOLE   465,000 0 0
ADOBE INC COM 00724F101 289,681 983,135 SH   SOLE   983,135 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 194,369 1,147,060 SH   SOLE   1,147,060 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 108,448 640,000 SH Put SOLE   640,000 0 0
ARAMARK COM 03852U106 64,668 1,793,340 SH   SOLE   1,793,340 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,359 30,600 SH   SOLE   30,600 0 0
BOEING CO COM 097023105 178,216 489,590 SH   SOLE   489,590 0 0
BOEING CO COM 097023105 34,581 95,000 SH Call SOLE   95,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 114,688 2,668,400 SH   SOLE   2,668,400 0 0
CENTENE CORP DEL COM 15135B101 68,384 1,304,043 SH   SOLE   1,304,043 0 0
CHANGE HEALTHCARE INC COM 15912K100 657 45,000 SH   SOLE   45,000 0 0
CHEWY INC CL A 16679L109 10,500 300,000 SH   SOLE   300,000 0 0
COMCAST CORP NEW CL A 20030N101 87,569 2,071,172 SH   SOLE   2,071,172 0 0
COPART INC COM 217204106 53,962 722,000 SH   SOLE   722,000 0 0
CSX CORP COM 126408103 54,794 708,204 SH   SOLE   708,204 0 0
D R HORTON INC COM 23331A109 87,995 2,040,220 SH   SOLE   2,040,220 0 0
DISNEY WALT CO COM DISNEY 254687106 157,066 1,124,790 SH   SOLE   1,124,790 0 0
FAR PT ACQUISITION CORP COM CL A 30734W109 24,511 2,405,421 SH   SOLE   2,405,421 0 0
FAR PT ACQUISITION CORP *W EXP 06/01/202 30734W117 1,188 927,900 SH   SOLE   927,900 0 0
FIRST DATA CORP NEW COM CL A 32008D106 46,106 1,703,200 SH   SOLE   1,703,200 0 0
FISERV INC COM 337738108 28,486 312,480 SH   SOLE   312,480 0 0
INGERSOLL-RAND PLC SHS G47791101 96,016 758,000 SH   SOLE   758,000 0 0
INTELSAT S A COM L5140P101 13,129 675,000 SH Put SOLE   675,000 0 0
INTELSAT S A COM L5140P101 13,175 677,380 SH   SOLE   677,380 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 280,110 1,500,000 SH Put SOLE   1,500,000 0 0
IQVIA HLDGS INC COM 46266C105 176,734 1,098,410 SH   SOLE   1,098,410 0 0
JACOBS ENGR GROUP INC COM 469814107 112,951 1,338,436 SH   SOLE   1,338,436 0 0
KBR INC COM 48242W106 75,080 3,010,410 SH   SOLE   3,010,410 0 0
KIMBERLY CLARK CORP COM 494368103 97,308 730,100 SH   SOLE   730,100 0 0
LAS VEGAS SANDS CORP COM 517834107 47,272 800,000 SH Put SOLE   800,000 0 0
LOCKHEED MARTIN CORP COM 539830109 233,473 642,220 SH   SOLE   642,220 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 21,228 1,089,190 SH   SOLE   1,089,190 0 0
NETFLIX INC COM 64110L106 261,150 710,961 SH   SOLE   710,961 0 0
NORFOLK SOUTHERN CORP COM 655844108 42,302 212,223 SH   SOLE   212,223 0 0
NORTHROP GRUMMAN CORP COM 666807102 73,898 228,708 SH   SOLE   228,708 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 143,819 2,068,150 SH   SOLE   2,068,150 0 0
SALESFORCE COM INC COM 79466L302 240,964 1,588,111 SH   SOLE   1,588,111 0 0
SEA LTD SPONSORED ADS 81141R100 40,719 1,225,739 SH   SOLE   1,225,739 0 0
SONY CORP SPONSORED ADR 835699307 162,743 3,106,370 SH   SOLE   3,106,370 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 138,392 946,466 SH   SOLE   946,466 0 0
TESLA INC COM 88160R101 110,166 493,000 SH Put SOLE   493,000 0 0
THE REALREAL INC COM 88339P101 2,890 100,000 SH   SOLE   100,000 0 0
TOTAL SYS SVCS INC COM 891906109 149,645 1,166,640 SH   SOLE   1,166,640 0 0
TYSON FOODS INC CL A 902494103 91,575 1,134,192 SH   SOLE   1,134,192 0 0
TYSON FOODS INC CL A 902494103 56,518 700,000 SH Put SOLE   700,000 0 0
WORLDPAY INC CL A 981558109 249,697 2,037,510 SH   SOLE   2,037,510 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 103,465 878,760 SH   SOLE   878,760 0 0