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 92,886 565,000 SH Put SOLE   565,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 161,244 3,046,940 SH   SOLE   3,046,940 0 0
ADOBE INC COM 00724F101 272,481 986,355 SH   SOLE   986,355 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 35,210 370,050 SH   SOLE   370,050 0 0
ARAMARK COM 03852U106 25,523 585,670 SH   SOLE   585,670 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 777 15,900 SH   SOLE   15,900 0 0
BOSTON SCIENTIFIC CORP COM 101137107 69,962 1,719,399 SH   SOLE   1,719,399 0 0
COPART INC COM 217204106 58,128 723,620 SH   SOLE   723,620 0 0
D R HORTON INC COM 23331A109 157,632 2,990,560 SH   SOLE   2,990,560 0 0
DEERE & CO COM 244199105 69,130 409,830 SH   SOLE   409,830 0 0
ELECTRONIC ARTS INC COM 285512109 82,451 842,890 SH   SOLE   842,890 0 0
ENVISTA HLDGS CORP COM 29415F104 8,364 300,000 SH   SOLE   300,000 0 0
FAIR ISAAC CORP COM 303250104 20,184 66,500 SH   SOLE   66,500 0 0
FAR PT ACQUISITION CORP *W EXP 06/01/202 30734W117 589 490,800 SH   SOLE   490,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 251,609 1,895,218 SH   SOLE   1,895,218 0 0
GLOBAL PMTS INC COM 37940X102 192,966 1,213,623 SH   SOLE   1,213,623 0 0
IQVIA HLDGS INC COM 46266C105 122,596 820,700 SH   SOLE   820,700 0 0
JACOBS ENGR GROUP INC COM 469814107 132,474 1,447,800 SH   SOLE   1,447,800 0 0
KB HOME COM 48666K109 32,953 969,209 SH   SOLE   969,209 0 0
KBR INC COM 48242W106 77,573 3,161,070 SH   SOLE   3,161,070 0 0
KIMBERLY CLARK CORP COM 494368103 154,762 1,089,490 SH   SOLE   1,089,490 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 162,581 779,240 SH   SOLE   779,240 0 0
LENNAR CORP CL A 526057104 24,483 438,378 SH   SOLE   438,378 0 0
LOCKHEED MARTIN CORP COM 539830109 156,381 400,914 SH   SOLE   400,914 0 0
LYFT INC CL A COM 55087P104 45,086 1,103,967 SH   SOLE   1,103,967 0 0
MEDTRONIC PLC SHS G5960L103 94,541 870,380 SH   SOLE   870,380 0 0
NORTHROP GRUMMAN CORP COM 666807102 112,448 300,030 SH   SOLE   300,030 0 0
OWENS CORNING NEW COM 690742101 40,399 639,220 SH   SOLE   639,220 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 202,258 2,843,100 SH   SOLE   2,843,100 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 8,395 118,000 SH Call SOLE   118,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 49,239 454,528 SH   SOLE   454,528 0 0
SALESFORCE COM INC COM 79466L302 225,205 1,517,144 SH   SOLE   1,517,144 0 0
SERVICENOW INC COM 81762P102 87,939 346,420 SH   SOLE   346,420 0 0
SOCIAL CAP HEDOSOPHIA HLDGS *W EXP 09/14/202 G8250R129 2,929 1,171,693 SH   SOLE   1,171,693 0 0
SOCIAL CAP HEDOSOPHIA HLDGS CL A G8250R103 49,299 4,607,400 SH   SOLE   4,607,400 0 0
SONY CORP SPONSORED ADR 835699307 135,778 2,296,262 SH   SOLE   2,296,262 0 0
SUMMIT MATLS INC CL A 86614U100 30,919 1,392,766 SH   SOLE   1,392,766 0 0
TYSON FOODS INC CL A 902494103 124,165 1,441,430 SH   SOLE   1,441,430 0 0
TYSON FOODS INC CL A 902494103 32,733 380,000 SH Call SOLE   380,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 141,493 1,180,881 SH   SOLE   1,180,881 0 0
UNITED PARCEL SERVICE INC CL B 911312106 34,748 290,000 SH Call SOLE   290,000 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 86,053 626,890 SH   SOLE   626,890 0 0