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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 308,317 1,453,642 SH   SOLE   1,453,642 0 0
ALPHABET INC CAP STK CL C 02079K107 170,639 127,626 SH   SOLE   127,626 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 23,148 207,068 SH   SOLE   207,068 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 430,622 5,626,840 SH   SOLE   5,626,840 0 0
AVANTOR INC COM 05352A100 16,816 926,519 SH   SOLE   926,519 0 0
BERRY GLOBAL GROUP INC COM 08579W103 562,216 11,838,615 SH   SOLE   11,838,615 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 45,808 2,014,433 SH   SOLE   2,014,433 0 0
BOSTON SCIENTIFIC CORP COM 101137107 139,333 3,081,220 SH   SOLE   3,081,220 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 481,695 12,626,339 SH   SOLE   12,626,339 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 20,914 548,200 SH Call SOLE   548,200 0 0
CENTENE CORP DEL COM 15135B101 135,791 2,159,876 SH   SOLE   2,159,876 0 0
CF INDS HLDGS INC COM 125269100 177,074 3,709,123 SH   SOLE   3,709,123 0 0
CIGNA CORP NEW COM 125523100 210,296 1,028,393 SH   SOLE   1,028,393 0 0
CITIZENS FINL GROUP INC COM 174610105 149,396 3,678,787 SH   SOLE   3,678,787 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 131,060 2,238,433 SH   SOLE   2,238,433 0 0
CORTEVA INC COM 22052L104 199,891 6,762,205 SH   SOLE   6,762,205 0 0
COTY INC COM CL A 222070203 93,588 8,318,907 SH   SOLE   8,318,907 0 0
D R HORTON INC COM 23331A109 63,377 1,201,464 SH   SOLE   1,201,464 0 0
DOMINOS PIZZA INC COM 25754A201 122,764 417,877 SH   SOLE   417,877 0 0
ELECTRONIC ARTS INC COM 285512109 174,914 1,626,957 SH   SOLE   1,626,957 0 0
ENVISTA HLDGS CORP COM 29415F104 90,012 3,036,849 SH   SOLE   3,036,849 0 0
EQUINIX INC COM 29444U700 88,245 151,182 SH   SOLE   151,182 0 0
GODADDY INC CL A 380237107 271,813 4,001,956 SH   SOLE   4,001,956 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 91,029 910,287 SH   SOLE   910,287 0 0
HAEMONETICS CORP COM 405024100 33,337 290,140 SH   SOLE   290,140 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 144,470 1,560,989 SH   SOLE   1,560,989 0 0
INTERXION HOLDING N.V SHS N47279109 76,183 908,992 SH   SOLE   908,992 0 0
IQVIA HLDGS INC COM 46266C105 176,245 1,140,672 SH   SOLE   1,140,672 0 0
L BRANDS INC COM 501797104 105,587 5,827,115 SH   SOLE   5,827,115 0 0
LENNAR CORP CL A 526057104 155,695 2,790,740 SH   SOLE   2,790,740 0 0
LENNAR CORP CL B 526057302 6,721 150,360 SH   SOLE   150,360 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 390,462 8,494,772 SH   SOLE   8,494,772 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 144,282 2,270,375 SH   SOLE   2,270,375 0 0
MORGAN STANLEY COM NEW 617446448 87,046 1,702,768 SH   SOLE   1,702,768 0 0
NETFLIX INC COM 64110L106 21,948 67,831 SH   SOLE   67,831 0 0
NEW RELIC INC COM 64829B100 165,738 2,522,259 SH   SOLE   2,522,259 0 0
NUTANIX INC CL A 67059N108 160,491 5,134,078 SH   SOLE   5,134,078 0 0
PAYPAL HLDGS INC COM 70450Y103 139,291 1,287,707 SH   SOLE   1,287,707 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 73,076 2,573,100 SH   SOLE   2,573,100 0 0
PG&E CORP COM 69331C108 45,437 4,180,000 SH   SOLE   4,180,000 0 0
PINTEREST INC CL A 72352L106 78,829 4,229,041 SH   SOLE   4,229,041 0 0
PROGRESSIVE CORP OHIO COM 743315103 175,242 2,420,808 SH   SOLE   2,420,808 0 0
PURE STORAGE INC CL A 74624M102 180,394 10,543,202 SH   SOLE   10,543,202 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 203,840 2,278,557 SH   SOLE   2,278,557 0 0
REALPAGE INC COM 75606N109 203,554 3,787,051 SH   SOLE   3,787,051 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 151,256 1,132,921 SH   SOLE   1,132,921 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 106,047 794,300 SH Call SOLE   794,300 0 0
SHAKE SHACK INC CL A 819047101 64,931 1,090,000 SH   SOLE   1,090,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 138,256 924,480 SH   SOLE   924,480 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 102,710 1,672,797 SH   SOLE   1,672,797 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 152,969 1,249,441 SH   SOLE   1,249,441 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 279,253 5,871,602 SH   SOLE   5,871,602 0 0
UBER TECHNOLOGIES INC COM 90353T100 133,040 4,473,421 SH   SOLE   4,473,421 0 0
US FOODS HLDG CORP COM 912008109 250,559 5,981,364 SH   SOLE   5,981,364 0 0
VEREIT INC COM 92339V100 128,451 13,901,648 SH   SOLE   13,901,648 0 0
VULCAN MATLS CO COM 929160109 156,227 1,084,983 SH   SOLE   1,084,983 0 0
WW INTL INC COM 98262P101 114,918 3,007,544 SH   SOLE   3,007,544 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 148,283 3,227,762 SH   SOLE   3,227,762 0 0