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
ARAMARK COM 03852U106 59,605 2,640,917 SH   SOLE   2,640,917 0 0
BRINKS CO COM 109696104 30,037 660,000 SH   SOLE   660,000 0 0
CERENCE INC COM 156727109 40,743 997,620 SH   SOLE   997,620 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 63,695 124,883 SH   SOLE   124,883 0 0
CHURCHILL CAP CORP II UNIT 99/99/9999 17143G205 24,360 2,000,000 SH   SOLE   2,000,000 0 0
CHURCHILL CAP CORP III UNIT 03/01/2027 17144C203 11,310 1,000,000 SH   SOLE   1,000,000 0 0
CLARIVATE PLC ORD SHS G21810109 65,675 2,941,114 SH   SOLE   2,941,114 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 45,410 1,177,646 SH   SOLE   1,177,646 0 0
EBAY INC. COM 278642103 17,323 330,272 SH   SOLE   330,272 0 0
GODADDY INC CL A 380237107 118,934 1,621,898 SH   SOLE   1,621,898 0 0
GORES METROPOULOS INC UNIT 99/99/9999 382872208 4,724 419,529 SH   SOLE   419,529 0 0
GREEN DOT CORP CL A 39304D102 62,950 1,282,607 SH   SOLE   1,282,607 0 0
GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 21,020 2,000,000 SH   SOLE   2,000,000 0 0
HARLEY DAVIDSON INC COM 412822108 39,675 1,669,110 SH   SOLE   1,669,110 0 0
IQVIA HLDGS INC COM 46266C105 83,235 586,658 SH   SOLE   586,658 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 21,811 857,365 SH   SOLE   857,365 0 0
L BRANDS INC COM 501797104 18,081 1,207,800 SH   SOLE   1,207,800 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 24,888 784,849 SH   SOLE   784,849 0 0
NRG ENERGY INC COM NEW 629377508 61,683 1,894,435 SH   SOLE   1,894,435 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 65,442 2,586,129 SH   SOLE   2,586,129 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 16,066 1,303,003 SH   SOLE   1,303,003 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,295 10,704 SH   SOLE   10,704 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 105,532 7,782,583 SH   SOLE   7,782,583 0 0
VOYA FINANCIAL INC COM 929089100 1,307 28,024 SH   SOLE   28,024 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 29,052 984,806 SH   SOLE   984,806 0 0