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 178,534 827,696 SH   SOLE   827,696 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 26,893 181,573 SH   SOLE   181,573 0 0
AMAZON COM INC COM 023135106 22,835 8,277 SH   SOLE   8,277 0 0
ANTHEM INC COM 036752103 36,495 138,776 SH   SOLE   138,776 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 36,095 466,763 SH   SOLE   466,763 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 389,391 5,635,178 SH   SOLE   5,635,178 0 0
AUTOZONE INC COM 053332102 32,902 29,165 SH   SOLE   29,165 0 0
AVANTOR INC COM 05352A100 81,903 4,817,828 SH   SOLE   4,817,828 0 0
AXALTA COATING SYS LTD COM G0750C108 53,890 2,389,784 SH   SOLE   2,389,784 0 0
BERRY GLOBAL GROUP INC COM 08579W103 411,728 9,289,882 SH   SOLE   9,289,882 0 0
CANNAE HLDGS INC COM 13765N107 28,672 697,624 SH   SOLE   697,624 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 191,864 12,275,338 SH   SOLE   12,275,338 0 0
CARGURUS INC COM CL A 141788109 16,126 636,149 SH   SOLE   636,149 0 0
CENTENE CORP DEL COM 15135B101 99,026 1,558,238 SH   SOLE   1,558,238 0 0
CHANGE HEALTHCARE INC COM 15912K100 179,124 15,993,170 SH   SOLE   15,993,170 0 0
CHARLES RIV LABS INTL INC COM 159864107 22,062 126,539 SH   SOLE   126,539 0 0
CIGNA CORP NEW COM 125523100 97,374 518,915 SH   SOLE   518,915 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 114,497 4,536,320 SH   SOLE   4,536,320 0 0
CORTEVA INC COM 22052L104 172,821 6,450,941 SH   SOLE   6,450,941 0 0
D R HORTON INC COM 23331A109 84,440 1,522,807 SH   SOLE   1,522,807 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 46,645 3,499,254 SH   SOLE   3,499,254 0 0
DUPONT DE NEMOURS INC COM 26614N102 301,073 5,666,732 SH   SOLE   5,666,732 0 0
EXACT SCIENCES CORP COM 30063P105 99,173 1,140,710 SH   SOLE   1,140,710 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 54,645 407,524 SH   SOLE   407,524 0 0
GODADDY INC CL A 380237107 99,749 1,360,280 SH   SOLE   1,360,280 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 58,653 4,192,463 SH   SOLE   4,192,463 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 87,258 1,322,686 SH   SOLE   1,322,686 0 0
HD SUPPLY HLDGS INC COM 40416M105 138,552 3,998,628 SH   SOLE   3,998,628 0 0
ICU MED INC COM 44930G107 15,338 83,220 SH   SOLE   83,220 0 0
INSPIRE MED SYS INC COM 457730109 36,756 422,381 SH   SOLE   422,381 0 0
IQVIA HLDGS INC COM 46266C105 109,519 771,912 SH   SOLE   771,912 0 0
JPMORGAN CHASE & CO COM 46625H100 131,935 1,402,667 SH   SOLE   1,402,667 0 0
KEURIG DR PEPPER INC COM 49271V100 39,046 1,374,850 SH   SOLE   1,374,850 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 22,389 134,785 SH   SOLE   134,785 0 0
LENNAR CORP CL B 526057302 6,831 148,210 SH   SOLE   148,210 0 0
LENNAR CORP CL A 526057104 138,394 2,245,930 SH   SOLE   2,245,930 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 185,803 5,859,455 SH   SOLE   5,859,455 0 0
LKQ CORP COM 501889208 141,115 5,386,079 SH   SOLE   5,386,079 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 239,377 7,799,839 SH   SOLE   7,799,839 0 0
MASTERCARD INCORPORATED CL A 57636Q104 50,001 169,093 SH   SOLE   169,093 0 0
MCKESSON CORP COM 58155Q103 23,576 153,670 SH   SOLE   153,670 0 0
MORGAN STANLEY COM NEW 617446448 138,927 2,876,343 SH   SOLE   2,876,343 0 0
NEW RELIC INC COM 64829B100 319,887 4,642,771 SH   SOLE   4,642,771 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 265,260 10,482,502 SH   SOLE   10,482,502 0 0
OUTFRONT MEDIA INC COM 69007J106 89,659 6,327,351 SH   SOLE   6,327,351 0 0
PALO ALTO NETWORKS INC COM 697435105 124,105 540,362 SH   SOLE   540,362 0 0
PINTEREST INC CL A 72352L106 127,069 5,731,565 SH   SOLE   5,731,565 0 0
PLANET FITNESS INC CL A 72703H101 29,636 489,285 SH   SOLE   489,285 0 0
PURE STORAGE INC CL A 74624M102 146,536 8,455,623 SH   SOLE   8,455,623 0 0
RAYMOND JAMES FINL INC COM 754730109 79,179 1,150,352 SH   SOLE   1,150,352 0 0
REALPAGE INC COM 75606N109 210,540 3,238,574 SH   SOLE   3,238,574 0 0
RED ROCK RESORTS INC CL A 75700L108 56,571 5,185,233 SH   SOLE   5,185,233 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 111,543 2,041,792 SH   SOLE   2,041,792 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 52,040 1,034,585 SH   SOLE   1,034,585 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 132,523 3,830,148 SH   SOLE   3,830,148 0 0
SCHWAB CHARLES CORP COM 808513105 138,133 4,094,036 SH   SOLE   4,094,036 0 0
SEALED AIR CORP NEW COM 81211K100 125,946 3,833,976 SH   SOLE   3,833,976 0 0
SHAKE SHACK INC CL A 819047101 80,014 1,510,270 SH   SOLE   1,510,270 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,061,594 6,342,800 SH Call SOLE   6,342,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,325,948 4,300,000 SH Put SOLE   4,300,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 92,273 357,386 SH   SOLE   357,386 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 79,618 1,409,666 SH   SOLE   1,409,666 0 0
TAPESTRY INC COM 876030107 16,866 1,270,000 SH   SOLE   1,270,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 137,065 1,905,003 SH   SOLE   1,905,003 0 0
UBER TECHNOLOGIES INC COM 90353T100 79,966 2,572,899 SH   SOLE   2,572,899 0 0
US FOODS HLDG CORP COM 912008109 178,594 9,056,491 SH   SOLE   9,056,491 0 0
VALVOLINE INC COM 92047W101 68,521 3,544,790 SH   SOLE   3,544,790 0 0
VENTAS INC COM 92276F100 43,625 1,191,302 SH   SOLE   1,191,302 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 172,799 12,743,291 SH   SOLE   12,743,291 0 0
VICI PPTYS INC COM 925652109 45,988 2,277,746 SH   SOLE   2,277,746 0 0
WELLTOWER INC COM 95040Q104 42,936 829,680 SH   SOLE   829,680 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 78,226 1,800,375 SH   SOLE   1,800,375 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 127,523 2,213,550 SH   SOLE   2,213,550 0 0