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 151,774 652,148 SH   SOLE   652,148 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 16,373 125,979 SH   SOLE   125,979 0 0
ALPHABET INC CAP STK CL C 02079K107 124,007 70,785 SH   SOLE   70,785 0 0
AMAZON COM INC COM 023135106 26,915 8,264 SH   SOLE   8,264 0 0
ANALOG DEVICES INC COM 032654105 99,179 671,351 SH   SOLE   671,351 0 0
ANTHEM INC COM 036752103 132,470 412,564 SH   SOLE   412,564 0 0
AON PLC SHS CL A G0403H108 79,013 373,989 SH   SOLE   373,989 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 36,732 252,040 SH   SOLE   252,040 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 319,586 4,035,178 SH   SOLE   4,035,178 0 0
AUTONATION INC COM 05329W102 125,972 1,805,008 SH   SOLE   1,805,008 0 0
AVANTOR INC COM 05352A100 95,553 3,394,410 SH   SOLE   3,394,410 0 0
BERRY GLOBAL GROUP INC COM 08579W103 367,468 6,539,743 SH   SOLE   6,539,743 0 0
CANNAE HLDGS INC COM 13765N107 82,757 1,869,381 SH   SOLE   1,869,381 0 0
CAPITAL ONE FINL CORP COM 14040H105 134,019 1,355,777 SH   SOLE   1,355,777 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 64,211 1,528,827 SH   SOLE   1,528,827 0 0
CARGURUS INC COM CL A 141788109 71,731 2,260,660 SH   SOLE   2,260,660 0 0
CENTENE CORP DEL COM 15135B101 96,231 1,603,041 SH   SOLE   1,603,041 0 0
CHANGE HEALTHCARE INC COM 15912K100 156,436 8,387,990 SH   SOLE   8,387,990 0 0
CHARLES RIV LABS INTL INC COM 159864107 16,989 67,994 SH   SOLE   67,994 0 0
CIGNA CORP NEW COM 125523100 163,624 785,972 SH   SOLE   785,972 0 0
CORTEVA INC COM 22052L104 308,464 7,966,527 SH   SOLE   7,966,527 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 104,053 3,466,110 SH   SOLE   3,466,110 0 0
DEERFIELD HEALTHCARE TECH AC COM CL A 244413100 3,766 241,418 SH   SOLE   241,418 0 0
DISCOVER FINL SVCS COM 254709108 168,635 1,862,749 SH   SOLE   1,862,749 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 61,954 2,488,109 SH   SOLE   2,488,109 0 0
DUPONT DE NEMOURS INC COM 26614N102 215,216 3,026,523 SH   SOLE   3,026,523 0 0
EXACT SCIENCES CORP COM 30063P105 124,787 941,858 SH   SOLE   941,858 0 0
EXPEDIA GROUP INC COM NEW 30212P303 144,590 1,092,069 SH   SOLE   1,092,069 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 37,212 263,057 SH   SOLE   263,057 0 0
FISERV INC COM 337738108 113,181 994,034 SH   SOLE   994,034 0 0
FOLEY TRASIMENE ACQUISITION *W EXP 08/11/202 344328117 4,117 897,023 SH   SOLE   897,023 0 0
FOLEY TRASIMENE ACQUISITION COM CL A 344328109 4,259 282,069 SH   SOLE   282,069 0 0
FOLEY TRASIMENE ACQUISITION UNIT 99/99/9999 344328208 6,872 404,250 SH   SOLE   404,250 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 19,246 254,000 SH   SOLE   254,000 0 0
GODADDY INC CL A 380237107 93,357 1,125,466 SH   SOLE   1,125,466 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 59,798 3,529,977 SH   SOLE   3,529,977 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 140,550 1,071,753 SH   SOLE   1,071,753 0 0
GUARDANT HEALTH INC COM 40131M109 26,374 204,638 SH   SOLE   204,638 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 583,556 1,860,000 SH Put SOLE   1,860,000 0 0
IQVIA HLDGS INC COM 46266C105 136,539 762,064 SH   SOLE   762,064 0 0
JAWS ACQUISITION CORP SHS G50744104 32,778 2,444,299 SH   SOLE   2,444,299 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 125,068 614,434 SH   SOLE   614,434 0 0
LENNAR CORP CL A 526057104 155,530 2,040,271 SH   SOLE   2,040,271 0 0
LENNAR CORP CL B 526057302 8,968 146,528 SH   SOLE   146,528 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 169,251 3,973,023 SH   SOLE   3,973,023 0 0
LKQ CORP COM 501889208 155,605 4,415,574 SH   SOLE   4,415,574 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 322,977 8,601,248 SH   SOLE   8,601,248 0 0
MASTERCARD INCORPORATED CL A 57636Q104 50,749 142,178 SH   SOLE   142,178 0 0
MCKESSON CORP COM 58155Q103 25,019 143,852 SH   SOLE   143,852 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 47,167 2,542,720 SH   SOLE   2,542,720 0 0
MORGAN STANLEY COM NEW 617446448 195,975 2,859,695 SH   SOLE   2,859,695 0 0
NEW RELIC INC COM 64829B100 362,265 5,539,215 SH   SOLE   5,539,215 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 321,344 7,288,354 SH   SOLE   7,288,354 0 0
OUTFRONT MEDIA INC COM 69007J106 97,550 4,987,225 SH   SOLE   4,987,225 0 0
PALO ALTO NETWORKS INC COM 697435105 165,900 466,811 SH   SOLE   466,811 0 0
PEGASYSTEMS INC COM 705573103 58,609 439,810 SH   SOLE   439,810 0 0
PINTEREST INC CL A 72352L106 89,366 1,356,083 SH   SOLE   1,356,083 0 0
PLURALSIGHT INC COM CL A 72941B106 104,890 5,004,313 SH   SOLE   5,004,313 0 0
PURE STORAGE INC CL A 74624M102 89,829 3,972,974 SH   SOLE   3,972,974 0 0
REALPAGE INC COM 75606N109 248,111 2,844,002 SH   SOLE   2,844,002 0 0
RED ROCK RESORTS INC CL A 75700L108 144,482 5,770,029 SH   SOLE   5,770,029 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 135,029 1,992,756 SH   SOLE   1,992,756 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 97,947 1,839,726 SH   SOLE   1,839,726 0 0
SCHWAB CHARLES CORP COM 808513105 42,166 794,979 SH   SOLE   794,979 0 0
SEALED AIR CORP NEW COM 81211K100 32,282 704,992 SH   SOLE   704,992 0 0
SENIOR CONNECT ACQUISITN COR UNIT 12/09/2023 81723H207 31,614 3,072,278 SH   SOLE   3,072,278 0 0
SPDR GOLD TR GOLD SHS 78463V107 267,540 1,500,000 SH Call SOLE   1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,046,864 2,800,000 SH Put SOLE   2,800,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 96,822 1,330,885 SH   SOLE   1,330,885 0 0
TEMPUR SEALY INTL INC COM 88023U101 159,711 5,915,211 SH   SOLE   5,915,211 0 0
TOLL BROTHERS INC COM 889478103 120,636 2,775,161 SH   SOLE   2,775,161 0 0
UBER TECHNOLOGIES INC COM 90353T100 124,585 2,442,848 SH   SOLE   2,442,848 0 0
US FOODS HLDG CORP COM 912008109 157,769 4,736,375 SH   SOLE   4,736,375 0 0
VALVOLINE INC COM 92047W101 76,492 3,305,626 SH   SOLE   3,305,626 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 91,180 4,883,783 SH   SOLE   4,883,783 0 0
WELLTOWER INC COM 95040Q104 93,716 1,450,266 SH   SOLE   1,450,266 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 180,952 7,809,736 SH   SOLE   7,809,736 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 97,973 2,038,986 SH   SOLE   2,038,986 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 127,818 984,734 SH   SOLE   984,734 0 0