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
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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
ADVISORSHARES TR PURE US CANNABIS 00768Y453 68,594 2,680,508 SH   SOLE   2,680,508 0 0
ALPHABET INC CAP STK CL C 02079K107 148,470 51,310 SH   SOLE   51,310 0 0
AMAZON COM INC COM 023135106 124,804 37,430 SH   SOLE   37,430 0 0
ANAPLAN INC COM 03272L108 160,137 3,492,625 SH   SOLE   3,492,625 0 0
APTARGROUP INC COM 038336103 15,438 126,041 SH   SOLE   126,041 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 113,970 659,814 SH   SOLE   659,814 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 434,427 4,035,178 SH   SOLE   4,035,178 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 17,989 1,141,457 SH   SOLE   1,141,457 0 0
BERRY GLOBAL GROUP INC COM 08579W103 199,684 2,706,482 SH   SOLE   2,706,482 0 0
BRIDGEBIO PHARMA INC COM 10806X102 4,160 249,391 SH   SOLE   249,391 0 0
CANO HEALTH INC COM CL A 13781Y103 35,219 3,952,745 SH   SOLE   3,952,745 0 0
CAREMAX INC COM CL A 14171W103 62,051 8,079,616 SH   SOLE   8,079,616 0 0
CATALENT INC COM 148806102 30,162 235,589 SH   SOLE   235,589 0 0
CENTENE CORP DEL COM 15135B101 151,483 1,838,384 SH   SOLE   1,838,384 0 0
CF INDS HLDGS INC COM 125269100 124,517 1,759,218 SH   SOLE   1,759,218 0 0
CHANGE HEALTHCARE INC COM 15912K100 86,506 4,046,122 SH   SOLE   4,046,122 0 0
COLFAX CORP COM 194014106 161,657 3,516,586 SH   SOLE   3,516,586 0 0
CORTEVA INC COM 22052L104 161,203 3,409,549 SH   SOLE   3,409,549 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 10,833 282,100 SH   SOLE   282,100 0 0
DISCOVER FINL SVCS COM 254709108 50,708 438,802 SH   SOLE   438,802 0 0
DOMA HOLDINGS INC COMMON STOCK 25703A104 50,392 9,919,654 SH   SOLE   9,919,654 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 136,055 6,640,090 SH   SOLE   6,640,090 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 167,999 14,920,016 SH   SOLE   14,920,016 0 0
ELECTRONIC ARTS INC COM 285512109 172,762 1,309,794 SH   SOLE   1,309,794 0 0
EXACT SCIENCES CORP COM 30063P105 174,964 2,248,025 SH   SOLE   2,248,025 0 0
EXPEDIA GROUP INC COM NEW 30212P303 185,810 1,028,166 SH   SOLE   1,028,166 0 0
EXPEDIA GROUP INC COM NEW 30212P303 26,801 148,300 SH Call SOLE   148,300 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 79,522 728,557 SH   SOLE   728,557 0 0
FIFTH WALL ACQUISITN CORP II CLASS A ORD SHS G34142102 16,726 1,682,736 SH   SOLE   1,682,736 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 47,799 57,600 SH   SOLE   57,600 0 0
GODADDY INC CL A 380237107 151,210 1,781,877 SH   SOLE   1,781,877 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 122,272 6,270,343 SH   SOLE   6,270,343 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 98,949 506,861 SH   SOLE   506,861 0 0
IQVIA HLDGS INC COM 46266C105 68,307 242,102 SH   SOLE   242,102 0 0
LENNAR CORP CL A 526057104 125,109 1,077,037 SH   SOLE   1,077,037 0 0
LENNAR CORP CL B 526057302 12,782 133,674 SH   SOLE   133,674 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 186,700 2,952,239 SH   SOLE   2,952,239 0 0
LIVANOVA PLC SHS G5509L101 159,619 1,825,677 SH   SOLE   1,825,677 0 0
MASTERCARD INCORPORATED CL A 57636Q104 38,913 108,297 SH   SOLE   108,297 0 0
MATCH GROUP INC NEW COM 57667L107 47,346 358,000 SH   SOLE   358,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 115,699 11,365,355 SH   SOLE   11,365,355 0 0
MISTER CAR WASH INC COM 60646V105 25,276 1,388,044 SH   SOLE   1,388,044 0 0
MORGAN STANLEY COM NEW 617446448 141,199 1,438,457 SH   SOLE   1,438,457 0 0
NEW RELIC INC COM 64829B100 516,422 4,696,452 SH   SOLE   4,696,452 0 0
NICE LTD SPONSORED ADR 653656108 127,434 419,743 SH   SOLE   419,743 0 0
PALO ALTO NETWORKS INC COM 697435105 121,351 217,959 SH   SOLE   217,959 0 0
PEGASYSTEMS INC COM 705573103 128,406 1,148,328 SH   SOLE   1,148,328 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 94,362 2,638,768 SH   SOLE   2,638,768 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 133,622 2,911,794 SH   SOLE   2,911,794 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 26,147 1,882,462 SH   SOLE   1,882,462 0 0
PINTEREST INC CL A 72352L106 92,540 2,545,814 SH   SOLE   2,545,814 0 0
PURE STORAGE INC CL A 74624M102 91,163 2,800,699 SH   SOLE   2,800,699 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 49,890 3,098,748 SH   SOLE   3,098,748 0 0
RED ROCK RESORTS INC CL A 75700L108 197,951 3,598,457 SH   SOLE   3,598,457 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 111,929 2,315,453 SH   SOLE   2,315,453 0 0
SALESFORCE COM INC COM 79466L302 209,579 824,692 SH   SOLE   824,692 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,818,270 5,933,700 SH Put SOLE   5,933,700 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 22,518 221,373 SH   SOLE   221,373 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 107,570 1,312,145 SH   SOLE   1,312,145 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 16,007 1,623,447 SH   SOLE   1,623,447 0 0
TEMPUR SEALY INTL INC COM 88023U101 128,343 2,728,968 SH   SOLE   2,728,968 0 0
TOLL BROTHERS INC COM 889478103 61,157 844,833 SH   SOLE   844,833 0 0
UBER TECHNOLOGIES INC COM 90353T100 186,113 4,438,659 SH   SOLE   4,438,659 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 95,945 403,996 SH   SOLE   403,996 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 262,515 6,427,885 SH   SOLE   6,427,885 0 0
WIX COM LTD SHS M98068105 47,278 299,624 SH   SOLE   299,624 0 0
WORKDAY INC CL A 98138H101 92,930 340,180 SH   SOLE   340,180 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 260,392 4,078,190 SH   SOLE   4,078,190 0 0