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
ADT INC DEL COM 00090Q103 8,198 974,800 SH   SOLE   340,000 0 634,800
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,052 76,200 SH   SOLE   22,500 0 53,700
ALPHABET INC CAP STK CL A 02079K305 10,676 3,685 SH   SOLE   1,300 0 2,385
AMAZON COM INC COM 023135106 4,001 1,200 SH   SOLE   1,200 0 0
AMAZON COM INC COM 023135106 46,681 14,000 SH Call SOLE   2,000 0 12,000
AVID TECHNOLOGY INC COM 05367P100 7,403 227,300 SH   SOLE   85,000 0 142,300
BAUSCH HEALTH COS INC COM 071734107 8,015 290,300 SH   SOLE   100,000 0 190,300
BK OF AMERICA CORP COM 060505104 3,911 87,900 SH   SOLE   40,000 0 47,900
CAPITAL ONE FINL CORP COM 14040H105 4,367 30,100 SH   SOLE   12,000 0 18,100
COINBASE GLOBAL INC COM CL A 19260Q107 13,376 53,000 SH Call SOLE   18,000 0 35,000
DELTA AIR LINES INC DEL COM NEW 247361702 9,496 243,000 SH   SOLE   80,000 0 163,000
DIAMONDBACK ENERGY INC COM 25278X109 7,981 74,000 SH   SOLE   30,000 0 44,000
DXC TECHNOLOGY CO COM 23355L106 10,420 323,700 SH   SOLE   110,000 0 213,700
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 5,736 697,000 SH   SOLE   255,000 0 442,000
FARFETCH LTD ORD SH CL A 30744W107 8,638 258,400 SH   SOLE   90,000 0 168,400
FISERV INC COM 337738108 6,809 65,600 SH   SOLE   25,000 0 40,600
GENERAL MTRS CO COM 37045V100 9,228 157,400 SH   SOLE   55,000 0 102,400
HERBALIFE NUTRITION LTD COM SHS G4412G101 7,400 180,800 SH   SOLE   63,000 0 117,800
ISHARES TR 20 YR TR BD ETF 464287432 33,787 228,000 SH Call SOLE   80,500 0 147,500
JPMORGAN CHASE & CO COM 46625H100 6,318 39,900 SH   SOLE   14,000 0 25,900
KARUNA THERAPEUTICS INC COM 48576A100 2,515 19,200 SH   SOLE   7,000 0 12,200
MATTEL INC COM 577081102 8,704 403,700 SH   SOLE   135,000 0 268,700
META PLATFORMS INC CL A 30303M102 10,561 31,400 SH   SOLE   10,400 0 21,000
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 10,553 508,800 SH   SOLE   170,000 0 338,800
ONEMAIN HLDGS INC COM 68268W103 5,274 105,400 SH   SOLE   40,000 0 65,400
OVINTIV INC COM 69047Q102 9,118 270,575 SH   SOLE   80,000 0 190,575
PRECIGEN INC COM 74017N105 1,106 298,200 SH   SOLE   0 0 298,200
QUOTIENT TECHNOLOGY INC COM 749119103 5,981 806,000 SH   SOLE   300,000 0 506,000
ROCKET COS INC COM CL A 77311W101 3,959 282,800 SH   SOLE   100,000 0 182,800
SOFI TECHNOLOGIES INC COM 83406F102 3,064 193,800 SH   SOLE   77,000 0 116,800
SPLUNK INC COM 848637104 6,677 57,700 SH   SOLE   16,000 0 41,700
SPLUNK INC COM 848637104 1,620 14,000 SH Call SOLE   14,000 0 0
STITCH FIX INC COM CL A 860897107 3,037 160,500 SH   SOLE   61,000 0 99,500
TAYLOR MORRISON HOME CORP COM 87724P106 7,118 203,600 SH   SOLE   74,000 0 129,600
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 6,007 749,900 SH   SOLE   245,000 0 504,900
THE REALREAL INC COM 88339P101 2,014 173,500 SH   SOLE   70,000 0 103,500
TIVITY HEALTH INC COM 88870R102 9,106 344,400 SH   SOLE   120,000 0 224,400
TRAVEL PLUS LEISURE CO COM 894164102 3,062 55,400 SH   SOLE   20,000 0 35,400
TUPPERWARE BRANDS CORP COM 899896104 4,329 283,100 SH   SOLE   66,000 0 217,100
UBER TECHNOLOGIES INC COM 90353T100 6,281 149,800 SH   SOLE   35,000 0 114,800
UBER TECHNOLOGIES INC COM 90353T100 4,612 110,000 SH Call SOLE   110,000 0 0
VONTIER CORPORATION COM 928881101 4,972 161,800 SH   SOLE   60,000 0 101,800
WW INTL INC COM 98262P101 5,787 358,800 SH   SOLE   130,000 0 228,800