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
ADAPTHEALTH CORP COMMON STOCK 00653Q102 5,227 326,091 SH   SOLE   326,091 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 57,300 2,746,883 SH   SOLE   2,746,883 0 0
ALPHABET INC CAP STK CL C 02079K107 115,434 41,330 SH   SOLE   41,330 0 0
AMAZON COM INC COM 023135106 124,889 38,310 SH   SOLE   38,310 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 51,499 321,464 SH   SOLE   321,464 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 397,102 4,035,178 SH   SOLE   4,035,178 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 12,706 1,367,710 SH   SOLE   1,367,710 0 0
AZENTA INC COM 114340102 18,363 221,560 SH   SOLE   221,560 0 0
BERRY GLOBAL GROUP INC COM 08579W103 146,983 2,535,932 SH   SOLE   2,535,932 0 0
CAREMAX INC COM CL A 14171W103 53,240 7,127,114 SH   SOLE   7,127,114 0 0
CATALENT INC COM 148806102 78,153 704,713 SH   SOLE   704,713 0 0
CENTENE CORP DEL COM 15135B101 121,896 1,447,867 SH   SOLE   1,447,867 0 0
CF INDS HLDGS INC COM 125269100 78,001 756,847 SH   SOLE   756,847 0 0
CHANGE HEALTHCARE INC COM 15912K100 96,453 4,424,454 SH   SOLE   4,424,454 0 0
COLFAX CORP COM 194014106 105,025 2,639,481 SH   SOLE   2,639,481 0 0
CORTEVA INC COM 22052L104 148,551 2,584,400 SH   SOLE   2,584,400 0 0
COUPA SOFTWARE INC COM 22266L106 136,679 1,344,865 SH   SOLE   1,344,865 0 0
DOMA HOLDINGS INC COMMON STOCK 25703A104 27,106 12,491,449 SH   SOLE   12,491,449 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 113,635 6,486,044 SH   SOLE   6,486,044 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 124,651 14,148,855 SH   SOLE   14,148,855 0 0
ELECTRONIC ARTS INC COM 285512109 136,645 1,080,116 SH   SOLE   1,080,116 0 0
EXACT SCIENCES CORP COM 30063P105 157,143 2,247,468 SH   SOLE   2,247,468 0 0
EXPEDIA GROUP INC COM NEW 30212P303 155,676 795,605 SH   SOLE   795,605 0 0
FARFETCH LTD ORD SH CL A 30744W107 73,646 4,870,787 SH   SOLE   4,870,787 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 74,830 745,173 SH   SOLE   745,173 0 0
FIFTH WALL ACQUISITN CORP III CLASS A ORD SHS G34142102 12,253 1,261,923 SH   SOLE   1,261,923 0 0
GODADDY INC CL A 380237107 115,539 1,380,393 SH   SOLE   1,380,393 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 120,586 6,017,266 SH   SOLE   6,017,266 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 34,708 206,803 SH   SOLE   206,803 0 0
IAA INC COM 449253103 70,164 1,834,349 SH   SOLE   1,834,349 0 0
IQVIA HLDGS INC COM 46266C105 48,647 210,403 SH   SOLE   210,403 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 16,044 101,884 SH   SOLE   101,884 0 0
LENNAR CORP CL A 526057104 125,378 1,544,640 SH   SOLE   1,544,640 0 0
LENNAR CORP CL B 526057302 9,132 133,601 SH   SOLE   133,601 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 154,623 2,213,954 SH   SOLE   2,213,954 0 0
LIVANOVA PLC SHS G5509L101 159,417 1,948,147 SH   SOLE   1,948,147 0 0
MASTERCARD INCORPORATED CL A 57636Q104 33,711 94,327 SH   SOLE   94,327 0 0
MATCH GROUP INC NEW COM 57667L107 21,609 198,725 SH   SOLE   198,725 0 0
MCKESSON CORP COM 58155Q103 8,878 29,000 SH   SOLE   29,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 66,083 8,649,595 SH   SOLE   8,649,595 0 0
MISTER CAR WASH INC COM 60646V105 17,196 1,162,686 SH   SOLE   1,162,686 0 0
MORGAN STANLEY COM NEW 617446448 142,881 1,634,798 SH   SOLE   1,634,798 0 0
NATERA INC COM 632307104 6,837 168,059 SH   SOLE   168,059 0 0
NEW RELIC INC COM 64829B100 344,637 5,153,069 SH   SOLE   5,153,069 0 0
NICE LTD SPONSORED ADR 653656108 107,263 489,786 SH   SOLE   489,786 0 0
OAK STR HEALTH INC COM 67181A107 73,233 2,724,427 SH   SOLE   2,724,427 0 0
PEGASYSTEMS INC COM 705573103 70,951 879,740 SH   SOLE   879,740 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 83,329 1,636,782 SH   SOLE   1,636,782 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 606 50,000 SH   SOLE   50,000 0 0
PINTEREST INC CL A 72352L106 88,393 3,591,739 SH   SOLE   3,591,739 0 0
RED ROCK RESORTS INC CL A 75700L108 121,375 2,499,484 SH   SOLE   2,499,484 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 112,070 2,189,717 SH   SOLE   2,189,717 0 0
SALESFORCE COM INC COM 79466L302 160,462 755,757 SH   SOLE   755,757 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,581,845 5,716,600 SH Put SOLE   5,716,600 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 35,440 399,457 SH   SOLE   399,457 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 96,600 1,287,658 SH   SOLE   1,287,658 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 11,882 1,217,451 SH   SOLE   1,217,451 0 0
TEMPUR SEALY INTL INC COM 88023U101 129,537 4,639,574 SH   SOLE   4,639,574 0 0
TOLL BROTHERS INC COM 889478103 36,481 775,860 SH   SOLE   775,860 0 0
UBER TECHNOLOGIES INC COM 90353T100 167,407 4,691,893 SH   SOLE   4,691,893 0 0
UNDER ARMOUR INC CL A 904311107 29,045 1,706,543 SH   SOLE   1,706,543 0 0
UNDER ARMOUR INC CL C 904311206 5,608 360,432 SH   SOLE   360,432 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 143,541 10,252,913 SH   SOLE   10,252,913 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 190,149 4,859,409 SH   SOLE   4,859,409 0 0
WIX COM LTD SHS M98068105 129,817 1,242,745 SH   SOLE   1,242,745 0 0
WORKDAY INC CL A 98138H101 108,183 451,777 SH   SOLE   451,777 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 219,232 4,447,791 SH   SOLE   4,447,791 0 0