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
AFTERNEXT HEALTHTECH ACQUISI SHS CL A G01109100 5,181 533,600 SH   SOLE   533,600 0 0
AFTERNEXT HEALTHTECH ACQUISI *W EXP 99/99/999 G01109126 32 166,667 SH   SOLE   166,667 0 0
ALPHABET INC CAP STK CL A 02079K305 54,482 25,000 SH   SOLE   25,000 0 0
ALTUS POWER INC COM CL A 02217A102 12,150 1,925,500 SH   SOLE   1,925,500 0 0
AMAZON COM INC COM 023135106 81,782 770,000 SH   SOLE   770,000 0 0
APPLOVIN CORP COM CL A 03831W108 35,645 1,035,000 SH   SOLE   1,035,000 0 0
ARAMARK COM 03852U106 51,765 1,690,000 SH   SOLE   1,690,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 61,965 3,990,000 SH   SOLE   3,990,000 0 0
BRUNSWICK CORP COM 117043109 149,537 2,287,200 SH   SOLE   2,287,200 0 0
CENTENE CORP DEL COM 15135B101 28,767 340,000 SH   SOLE   340,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 110,787 832,800 SH   SOLE   832,800 0 0
DORIAN LPG LTD SHS USD Y2106R110 42,940 2,825,000 SH   SOLE   2,825,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 15,016 2,361,000 SH   SOLE   2,361,000 0 0
FAIR ISAAC CORP COM 303250104 129,411 322,800 SH   SOLE   322,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 40,793 445,000 SH   SOLE   445,000 0 0
FISERV INC COM 337738108 27,047 304,000 SH   SOLE   304,000 0 0
HOWMET AEROSPACE INC COM 443201108 227,047 7,219,300 SH   SOLE   7,219,300 0 0
HUMANA INC COM 444859102 28,084 60,000 SH   SOLE   60,000 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 8,694 882,600 SH   SOLE   882,600 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 47 412,500 SH   SOLE   412,500 0 0
IQVIA HLDGS INC COM 46266C105 75,947 350,000 SH   SOLE   350,000 0 0
MERCURY SYS INC COM 589378108 13,509 210,000 SH   SOLE   210,000 0 0
META PLATFORMS INC CL A 30303M102 187,356 1,161,900 SH   SOLE   1,161,900 0 0
MICROSOFT CORP COM 594918104 133,218 518,700 SH   SOLE   518,700 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 20,967 2,139,500 SH   SOLE   2,139,500 0 0
MSD ACQUISITION CORP *W EXP 03/25/2023 G5709C125 120 400,000 SH   SOLE   400,000 0 0
ORACLE CORP COM 68389X105 13,974 200,000 SH   SOLE   200,000 0 0
PAYPAL HLDGS INC COM 70450Y103 41,904 600,000 SH   SOLE   600,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 8,735 437,400 SH   SOLE   437,400 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/2025 71531R117 23 53,253 SH   SOLE   53,253 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 24,400 2,500,000 SH   SOLE   2,500,000 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 188 625,000 SH   SOLE   625,000 0 0
SEALED AIR CORP NEW COM 81211K100 183,428 3,177,900 SH   SOLE   3,177,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 175,456 341,600 SH   SOLE   341,600 0 0
VISA INC COM CL A 92826C839 205,986 1,046,200 SH   SOLE   1,046,200 0 0
WHIRLPOOL CORP COM 963320106 31,284 202,000 SH   SOLE   202,000 0 0