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
AGILON HEALTH INC COM 00857U107 761 32,500 SH Put SOLE   32,500 0 0
AGILON HEALTH INC COM 00857U107 6,157 262,900 SH Put SOLE 2 262,900 0 0
AGILON HEALTH INC COM 00857U107 4,792 204,600 SH Put SOLE 1 204,600 0 0
ALPHABET INC CAP STK CL A 02079K305 1,967 20,560 SH   SOLE   20,560 0 0
ALPHABET INC CAP STK CL A 02079K305 15,886 166,084 SH   SOLE 2 166,084 0 0
ALPHABET INC CAP STK CL A 02079K305 12,361 129,227 SH   SOLE 1 129,227 0 0
ANGI INC COM CL A NEW 00183L102 3,292 1,116,009 SH   SOLE 1 1,116,009 0 0
ANGI INC COM CL A NEW 00183L102 524 177,557 SH   SOLE   177,557 0 0
ANGI INC COM CL A NEW 00183L102 4,231 1,434,312 SH   SOLE 2 1,434,312 0 0
BOX INC CL A 10316T104 2,834 116,200 SH   SOLE   116,200 0 0
BOX INC CL A 10316T104 22,894 938,666 SH   SOLE 2 938,666 0 0
BOX INC CL A 10316T104 17,813 730,357 SH   SOLE 1 730,357 0 0
CHANGE HEALTHCARE INC COM 15912K100 351 12,767 SH   SOLE   12,767 0 0
CHANGE HEALTHCARE INC COM 15912K100 3,879 141,122 SH   SOLE 2 141,122 0 0
CHANGE HEALTHCARE INC COM 15912K100 2,290 83,293 SH   SOLE 1 83,293 0 0
CHENIERE ENERGY INC COM NEW 16411R208 16,525 99,600 SH   SOLE 1 99,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,647 15,956 SH   SOLE   15,956 0 0
CHENIERE ENERGY INC COM NEW 16411R208 21,374 128,827 SH   SOLE 2 128,827 0 0
COMCAST CORP NEW CL A 20030N101 1,909 65,100 SH Call SOLE   65,100 0 0
COMCAST CORP NEW CL A 20030N101 15,477 527,700 SH Call SOLE 2 527,700 0 0
COMCAST CORP NEW CL A 20030N101 11,943 407,200 SH Call SOLE 1 407,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,493 6,501 SH   SOLE   6,501 0 0
CONSTELLATION BRANDS INC CL A 21036P108 12,061 52,514 SH   SOLE 2 52,514 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,385 40,860 SH   SOLE 1 40,860 0 0
COVETRUS INC COM 22304C100 16,949 811,737 SH   SOLE 1 811,737 0 0
COVETRUS INC COM 22304C100 2,696 129,129 SH   SOLE   129,129 0 0
COVETRUS INC COM 22304C100 21,783 1,043,254 SH   SOLE 2 1,043,254 0 0
GODADDY INC CL A 380237107 2,790 39,357 SH   SOLE   39,357 0 0
GODADDY INC CL A 380237107 22,538 317,976 SH   SOLE 2 317,976 0 0
GODADDY INC CL A 380237107 17,536 247,411 SH   SOLE 1 247,411 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 3,572 359,000 SH   SOLE 1 359,000 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 478 48,000 SH   SOLE   48,000 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 4,159 418,000 SH   SOLE 2 418,000 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 20 179,500 SH   SOLE 1 179,500 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 3 24,000 SH   SOLE   24,000 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 23 209,000 SH   SOLE 2 209,000 0 0
IAC INC COM NEW 44891N208 5,961 107,644 SH   SOLE   107,644 0 0
IAC INC COM NEW 44891N208 48,163 869,676 SH   SOLE 2 869,676 0 0
IAC INC COM NEW 44891N208 37,474 676,679 SH   SOLE 1 676,679 0 0
KBR INC COM 48242W106 2,892 66,919 SH   SOLE   66,919 0 0
KBR INC COM 48242W106 23,364 540,572 SH   SOLE 2 540,572 0 0
KBR INC COM 48242W106 18,179 420,608 SH   SOLE 1 420,608 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 14,155 191,802 SH   SOLE 1 191,802 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 2,251 30,502 SH   SOLE   30,502 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 18,185 246,415 SH   SOLE 2 246,415 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 1,251 21,384 SH   SOLE   21,384 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 10,105 172,738 SH   SOLE 2 172,738 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 7,863 134,404 SH   SOLE 1 134,404 0 0
PURPLE INNOVATION INC COM 74640Y106 921 227,524 SH   SOLE   227,524 0 0
PURPLE INNOVATION INC COM 74640Y106 7,445 1,838,203 SH   SOLE 2 1,838,203 0 0
PURPLE INNOVATION INC COM 74640Y106 5,793 1,430,273 SH   SOLE 1 1,430,273 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 23,575 1,236,899 SH   SOLE 1 1,236,899 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,751 196,791 SH   SOLE   196,791 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 30,299 1,589,681 SH   SOLE 2 1,589,681 0 0
THOR INDS INC COM 885160101 631 9,020 SH   SOLE   9,020 0 0
THOR INDS INC COM 885160101 5,115 73,089 SH   SOLE 2 73,089 0 0
THOR INDS INC COM 885160101 3,942 56,326 SH   SOLE 1 56,326 0 0
TRIPADVISOR INC COM 896945201 2,425 109,828 SH   SOLE   109,828 0 0
TRIPADVISOR INC COM 896945201 19,592 887,320 SH   SOLE 2 887,320 0 0
TRIPADVISOR INC COM 896945201 15,244 690,408 SH   SOLE 1 690,408 0 0
TRUPANION INC COM 898202106 4,849 81,600 SH Put SOLE 1 81,600 0 0
TRUPANION INC COM 898202106 773 13,000 SH Put SOLE   13,000 0 0
TRUPANION INC COM 898202106 6,264 105,400 SH Put SOLE 2 105,400 0 0
UPSTART HLDGS INC COM 91680M107 386 18,555 SH   SOLE   18,555 0 0
UPSTART HLDGS INC COM 91680M107 3,115 149,851 SH   SOLE 2 149,851 0 0
UPSTART HLDGS INC COM 91680M107 2,424 116,594 SH   SOLE 1 116,594 0 0
VALVOLINE INC COM 92047W101 2,080 82,067 SH   SOLE   82,067 0 0
VALVOLINE INC COM 92047W101 16,799 662,939 SH   SOLE 2 662,939 0 0
VALVOLINE INC COM 92047W101 13,071 515,819 SH   SOLE 1 515,819 0 0