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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BANK OF N.T. BUTTERFIELD SHS NEW G0772R208   1,341,450 45,000 SH   SOLE   45,000 0 0
SIMILARWEB LTD SHS M84137104   14,578,527 2,267,267 SH   SOLE   2,267,267 0 0
TABOOLA.COM LTD WRNT *W EXP 06/29/202 M8744T114   44,136 90,000 SH   SOLE   90,000 0 0
ANGI HOME SERVICES COM CL A NEW 00183L102   5,784,941 2,461,677 SH   SOLE   2,461,677 0 0
API GROUP CORP. COM STK 00187Y100   7,058,453 375,250 SH   SOLE   375,250 0 0
AMAZON COM INC COM 023135106   16,800,000 200,000 SH   SOLE   200,000 0 0
AMERICAN EXPRESS CO COM 025816109   6,501,000 44,000 SH   SOLE   44,000 0 0
ARCHER AVIATION INCWTS *W EXP 09/16/202 03945R110   28,904 112,467 SH   SOLE   112,467 0 0
THE BANCORP INC COM 05969A105   993,300 35,000 SH   SOLE   35,000 0 0
BLACK KNIGHT COM 09215C105   20,704,775 335,300 SH   SOLE   335,300 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   5,491,200 132,000 SH   SOLE   132,000 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105   2,362,200 60,000 SH   SOLE   60,000 0 0
CUSTOMERS BANCORP INC COM 23204G100   991,900 35,000 SH   SOLE   35,000 0 0
DIME COMMUNITY BANCSHARES INC COM 25432X102   10,185,600 320,000 SH   SOLE   320,000 0 0
ERICSSON ADR B SEK 10 294821608   584,000 100,000 SH   SOLE   100,000 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   663,171 33,142 SH   SOLE   33,142 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   18,335,988 487,400 SH   SOLE   487,400 0 0
HOME DEPOT INC COM 437076102   1,263,440 4,000 SH   SOLE   4,000 0 0
IAC INC COM NEW 44891N208   22,974,203 517,437 SH   SOLE   517,437 0 0
INNOVID CORP CLASS A WRTNS *W EXP 11/30/202 457679116   8,875 22,187 SH   SOLE   22,187 0 0
JPMORGAN CHASE & CO COM 46625H100   925,290 6,900 SH   SOLE   6,900 0 0
MATCH GROUP INC COM 57667L107   10,372,500 250,000 SH   SOLE   250,000 0 0
MICROSOFT CORP COM 594918104   42,687,960 178,000 SH Put SOLE   178,000 0 0
MICROSOFT CORP COM 594918104   50,434,146 210,300 SH   SOLE   210,300 0 0
MODERNA INC COM 60770K107   1,077,720 6,000 SH   SOLE   6,000 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L109   1,295,445 2,813,127 SH   SOLE   2,813,127 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   3,994,484 692,285 SH   SOLE   692,285 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   19,121,500 50,000 SH Put SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   19,121,500 50,000 SH   SOLE   50,000 0 0
SPDR S&P BIOTECHCS S&P BIOTECH 78464A870   1,402,700 16,900 SH   SOLE   16,900 0 0
S&P MIDCAP SPDRS UTSER1 S&PDCRP 78467Y107   28,338,560 64,000 SH   SOLE   64,000 0 0
SVB FINANCIAL GROUP COM 78486Q101   1,150,700 5,000 SH   SOLE   5,000 0 0
SIGNATURE BANK COM 82669G104   576,100 5,000 SH   SOLE   5,000 0 0
SOCIAL LEVERAGE ACQUISN CORP *W EXP 02/17/202 83363K110   1,430 22,000 SH   SOLE   22,000 0 0
T-MOBILE US INC COM 872590104   28,678,020 204,843 SH   SOLE   204,843 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109   16,536,885 158,810 SH   SOLE   158,810 0 0
US BANCORP COM NEW 902973304   2,616,600 60,000 SH   SOLE   60,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   12,315,540 498,000 SH Call SOLE   498,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   28,476,595 1,151,500 SH   SOLE   1,151,500 0 0
ULTA BEAUTY INC COM 90384S303   8,255,632 17,600 SH   SOLE   17,600 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,024,500 75,000 SH   SOLE   75,000 0 0