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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 123,282 737,200 SH Call SOLE   737,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 247,618 1,480,703 SH   SOLE   1,480,703 0 0
ALPHABET INC CAP STK CL C 02079K107 225,569 185,044 SH   SOLE   185,044 0 0
AMERICAN EXPRESS CO COM 025816109 125,488 1,060,939 SH   SOLE   1,060,939 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 29,403 287,336 SH   SOLE   287,336 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 402,427 5,222,930 SH   SOLE   5,222,930 0 0
BERRY GLOBAL GROUP INC COM 08579W103 490,013 12,478,049 SH   SOLE   12,478,049 0 0
BEYOND MEAT INC COM 08862E109 2,070 13,926 SH   SOLE   13,926 0 0
BOSTON SCIENTIFIC CORP COM 101137107 131,834 3,239,955 SH   SOLE   3,239,955 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 450,086 13,573,157 SH   SOLE   13,573,157 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 19,084 575,500 SH Call SOLE   575,500 0 0
CENTENE CORP DEL COM 15135B101 94,402 2,182,195 SH   SOLE   2,182,195 0 0
CF INDS HLDGS INC COM 125269100 191,828 3,898,953 SH   SOLE   3,898,953 0 0
CIGNA CORP NEW COM 125523100 161,156 1,061,705 SH   SOLE   1,061,705 0 0
CITIZENS FINL GROUP INC COM 174610105 136,863 3,869,460 SH   SOLE   3,869,460 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 98,996 1,805,841 SH   SOLE   1,805,841 0 0
CORTEVA INC COM 22052L104 78,967 2,820,258 SH   SOLE   2,820,258 0 0
D R HORTON INC COM 23331A109 87,277 1,655,799 SH   SOLE   1,655,799 0 0
DOMINOS PIZZA INC COM 25754A201 141,283 577,630 SH   SOLE   577,630 0 0
ELECTRONIC ARTS INC COM 285512109 132,469 1,354,210 SH   SOLE   1,354,210 0 0
EQUINIX INC COM 29444U700 108,587 188,257 SH   SOLE   188,257 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 25,958 195,529 SH   SOLE   195,529 0 0
GODADDY INC CL A 380237107 201,394 3,052,350 SH   SOLE   3,052,350 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 89,816 972,978 SH   SOLE   972,978 0 0
HAEMONETICS CORP COM 405024100 37,679 298,706 SH   SOLE   298,706 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 215,008 2,330,201 SH   SOLE   2,330,201 0 0
INTERXION HOLDING N.V SHS N47279109 102,766 1,261,557 SH   SOLE   1,261,557 0 0
IQVIA HLDGS INC COM 46266C105 194,321 1,300,847 SH   SOLE   1,300,847 0 0
LENNAR CORP CL A 526057104 206,583 3,698,895 SH   SOLE   3,698,895 0 0
LENNAR CORP CL B 526057302 7,013 158,060 SH   SOLE   158,060 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 371,507 8,932,609 SH   SOLE   8,932,609 0 0
MONDELEZ INTL INC CL A 609207105 54,906 992,515 SH   SOLE   992,515 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 99,791 1,718,755 SH   SOLE   1,718,755 0 0
MORGAN STANLEY COM NEW 617446448 136,101 3,189,613 SH   SOLE   3,189,613 0 0
NUTANIX INC CL A 67059N108 141,702 5,398,167 SH   SOLE   5,398,167 0 0
NUVASIVE INC COM 670704105 72,442 1,142,979 SH   SOLE   1,142,979 0 0
PAYPAL HLDGS INC COM 70450Y103 88,718 856,431 SH   SOLE   856,431 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 105,169 4,190,000 SH   SOLE   4,190,000 0 0
PG&E CORP COM 69331C108 129,154 12,915,361 SH   SOLE   12,915,361 0 0
PHILIP MORRIS INTL INC COM 718172109 53,279 701,692 SH   SOLE   701,692 0 0
PURE STORAGE INC CL A 74624M102 140,086 8,269,533 SH   SOLE   8,269,533 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 164,547 1,995,475 SH   SOLE   1,995,475 0 0
REALPAGE INC COM 75606N109 158,815 2,526,480 SH   SOLE   2,526,480 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 91,311 842,900 SH Call SOLE   842,900 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 202,167 1,866,218 SH   SOLE   1,866,218 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 126,955 1,113,642 SH   SOLE   1,113,642 0 0
SYSCO CORP COM 871829107 103,319 1,301,243 SH   SOLE   1,301,243 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 175,519 1,400,342 SH   SOLE   1,400,342 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 294,277 7,035,080 SH   SOLE   7,035,080 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 145,472 3,477,700 SH Call SOLE   3,477,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 138,452 475,338 SH   SOLE   475,338 0 0
ULTA BEAUTY INC COM 90384S303 67,050 267,504 SH   SOLE   267,504 0 0
US FOODS HLDG CORP COM 912008109 135,410 3,294,646 SH   SOLE   3,294,646 0 0
VEREIT INC COM 92339V100 141,129 14,430,326 SH   SOLE   14,430,326 0 0
VULCAN MATLS CO COM 929160109 172,299 1,139,240 SH   SOLE   1,139,240 0 0
WW INTL INC COM 98262P101 162,596 4,299,219 SH   SOLE   4,299,219 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 77,054 2,583,987 SH   SOLE   2,583,987 0 0