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
ADOBE INC COM 00724F101 227,906 825,000 SH   SOLE   825,000 0 0
AFYA LTD CL A COM G01125106 10,256 400,000 SH   SOLE   400,000 0 0
ALLERGAN PLC SHS G0177J108 605,844 3,600,000 SH   SOLE   3,600,000 0 0
AMERICOLD RLTY TR COM 03064D108 47,450 1,280,000 SH   SOLE   1,280,000 0 0
ANSYS INC COM 03662Q105 34,820 157,300 SH   SOLE   157,300 0 0
BAXTER INTL INC COM 071813109 1,473,870 16,850,000 SH   SOLE   16,850,000 0 0
BLACK KNIGHT INC COM 09215C105 106,855 1,750,000 SH   SOLE   1,750,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 203,450 5,000,000 SH   SOLE   5,000,000 0 0
BURLINGTON STORES INC COM 122017106 299,730 1,500,000 SH   SOLE   1,500,000 0 0
CAMPBELL SOUP CO COM 134429109 797,640 17,000,000 SH   SOLE   17,000,000 0 0
CENTENE CORP DEL COM 15135B101 103,824 2,400,000 SH   SOLE   2,400,000 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 13,230 5,250,000 SH   SOLE   5,250,000 0 0
COLFAX CORP COM 194014106 58,120 2,000,000 SH   SOLE   2,000,000 0 0
DANAHER CORPORATION COM 235851102 535,835 3,710,000 SH   SOLE   3,710,000 0 0
ENVISTA HLDGS CORP COM 29415F104 22,304 800,000 SH   SOLE   800,000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 204 10,000 SH   SOLE   10,000 0 0
FAR PT ACQUISITION CORP CL A FOUNDERS SH 30734W109 160,377 15,692,500 SH   SOLE   15,692,500 0 0
FAR PT ACQUISITION CORP UNIT 06/01/2025 30734W208 42,760 4,000,000 SH   SOLE   4,000,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 331,899 2,499,989 SH   SOLE   2,499,989 0 0
FIVE BELOW INC COM 33829M101 107,185 850,000 SH   SOLE   850,000 0 0
FOX CORP CL A COM 35137L105 252,280 8,000,000 SH   SOLE   8,000,000 0 0
GODADDY INC CL A 380237107 32,990 500,000 SH   SOLE   500,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 6,242 180,000 SH   SOLE   180,000 0 0
GTT COMMUNICATIONS INC COM 362393100 28,873 3,065,078 SH   SOLE   3,065,078 0 0
HD SUPPLY HLDGS INC COM 40416M105 39,175 1,000,000 SH   SOLE   1,000,000 0 0
IQVIA HLDGS INC COM 46266C105 298,760 2,000,000 SH   SOLE   2,000,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 3,339 39,364 SH   SOLE   39,364 0 0
KADMON HLDGS INC COM 48283N106 23,708 9,407,745 SH   SOLE   9,407,745 0 0
MICROSOFT CORP COM 594918104 83,418 600,000 SH   SOLE   600,000 0 0
PAYPAL HLDGS INC COM 70450Y103 279,693 2,700,000 SH   SOLE   2,700,000 0 0
REPLAY ACQUISITION CORP UNIT 03/01/2024 G75130123 10,258 1,000,000 SH   SOLE   1,000,000 0 0
S&P GLOBAL INC COM 78409V104 195,984 800,000 SH   SOLE   800,000 0 0
SALESFORCE COM INC COM 79466L302 371,100 2,500,000 SH   SOLE   2,500,000 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 10,410 750,000 SH   SOLE   750,000 0 0
SONY CORP SPONSORED ADR 835699307 88,695 1,500,000 SH   SOLE   1,500,000 0 0
SOTHEBYS COM 835898107 379,578 6,661,604 SH   SOLE   6,661,604 0 0
TRADEWEB MKTS INC CL A 892672106 15,716 425,000 SH   SOLE   425,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 819,120 6,000,000 SH   SOLE   6,000,000 0 0
VISA INC COM CL A 92826C839 258,015 1,500,000 SH   SOLE   1,500,000 0 0
ZENDESK INC COM 98936J101 36,440 500,000 SH   SOLE   500,000 0 0