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 120,525 619,730 SH   SOLE   619,730 0 0
ALIGN TECHNOLOGY INC COM 016255101 19,559 112,438 SH   SOLE   112,438 0 0
ALLY FINL INC COM 02005N100 22,651 1,569,689 SH   SOLE   1,569,689 0 0
ALPHABET INC CAP STK CL C 02079K107 119,128 102,448 SH   SOLE   102,448 0 0
AMAZON COM INC COM 023135106 14,566 7,471 SH   SOLE   7,471 0 0
AMERICAN EXPRESS CO COM 025816109 43,110 503,564 SH   SOLE   503,564 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 26,149 2,851,567 SH   SOLE   2,851,567 0 0
ARAMARK COM 03852U106 58,182 2,913,454 SH   SOLE   2,913,454 0 0
ARCONIC INC COM 03965L100 23,698 1,475,571 SH   SOLE   1,475,571 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 45,726 827,925 SH   SOLE   827,925 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 282,153 5,635,178 SH   SOLE   5,635,178 0 0
AUTONATION INC COM 05329W102 24,487 872,658 SH   SOLE   872,658 0 0
AVALONBAY CMNTYS INC COM 053484101 16,465 111,877 SH   SOLE   111,877 0 0
AVANTOR INC COM 05352A100 73,887 5,915,718 SH   SOLE   5,915,718 0 0
AXALTA COATING SYS LTD COM G0750C108 37,096 2,147,997 SH   SOLE   2,147,997 0 0
BEACON ROOFING SUPPLY INC COM 073685109 3,350 202,522 SH   SOLE   202,522 0 0
BERRY GLOBAL GROUP INC COM 08579W103 418,591 12,417,423 SH   SOLE   12,417,423 0 0
BK OF AMERICA CORP COM 060505104 45,653 2,150,410 SH   SOLE   2,150,410 0 0
BOOKING HLDGS INC COM 09857L108 79,982 59,452 SH   SOLE   59,452 0 0
BOSTON SCIENTIFIC CORP COM 101137107 101,191 3,101,157 SH   SOLE   3,101,157 0 0
BOYD GAMING CORP COM 103304101 10,482 726,940 SH   SOLE   726,940 0 0
CAPITAL ONE FINL CORP COM 14040H105 33,891 672,178 SH   SOLE   672,178 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 148,973 13,806,593 SH   SOLE   13,806,593 0 0
CENTENE CORP DEL COM 15135B101 76,482 1,287,365 SH   SOLE   1,287,365 0 0
CF INDS HLDGS INC COM 125269100 97,731 3,593,050 SH   SOLE   3,593,050 0 0
CHANGE HEALTHCARE INC COM 15912K100 95,328 9,542,347 SH   SOLE   9,542,347 0 0
CIGNA CORP NEW COM 125523100 127,619 720,277 SH   SOLE   720,277 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 89,736 4,770,679 SH   SOLE   4,770,679 0 0
COLFAX CORP COM 194014106 29,562 1,493,007 SH   SOLE   1,493,007 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 79,837 2,514,554 SH   SOLE   2,514,554 0 0
CORTEVA INC COM 22052L104 152,384 6,484,421 SH   SOLE   6,484,421 0 0
COTY INC COM CL A 222070203 67,143 13,012,199 SH   SOLE   13,012,199 0 0
D R HORTON INC COM 23331A109 92,549 2,722,039 SH   SOLE   2,722,039 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 22,001 1,682,029 SH   SOLE   1,682,029 0 0
DUPONT DE NEMOURS INC COM 26614N102 79,669 2,336,344 SH   SOLE   2,336,344 0 0
EXACT SCIENCES CORP COM 30063P105 19,639 338,596 SH   SOLE   338,596 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 44,828 368,531 SH   SOLE   368,531 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 29,129 1,051,211 SH   SOLE   1,051,211 0 0
GODADDY INC CL A 380237107 120,694 2,113,361 SH   SOLE   2,113,361 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 69,821 1,577,527 SH   SOLE   1,577,527 0 0
HAEMONETICS CORP COM 405024100 84,445 847,328 SH   SOLE   847,328 0 0
HD SUPPLY HLDGS INC COM 40416M105 136,454 4,799,665 SH   SOLE   4,799,665 0 0
HUMANA INC COM 444859102 35,378 112,661 SH   SOLE   112,661 0 0
INSPIRE MED SYS INC COM 457730109 22,423 371,983 SH   SOLE   371,983 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 81,141 1,004,840 SH   SOLE   1,004,840 0 0
IQVIA HLDGS INC COM 46266C105 98,525 913,457 SH   SOLE   913,457 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 310,187 2,710,000 SH Call SOLE   2,710,000 0 0
JPMORGAN CHASE & CO COM 46625H100 44,411 493,295 SH   SOLE   493,295 0 0
LENNAR CORP CL A 526057104 158,614 4,152,195 SH   SOLE   4,152,195 0 0
LENNAR CORP CL B 526057302 3,915 135,362 SH   SOLE   135,362 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 220,109 8,083,344 SH   SOLE   8,083,344 0 0
LITHIA MTRS INC CL A 536797103 22,303 272,687 SH   SOLE   272,687 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 40,878 899,198 SH   SOLE   899,198 0 0
LKQ CORP COM 501889208 48,270 2,353,473 SH   SOLE   2,353,473 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 67,147 2,659,284 SH   SOLE   2,659,284 0 0
MARATHON PETE CORP COM 56585A102 49,802 2,108,450 SH   SOLE   2,108,450 0 0
MARRIOTT INTL INC NEW CL A 571903202 82,555 1,103,528 SH   SOLE   1,103,528 0 0
MASTERCARD INC CL A 57636Q104 36,828 152,461 SH   SOLE   152,461 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 6,293 507,515 SH   SOLE   507,515 0 0
MGM RESORTS INTERNATIONAL COM 552953101 74,514 6,314,708 SH   SOLE   6,314,708 0 0
MORGAN STANLEY COM NEW 617446448 156,053 4,589,805 SH   SOLE   4,589,805 0 0
NCR CORP NEW COM 62886E108 16,306 921,243 SH   SOLE   921,243 0 0
NEW RELIC INC COM 64829B100 177,227 3,832,772 SH   SOLE   3,832,772 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 49,333 2,939,977 SH   SOLE   2,939,977 0 0
NUTANIX INC CL A 67059N108 58,310 3,690,511 SH   SOLE   3,690,511 0 0
OUTFRONT MEDIA INC COM 69007J106 48,961 3,632,123 SH   SOLE   3,632,123 0 0
PALO ALTO NETWORKS INC COM 697435105 87,267 532,246 SH   SOLE   532,246 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 69,374 2,612,968 SH   SOLE   2,612,968 0 0
PENN NATL GAMING INC COM 707569109 27,535 2,176,687 SH   SOLE   2,176,687 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 36,259 1,466,806 SH   SOLE   1,466,806 0 0
PINTEREST INC CL A 72352L106 123,183 7,978,173 SH   SOLE   7,978,173 0 0
PLANET FITNESS INC CL A 72703H101 44,087 905,283 SH   SOLE   905,283 0 0
PURE STORAGE INC CL A 74624M102 174,441 14,182,159 SH   SOLE   14,182,159 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 126,551 2,002,385 SH   SOLE   2,002,385 0 0
REALPAGE INC COM 75606N109 183,062 3,458,576 SH   SOLE   3,458,576 0 0
RED ROCK RESORTS INC CL A 75700L108 20,108 2,351,755 SH   SOLE   2,351,755 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 131,621 3,288,069 SH   SOLE   3,288,069 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 198,909 6,183,058 SH   SOLE   6,183,058 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 65,609 1,830,098 SH   SOLE   1,830,098 0 0
SABRE CORP COM 78573M104 23,622 3,983,500 SH   SOLE   3,983,500 0 0
SCHWAB CHARLES CORP COM 808513105 149,427 4,444,585 SH   SOLE   4,444,585 0 0
SEALED AIR CORP NEW COM 81211K100 75,701 3,063,561 SH   SOLE   3,063,561 0 0
SHAKE SHACK INC CL A 819047101 97,858 2,592,957 SH   SOLE   2,592,957 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 160,433 1,083,641 SH   SOLE   1,083,641 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,258 66,956 SH   SOLE   66,956 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 653,396 2,535,000 SH Call SOLE   2,535,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 131,283 1,081,055 SH   SOLE   1,081,055 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 64,983 1,482,945 SH   SOLE   1,482,945 0 0
SYNCHRONY FINL COM 87165B103 24,173 1,502,343 SH   SOLE   1,502,343 0 0
TEMPUR SEALY INTL INC COM 88023U101 49,798 1,139,285 SH   SOLE   1,139,285 0 0
UBER TECHNOLOGIES INC COM 90353T100 150,783 5,400,530 SH   SOLE   5,400,530 0 0
US FOODS HLDG CORP COM 912008109 192,801 10,886,570 SH   SOLE   10,886,570 0 0
VAIL RESORTS INC COM 91879Q109 24,668 167,000 SH   SOLE   167,000 0 0
VENTAS INC COM 92276F100 71,600 2,671,640 SH   SOLE   2,671,640 0 0
VEREIT INC COM 92339V100 126,717 25,913,564 SH   SOLE   25,913,564 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 153,915 17,793,587 SH   SOLE   17,793,587 0 0
VICI PPTYS INC COM 925652109 53,982 3,244,095 SH   SOLE   3,244,095 0 0
VULCAN MATLS CO COM 929160109 148,027 1,369,732 SH   SOLE   1,369,732 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 56,759 1,672,819 SH   SOLE   1,672,819 0 0
WYNN RESORTS LTD COM 983134107 71,114 1,181,496 SH   SOLE   1,181,496 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 158,283 4,394,300 SH   SOLE   4,394,300 0 0