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
ALBERTSONS COS Inc Common Stock 013091103 7,885 500,000 SH   SOLE   500,000 0 0
ALPHABET Inc CAP STK CL C 02079K107 54,264 38,387 SH   SOLE   38,387 0 0
AMAZON.COM INC COM 023135106 123,145 44,637 SH   SOLE   44,637 0 0
APPLIED MATLS INC COM 038222105 74,110 1,225,975 SH   SOLE   1,225,975 0 0
ARCO PLATFORM LTD COM CL A G04553106 6,849 157,510 SH   SOLE   157,510 0 0
BILL.COM HLDGS INC COM 090043100 39,112 433,569 SH   SOLE   433,569 0 0
BOYD GAMING CORP COM 103304101 2,592 124,000 SH   SOLE   124,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 4,067 329,303 SH   SOLE   329,303 0 0
CARMAX INC COM 143130102 37,984 424,166 SH   SOLE   424,166 0 0
CHUYS HLDGS INC COM 171604101 1,893 127,236 SH   SOLE   127,236 0 0
CORESITE RLTY CORP COM 21870Q105 11,171 92,276 SH   SOLE   92,276 0 0
COUSINS PPTYS INC. COM NEW 222795502 10,586 354,861 SH   SOLE   354,861 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 23,244 231,769 SH   SOLE   231,769 0 0
D R HORTON INC COM 23331A109 34,909 629,555 SH   SOLE   629,555 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,526 135,824 SH   SOLE   135,824 0 0
FACEBOOK INC CL A 30303M102 46,997 206,971 SH   SOLE   206,971 0 0
FREEPORT-MCMORAN INC CL B 35671D857 16,151 1,395,922 SH   SOLE   1,395,922 0 0
HOME DEPOT INC COM 437076102 63,488 253,436 SH   SOLE   253,436 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 1,760 20,000 SH   SOLE   20,000 0 0
KENSINGTON CAP ACQUISITION C UNIT 07/01/2027 490073202 984 98,200 SH   SOLE   98,200 0 0
MARRIOT VACTINS WORLDWID CO COM 57164Y107 9,101 110,699 SH   SOLE   110,699 0 0
MICROSOFT CORP COM 594918104 76,069 373,786 SH   SOLE   373,786 0 0
NETFLIX INC COM 64110L106 21,524 47,302 SH   SOLE   47,302 0 0
PG& E CORP COM 69331C108 32,376 3,650,000 SH   SOLE   3,650,000 0 0
PAYPAL HLDGS INC COM 70450Y103 106,780 612,870 SH   SOLE   612,870 0 0
PENN NATL GAMING INC COM 707569109 5,178 169,549 SH   SOLE   169,549 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 4,936 1,363,461 SH   SOLE   1,363,461 0 0
POLARITYTE INC COM 731094108 1,501 1,210,655 SH   SOLE   1,210,655 0 0
REGENCY CTRS CORP COM 758849103 7,370 160,599 SH   SOLE   160,599 0 0
SCIPLAY CORP CL A 809087109 3,319 223,772 SH   SOLE   223,772 0 0
SERVICENOW INC COM 81762P102 10,539 26,019 SH   SOLE   26,019 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 3,434 98,500 SH   SOLE   98,500 0 0
STONECO LTD COM CL A G85158106 12,453 321,287 SH   SOLE   321,287 0 0
SUN CMNTYS COM 866674104 20,580 151,680 SH   SOLE   151,680 0 0
T-MOBILE US INC COM 872590104 15,591 149,700 SH   SOLE   149,700 0 0
WORKDAY INC CL A 98138H101 45,881 244,883 SH   SOLE   244,883 0 0
ZENDESK INC COM 98936J101 22,176 250,491 SH   SOLE   250,491 0 0
AMERICAN AIRLS GROUP INC NOTE 6.500% 7/0 02376RAF9 9,452 10,000,000 PRN   SOLE   10,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 308,360 1,000,000 SH Put SOLE   1,000,000 0 0