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
ALPHABET INC CAP STK CL A 02079K305 1,038 708 SH   SOLE   708 0 0
ALPHABET INC CAP STK CL A 02079K305 8,981 6,128 SH   SOLE 2 6,128 0 0
ALPHABET INC CAP STK CL A 02079K305 7,725 5,271 SH   SOLE 1 5,271 0 0
CERNER CORP COM 156782104 1,054 14,577 SH   SOLE   14,577 0 0
CERNER CORP COM 156782104 9,123 126,194 SH   SOLE 2 126,194 0 0
CERNER CORP COM 156782104 7,847 108,552 SH   SOLE 1 108,552 0 0
CHANGE HEALTHCARE INC COM 15912K100 7,504 517,130 SH   SOLE 1 517,130 0 0
CHANGE HEALTHCARE INC COM 15912K100 1,008 69,443 SH   SOLE   69,443 0 0
CHANGE HEALTHCARE INC COM 15912K100 8,723 601,177 SH   SOLE 2 601,177 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,757 59,587 SH   SOLE   59,587 0 0
CHENIERE ENERGY INC COM NEW 16411R208 22,097 477,556 SH   SOLE 2 477,556 0 0
CHENIERE ENERGY INC COM NEW 16411R208 19,819 428,342 SH   SOLE 1 428,342 0 0
CONSTELLATION BRANDS INC CL A 21036P108 21,506 113,481 SH   SOLE 1 113,481 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,888 15,239 SH   SOLE   15,239 0 0
CONSTELLATION BRANDS INC CL A 21036P108 25,001 131,925 SH   SOLE 2 131,925 0 0
COVETRUS INC COM 22304C100 6,437 263,794 SH   SOLE   263,794 0 0
COVETRUS INC COM 22304C100 54,157 2,219,567 SH   SOLE 2 2,219,567 0 0
COVETRUS INC COM 22304C100 47,308 1,938,872 SH   SOLE 1 1,938,872 0 0
IAC INTERACTIVECORP NEW COM 44891N109 7,327 61,168 SH   SOLE 1 61,168 0 0
IAC INTERACTIVECORP NEW COM 44891N109 984 8,214 SH   SOLE   8,214 0 0
IAC INTERACTIVECORP NEW COM 44891N109 8,518 71,110 SH   SOLE 2 71,110 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 3,784 26,687 SH   SOLE   26,687 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 32,763 231,033 SH   SOLE 2 231,033 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 28,182 198,733 SH   SOLE 1 198,733 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 7,458 205,623 SH   SOLE 1 205,623 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 1,001 27,612 SH   SOLE   27,612 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 8,670 239,042 SH   SOLE 2 239,042 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 12,885 389,499 SH   SOLE 1 389,499 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 1,775 53,656 SH   SOLE   53,656 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 14,545 439,693 SH   SOLE 2 439,693 0 0
PENUMBRA INC COM 70975L107 1,633 8,400 SH Put SOLE   8,400 0 0
PENUMBRA INC COM 70975L107 12,557 64,600 SH Put SOLE 2 64,600 0 0
PENUMBRA INC COM 70975L107 11,566 59,500 SH Put SOLE 1 59,500 0 0
PERSPECTA INC COM 715347100 10,336 531,393 SH   SOLE 1 531,393 0 0
PERSPECTA INC COM 715347100 1,388 71,358 SH   SOLE   71,358 0 0
PERSPECTA INC COM 715347100 12,015 617,759 SH   SOLE 2 617,759 0 0
PERSPECTA INC COM 715347100 3,505 180,200 SH Call SOLE 1 180,200 0 0
PERSPECTA INC COM 715347100 496 25,500 SH Call SOLE   25,500 0 0
PERSPECTA INC COM 715347100 3,804 195,600 SH Call SOLE 2 195,600 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 42,848 3,895,257 SH   SOLE 1 3,895,257 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 6,069 551,758 SH   SOLE   551,758 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 46,576 4,234,155 SH   SOLE 2 4,234,155 0 0
VALVOLINE INC COM 92047W101 984 51,703 SH   SOLE   51,703 0 0
VALVOLINE INC COM 92047W101 8,522 447,598 SH   SOLE 2 447,598 0 0
VALVOLINE INC COM 92047W101 7,331 385,022 SH   SOLE 1 385,022 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,471 10,803 SH   SOLE   10,803 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 12,732 93,519 SH   SOLE 2 93,519 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 10,952 80,445 SH   SOLE 1 80,445 0 0