The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ACI WORLDWIDE INC | COM | 004498101 | 26,130 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 85,102 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 117,000 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 144,842 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| AON PLC | SHS CL A | G0403H108 | 126,874 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| API GROUP CORP | COM STK | 00187Y100 | 75,419 | 5,300,000 | SH | SOLE | 5,300,000 | 0 | 0 | ||
| API GROUP CORP | CALL | 00187Y100 | 142,300 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 61,884 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| AVANTOR INC | CALL | 05352A100 | 13,191 | 586,530 | SH | SOLE | 586,530 | 0 | 0 | ||
| AVROBIO INC | COM | 05455M100 | 6,510 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 12,276 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 54,658 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 9,867 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 27,415 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| COLONY CAP INC NEW | CL A COM | 19626G108 | 8,190 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| CORELOGIC INC | COM | 21871D103 | 373,545 | 5,520,100 | SH | SOLE | 5,520,100 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 86,132 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 22,666 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 2,166 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 51,529 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DUN & BRADSTREET HLDGS INC | COM | 26484T106 | 128,300 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 32,120 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 58,838 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 75,951 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 28,710 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 113,355 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 34,925 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 57,158 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| FRANCO NEV CORP | COM | 351858105 | 6,281 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 52,864 | 645,000 | SH | SOLE | 645,000 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 144,862 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| IHEARTMEDIA INC | COM CL A | 45174J509 | 10,718 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | ||
| JETBLUE AWYS CORP | COM | 477143101 | 35,690 | 3,150,000 | SH | SOLE | 3,150,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 32,662 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 77,392 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 26,503 | 962,000 | SH | SOLE | 962,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 67,634 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 12,404 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 39,916 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 72,462 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MYLAN NV | SHS EURO | N59465109 | 44,490 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 52,736 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| NMI HLDGS INC | CL A | 629209305 | 5,340 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 80,782 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 95,903 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 82,376 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| REINVENT TECHNOLOGY PARTNERS | UNIT 99/99/9999 | G7483N111 | 5,745 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 57,804 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 24,180 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 16,064 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 4,428 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 15,128 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SWITCHBACK ENERGY ACQUISTN C | COM CL A | 87105M102 | 2,592 | 166,157 | SH | SOLE | 166,157 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 71,475 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 49,218 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 62,785 | 3,625,000 | SH | SOLE | 3,625,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 91,986 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| WELLTOWER INC | COM | 95040Q104 | 64,731 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 45,650 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||