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 168,334 723,300 SH   SOLE   723,300 0 0
ALPHABET INC CAP STK CL A 02079K305 40,749 23,250 SH   SOLE   23,250 0 0
ALTERYX INC COM CL A 02156B103 102,791 844,000 SH   SOLE   844,000 0 0
ANAPLAN INC COM 03272L108 235,115 3,272,300 SH   SOLE   3,272,300 0 0
ARAMARK COM 03852U106 193,220 5,021,300 SH   SOLE   5,021,300 0 0
ARCONIC CORPORATION COM 03966V107 70,966 2,381,400 SH   SOLE   2,381,400 0 0
BRUNSWICK CORP COM 117043109 130,043 1,705,700 SH   SOLE   1,705,700 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 3,979 2,652,400 SH   SOLE   2,652,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208 286,643 4,775,000 SH   SOLE   4,775,000 0 0
CIGNA CORP NEW COM 125523100 79,108 380,000 SH   SOLE   380,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 297,842 1,359,700 SH   SOLE   1,359,700 0 0
DOLLAR TREE INC COM 256746108 214,341 1,983,900 SH   SOLE   1,983,900 0 0
DORIAN LPG LTD SHS USD Y2106R110 97,701 8,014,837 SH   SOLE   8,014,837 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 41,322 5,139,600 SH   SOLE   5,139,600 0 0
FACEBOOK INC CL A 30303M102 159,607 584,300 SH   SOLE   584,300 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 75,610 534,500 SH   SOLE   534,500 0 0
FISERV INC COM 337738108 271,134 2,381,296 SH   SOLE   2,381,296 0 0
HOWMET AEROSPACE INC COM 443201108 313,244 10,975,600 SH   SOLE   10,975,600 0 0
HUMANCO ACQUISITION CORP UNIT 12/08/2023 44487N208 9,092 825,000 SH   SOLE   825,000 0 0
IQVIA HLDGS INC COM 46266C105 188,899 1,054,300 SH   SOLE   1,054,300 0 0
MICROSOFT CORP COM 594918104 454,715 2,044,400 SH   SOLE   2,044,400 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 125,670 2,850,300 SH   SOLE   2,850,300 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 13,303 479,900 SH   SOLE   479,900 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/2021 71531R117 511 53,253 SH   SOLE   53,253 0 0
RICE ACQUISITION CORP UNIT 99/99/9999 762594208 22,620 2,000,000 SH   SOLE   2,000,000 0 0
SEALED AIR CORP NEW COM 81211K100 226,088 4,937,500 SH   SOLE   4,937,500 0 0
STERICYCLE INC COM 858912108 118 1,700 SH   SOLE   1,700 0 0
VISA INC COM CL A 92826C839 482,846 2,207,500 SH   SOLE   2,207,500 0 0