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
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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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 73,912 1,250,000 SH   SOLE   1,250,000 0 0
ADVANTAGE SOLUTIONS INC COM CL A 00791N102 61,727 4,686,937 SH   SOLE   4,686,937 0 0
AEQUI ACQUISITION CORP UNIT 11/30/2027 00775W201 5,050 500,000 SH   SOLE   500,000 0 0
ALLY FINL INC COM 02005N100 48,141 1,350,000 SH   SOLE   1,350,000 0 0
ALTICE USA INC CL A 02156K103 170,415 4,500,000 SH   SOLE   4,500,000 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 9,750 750,000 SH   SOLE   750,000 0 0
AMAZON COM INC COM 023135106 149,819 46,000 SH   SOLE   46,000 0 0
AON PLC SHS CL A G0403H108 113,875 539,000 SH   SOLE   539,000 0 0
API GROUP CORP COM STK 00187Y100 68,062 3,750,000 SH   SOLE   3,750,000 0 0
APTIV PLC SHS G6095L109 52,116 400,000 SH   SOLE   400,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 57,250 2,500,000 SH   SOLE   2,500,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 4,999 100,000 SH   SOLE   100,000 0 0
AVROBIO INC COM 05455M100 7,667 550,000 SH   SOLE   550,000 0 0
BOYD GAMING CORP COM 103304101 30,044 700,000 SH   SOLE   700,000 0 0
BRIDGETOWN HOLDINGS LTD UNIT 10/15/2025 G1355U105 10,612 625,000 SH   SOLE   625,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 55,827 900,000 SH   SOLE   900,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 46,419 625,000 SH   SOLE   625,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 32,550 775,000 SH   SOLE   775,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 75,810 3,500,000 SH   SOLE   3,500,000 0 0
CHEWY INC CL A 16679L109 24,720 275,000 SH   SOLE   275,000 0 0
CITIGROUP INC COM NEW 172967424 95,573 1,550,000 SH   SOLE   1,550,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 82,220 1,650,000 SH   SOLE   1,650,000 0 0
CONX CORP UNIT 10/30/2027 212873202 5,225 500,000 SH   SOLE   500,000 0 0
CORELOGIC INC COM 21871D103 536,137 6,934,000 SH   SOLE   6,934,000 0 0
COSTAR GROUP INC COM 22160N109 69,321 75,000 SH   SOLE   75,000 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 17,912 1,250,000 SH   SOLE   1,250,000 0 0
DANAHER CORPORATION COM 235851102 55,535 250,000 SH   SOLE   250,000 0 0
DARDEN RESTAURANTS INC COM 237194105 32,758 275,000 SH   SOLE   275,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 22,515 750,000 SH   SOLE   750,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 24,332 332,000 SH   SOLE   332,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 30,158 750,000 SH   SOLE   750,000 0 0
DESKTOP METAL INC COM CL A 25058X105 18,920 1,100,000 SH   SOLE   1,100,000 0 0
DEXCOM INC COM 252131107 64,701 175,000 SH   SOLE   175,000 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 8,240 2,000,000 SH   SOLE   2,000,000 0 0
DRAGONEER GROWTH OPPTY CORP SHS CL A G28314105 5,139 450,000 SH   SOLE   450,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 124,500 5,000,000 SH   SOLE   5,000,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 79,742 2,600,000 SH   SOLE   2,600,000 0 0
FACEBOOK INC CL A 30303M102 79,216 290,000 SH   SOLE   290,000 0 0
FINSERV ACQUISITION CORP CL A 318085107 6,250 500,000 SH   SOLE   500,000 0 0
FIRSTENERGY CORP COM 337932107 10,714 350,000 SH   SOLE   350,000 0 0
FISERV INC COM 337738108 125,246 1,100,000 SH   SOLE   1,100,000 0 0
FIVE BELOW INC COM 33829M101 48,120 275,000 SH   SOLE   275,000 0 0
FORTIVE CORP COM 34959J108 49,574 700,000 SH   SOLE   700,000 0 0
GENERAL ELECTRIC CO COM 369604103 70,200 6,500,000 SH   SOLE   6,500,000 0 0
GOLDEN FALCON ACQUISITION CO UNIT 99/99/9999 38102H208 20,800 2,000,000 SH   SOLE   2,000,000 0 0
GUARDANT HEALTH INC COM 40131M109 64,440 500,000 SH   SOLE   500,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 25,666 818,702 SH   SOLE   818,702 0 0
HUMANA INC COM 444859102 92,311 225,000 SH   SOLE   225,000 0 0
IHEARTMEDIA INC COM CL A 45174J509 39,732 3,061,000 SH   SOLE   3,061,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 86,468 750,000 SH   SOLE   750,000 0 0
JETBLUE AWYS CORP COM 477143101 50,890 3,500,000 SH   SOLE   3,500,000 0 0
LAS VEGAS SANDS CORP COM 517834107 57,812 970,000 SH   SOLE   970,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 59,246 374,100 SH   SOLE   374,100 0 0
LINDE PLC SHS G5494J103 52,702 200,000 SH   SOLE   200,000 0 0
LUX HEALTH TECH ACQUISITION UNIT 11/30/2027 55068A209 9,867 858,000 SH   SOLE   858,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 113,328 317,500 SH   SOLE   317,500 0 0
MGIC INVT CORP WIS COM 552848103 32,630 2,600,000 SH   SOLE   2,600,000 0 0
MICRON TECHNOLOGY INC COM 595112103 63,903 850,000 SH   SOLE   850,000 0 0
MODERNA INC PUT 60770K107 15,670 150,000 SH   SOLE   150,000 0 0
NEXTERA ENERGY INC COM 65339F101 77,150 1,000,000 SH   SOLE   1,000,000 0 0
NMI HLDGS INC CL A 629209305 18,743 827,509 SH   SOLE   827,509 0 0
NORFOLK SOUTHN CORP COM 655844108 47,522 200,000 SH   SOLE   200,000 0 0
NORTHERN STAR ACQUISITION CO UNIT 08/29/2025 665742201 8,714 555,000 SH   SOLE   555,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 25,430 1,000,000 SH   SOLE   1,000,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 10,854 500,000 SH   SOLE   500,000 0 0
PAYPAL HLDGS INC COM 70450Y103 114,758 490,000 SH   SOLE   490,000 0 0
PROCTER AND GAMBLE CO COM 742718109 84,180 605,000 SH   SOLE   605,000 0 0
QUALCOMM INC COM 747525103 52,557 345,000 SH   SOLE   345,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 354,859 4,400,000 SH   SOLE   4,400,000 0 0
RADIAN GROUP INC COM 750236101 9,112 450,000 SH   SOLE   450,000 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 6,125 500,000 SH   SOLE   500,000 0 0
SALESFORCE COM INC COM 79466L302 42,281 190,000 SH   SOLE   190,000 0 0
SCION TECH GROWTH I UNIT 12/17/2025 G31067120 20,640 2,000,000 SH   SOLE   2,000,000 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 11,490 1,000,000 SH   SOLE   1,000,000 0 0
SHIFT4 PMTS INC CL A 82452J109 67,860 900,000 SH   SOLE   900,000 0 0
SOCIAL CAPITAL HEDOSOPHA HLD UNIT 99/99/9999 G82514129 10,972 750,000 SH   SOLE   750,000 0 0
SOCIAL CAPITAL HEDOSOPHA HLD UNIT 99/99/9999 G8251L121 12,910 1,000,000 SH   SOLE   1,000,000 0 0
SOCIAL CAPITAL HEDOSOPHA HLD UNIT 99/99/9999 G8252P121 10,544 800,000 SH   SOLE   800,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 11,727 300,000 SH   SOLE   300,000 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 6,138 300,000 SH   SOLE   300,000 0 0
TERMINIX GLOBAL HOLDINGS INC CALL 88087E100 51,010 1,000,000 SH   SOLE   1,000,000 0 0
T-MOBILE US INC COM 872590104 128,108 950,000 SH   SOLE   950,000 0 0
TPG PACE BEN FIN CORP UNIT 99/99/9999 G8990D109 18,376 675,600 SH   SOLE   675,600 0 0
TWITTER INC COM 90184L102 54,150 1,000,000 SH   SOLE   1,000,000 0 0
UNION PAC CORP COM 907818108 55,178 265,000 SH   SOLE   265,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 87,670 250,000 SH   SOLE   250,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 84,482 4,525,000 SH   SOLE   4,525,000 0 0
VIATRIS INC COM 92556V106 46,850 2,500,000 SH   SOLE   2,500,000 0 0
VISA INC COM CL A 92826C839 113,740 520,000 SH   SOLE   520,000 0 0
WELLTOWER INC COM 95040Q104 48,465 750,000 SH   SOLE   750,000 0 0
YUM BRANDS INC COM 988498101 54,280 500,000 SH   SOLE   500,000 0 0