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
ACTIVISION BLIZZARD INC COM 00507V109 206,348 2,218,795 SH   SOLE   2,218,795 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 193,244 1,724,005 SH   SOLE   1,724,005 0 0
ALPHABET INC CAP STK CL A 02079K305 322,716 156,467 SH   SOLE   156,467 0 0
ALTICE USA INC CL A 02156K103 251,608 7,734,636 SH   SOLE   7,734,636 0 0
AVANTOR INC COM 05352A100 281,147 9,718,195 SH   SOLE   9,718,195 0 0
BOOKING HOLDINGS INC COM 09857L108 201,098 86,314 SH   SOLE   86,314 0 0
CHURCHILL CAPITAL CORP VI UNIT 99/99/9999 17143W200 34,799 3,459,110 SH   SOLE   3,459,110 0 0
CIT GROUP INC COM NEW 125581801 167,897 3,259,504 SH   SOLE   3,259,504 0 0
CONX CORP *W EXP 10/30/202 212873111 1,230 1,000,000 SH   SOLE   1,000,000 0 0
CSX CORP COM 126408103 163,612 1,696,870 SH   SOLE   1,696,870 0 0
DISCOVERY INC COM SER C 25470F302 31,984 867,000 SH   SOLE   867,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 291,103 8,041,527 SH   SOLE   8,041,527 0 0
DISH NETWORK CORPORATION CL A 25470M109 54,300 1,500,000 SH Call SOLE   1,500,000 0 0
ENTEGRIS INC COM 29362U104 155,604 1,391,805 SH   SOLE   1,391,805 0 0
ETSY INC COM 29786A106 108,861 539,800 SH   SOLE   539,800 0 0
EXPEDIA GROUP INC COM NEW 30212P303 149,763 870,106 SH   SOLE   870,106 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 301,337 2,143,073 SH   SOLE   2,143,073 0 0
FTAC ATHENA ACQUISITION CORP UNIT 99/99/9999 G37283127 4,985 498,455 SH   SOLE   498,455 0 0
GENERAL MTRS CO COM 37045V100 190,283 3,311,567 SH   SOLE   3,311,567 0 0
GOLDEN ARROW MERGER CORP UNIT 07/31/2026 380799205 9,950 1,000,000 SH   SOLE   1,000,000 0 0
GORES HOLDINGS VII INC UNIT 02/12/2028 38286T200 2,482 249,230 SH   SOLE   249,230 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 585 450,000 SH   SOLE   450,000 0 0
L BRANDS INC COM 501797104 197,105 3,186,315 SH   SOLE   3,186,315 0 0
LAS VEGAS SANDS CORP COM 517834107 156,506 2,575,810 SH   SOLE   2,575,810 0 0
MICROSOFT CORP COM 594918104 340,233 1,443,072 SH   SOLE   1,443,072 0 0
NORFOLK SOUTHN CORP COM 655844108 125,877 468,780 SH   SOLE   468,780 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 250,899 5,749,300 SH   SOLE   5,749,300 0 0
SQUARE INC CL A 852234103 150,316 662,040 SH   SOLE   662,040 0 0
TRANSUNION COM 89400J107 187,227 2,080,295 SH   SOLE   2,080,295 0 0
UBER TECHNOLOGIES INC COM 90353T100 220,283 4,041,142 SH   SOLE   4,041,142 0 0
VIACOMCBS INC CL B 92556H206 11,140 247,000 SH Put SOLE   247,000 0 0