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
ADT INC DEL COM 00090Q103 13,307 1,576,682 SH   SOLE 1,576,682 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 19,120 800,000 SH Call SOLE 800,000 0 0
BLACKBAUD INC COM 09227Q100 28,512 401,127 SH   SOLE 401,127 0 0
BLACKBAUD INC COM 09227Q100 10,662 150,000 SH Call SOLE 150,000 0 0
CF INDS HLDGS INC COM 125269100 2,383 52,515 SH   SOLE 52,515 0 0
CF INDS HLDGS INC COM 125269100 3,798 83,700 SH Call SOLE 83,700 0 0
CHEFS WHSE INC COM 163086101 41,251 1,354,275 SH   SOLE 1,354,275 0 0
CHEGG INC COM 163092109 29,513 344,532 SH   SOLE 344,532 0 0
CLARUS CORP NEW COM 18270P109 45,774 2,684,667 SH   SOLE 2,684,667 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 38,518 883,853 SH   SOLE 883,853 0 0
DONALDSON INC COM 257651109 36,381 625,537 SH   SOLE 625,537 0 0
DROPBOX INC CL A 26210C104 13,330 500,000 SH Call SOLE 500,000 0 0
DROPBOX INC CL A 26210C104 55,498 2,081,678 SH   SOLE 2,081,678 0 0
EQUIFAX INC COM 294429105 1,041 5,746 SH   SOLE 5,746 0 0
EQUIFAX INC COM 294429105 20,794 114,800 SH Call SOLE 114,800 0 0
EVO PMTS INC CL A COM 26927E104 25,805 937,664 SH   SOLE 937,664 0 0
FOLEY TRASIMENE ACQUISTN COR COM CL A 34431F104 14,313 1,425,610 SH   SOLE 1,425,610 0 0
GREEN DOT CORP CL A 39304D102 33,510 731,825 SH   SOLE 731,825 0 0
HAIN CELESTIAL GROUP INC COM 405217100 28,340 650,000 SH Call SOLE 650,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 3,066 70,329 SH   SOLE 70,329 0 0
HEALTHEQUITY INC COM 42226A107 9,349 137,479 SH   SOLE 137,479 0 0
INFINERA CORP COM 45667G103 47,046 4,885,404 SH   SOLE 4,885,404 0 0
INFINERA CORP COM 45667G103 9,630 1,000,000 SH Call SOLE 1,000,000 0 0
INGERSOLL RAND INC COM 45687V106 23,423 475,979 SH   SOLE 475,979 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 15,847 468,852 SH   SOLE 468,852 0 0
LESLIES INC COM 527064109 11,934 487,299 SH   SOLE 487,299 0 0
NORDSON CORP COM 655663102 29,191 146,924 SH   SOLE 146,924 0 0
NVENT ELECTRIC PLC SHS G6700G107 11,521 412,780 SH   SOLE 412,780 0 0
OPERA LTD SPONSORED ADS 68373M107 4,097 409,719 SH   SOLE 409,719 0 0
PAYSAFE LIMITED ORD G6964L107 13,965 1,034,437 SH   SOLE 1,034,437 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 18,008 750,000 SH   SOLE 750,000 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/202 71531R117 1,358 166,664 SH   SOLE 166,664 0 0
QUAKER CHEM CORP COM 747316107 21,402 87,795 SH   SOLE 87,795 0 0
SCHLUMBERGER LTD COM 806857108 1,492 54,856 SH   SOLE 54,856 0 0
SCHLUMBERGER LTD COM 806857108 16,314 600,000 SH Call SOLE 600,000 0 0
STATE STR CORP COM 857477103 42,951 511,258 SH   SOLE 511,258 0 0
SYNAPTICS INC COM 87157D109 66,076 487,936 SH   SOLE 487,936 0 0
TEREX CORP NEW COM 880779103 12,098 262,611 SH   SOLE 262,611 0 0
VALMONT INDS INC COM 920253101 30,202 127,074 SH   SOLE 127,074 0 0
VISTA OUTDOOR INC COM 928377100 34,869 1,087,281 SH   SOLE 1,087,281 0 0
ZUORA INC COM CL A 98983V106 46,107 3,115,338 SH   SOLE 3,115,338 0 0