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
ACADEMY SPORTS & OUTDOORS INC COM 00402L107 24,303 589,312 SH   SOLE   589,312 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 199,156 970,831 SH   SOLE   970,831 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 144,567 637,475 SH   SOLE   637,475 0 0
ALPHABET INC CAP STK CL C 02079K107 169,512 67,634 SH   SOLE   67,634 0 0
AMAZON COM INC COM 023135106 219,682 63,858 SH   SOLE   63,858 0 0
ANTHEM INC COM 036752103 53,802 140,916 SH   SOLE   140,916 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 60,104 350,726 SH   SOLE   350,726 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 353,078 4,035,178 SH   SOLE   4,035,178 0 0
AUSTERLITZ ACQUISITION CORP II *W EXP 02/19/2026 G0633U127 2,244 1,795,056 SH   SOLE   1,795,056 0 0
AUSTERLITZ ACQUISITION CORP II COM CL A G0633U101 69,863 7,180,115 SH   SOLE   7,180,115 0 0
AUTONATION INC COM 05329W102 122,146 1,288,319 SH   SOLE   1,288,319 0 0
BERRY GLOBAL GROUP INC COM 08579W103 293,662 4,502,634 SH   SOLE   4,502,634 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 132,025 3,094,815 SH   SOLE   3,094,815 0 0
CANNAE HLDGS INC COM 13765N107 34,841 1,027,458 SH   SOLE   1,027,458 0 0
CANO HEALTH INC COM CL A 13781Y103 49,752 4,111,717 SH   SOLE   4,111,717 0 0
CAREMAX INC COM CL A 14171W103 61,033 4,731,250 SH   SOLE   4,731,250 0 0
CARVANA CO CL A 146869102 44,424 147,186 SH   SOLE   147,186 0 0
CENTENE CORP DEL COM 15135B101 93,648 1,284,084 SH   SOLE   1,284,084 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 86,347 119,686 SH   SOLE   119,686 0 0
CIGNA CORP NEW COM 125523100 59,235 249,863 SH   SOLE   249,863 0 0
COLFAX CORP COM 194014106 187,566 4,094,441 SH   SOLE   4,094,441 0 0
CORTEVA INC COM 22052L104 313,175 7,061,446 SH   SOLE   7,061,446 0 0
CROWN HLDGS INC COM 228368106 44,454 434,932 SH   SOLE   434,932 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 194,759 9,113,680 SH   SOLE   9,113,680 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 105,635 9,250,000 SH   SOLE   9,250,000 0 0
EXACT SCIENCES CORP COM 30063P105 136,283 1,096,313 SH   SOLE   1,096,313 0 0
EXPEDIA GROUP INC COM NEW 30212P303 222,273 1,357,725 SH   SOLE   1,357,725 0 0
EXPEDIA GROUP INC COM NEW 30212P303 37,080 226,500 SH Call SOLE   226,500 0 0
FACEBOOK INC CL A 30303M102 27,808 79,976 SH   SOLE   79,976 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 58,296 411,493 SH   SOLE   411,493 0 0
FIFTH WALL ACQUISITION CORP I COM CL A 316790104 21,049 1,709,194 SH   SOLE   1,709,194 0 0
FIFTH WALL ACQUISITION CORP III CLASS A ORD SHS G34142102 19,704 1,980,256 SH   SOLE   1,980,256 0 0
GODADDY INC CL A 380237107 120,547 1,386,240 SH   SOLE   1,386,240 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 57,361 3,162,137 SH   SOLE   3,162,137 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 164,876 1,067,644 SH   SOLE   1,067,644 0 0
INTUIT INC COM 461202103 155,519 317,275 SH   SOLE   317,275 0 0
IQVIA HLDGS INC COM 46266C105 97,748 403,386 SH   SOLE   403,386 0 0
LENNAR CORP CL A 526057104 89,152 897,350 SH   SOLE   897,350 0 0
LENNAR CORP CL B 526057302 11,160 137,017 SH   SOLE   137,017 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 192,673 3,996,546 SH   SOLE   3,996,546 0 0
LIVANOVA PLC SHS G5509L101 139,059 1,653,296 SH   SOLE   1,653,296 0 0
LKQ CORP COM 501889208 48,353 982,378 SH   SOLE   982,378 0 0
MACQUARIE INFRASTRUCTURE CORP COM 55608B105 10,337 270,110 SH   SOLE   270,110 0 0
MASTERCARD INCORPORATED CL A 57636Q104 52,372 143,450 SH   SOLE   143,450 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 158,904 9,589,879 SH   SOLE   9,589,879 0 0
MORGAN STANLEY COM NEW 617446448 215,533 2,350,670 SH   SOLE   2,350,670 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 94,006 1,450,930 SH   SOLE   1,450,930 0 0
NEW RELIC INC COM 64829B100 334,015 4,987,535 SH   SOLE   4,987,535 0 0
NEW RELIC INC COM 64829B100 3,777 56,400 SH Call SOLE   56,400 0 0
NICE LTD SPONSORED ADR 653656108 166,027 670,924 SH   SOLE   670,924 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 14,753 270,997 SH   SOLE   270,997 0 0
OTIS WORLDWIDE CORP COM 68902V107 96,692 1,182,487 SH   SOLE   1,182,487 0 0
PALO ALTO NETWORKS INC COM 697435105 141,033 380,092 SH   SOLE   380,092 0 0
PEGASYSTEMS INC COM 705573103 108,846 781,998 SH   SOLE   781,998 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 41,395 853,676 SH   SOLE   853,676 0 0
PURE STORAGE INC CL A 74624M102 152,839 7,825,851 SH   SOLE   7,825,851 0 0
RADIUS GLOBAL INFRASTRUCTURE INC COM CL A 750481103 51,971 3,584,230 SH   SOLE   3,584,230 0 0
RED ROCK RESORTS INC CL A 75700L108 209,964 4,940,322 SH   SOLE   4,940,322 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 124,307 2,434,048 SH   SOLE   2,434,048 0 0
SALESFORCE COM INC COM 79466L302 246,883 1,010,699 SH   SOLE   1,010,699 0 0
SENIOR CONNECT ACQUISITN CORP I *W EXP 12/31/2027 81723H116 1,392 1,637,695 SH   SOLE   1,637,695 0 0
SENIOR CONNECT ACQUISITN CORP I COM CL A 81723H108 32,546 3,344,867 SH   SOLE   3,344,867 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 105,036 1,457,617 SH   SOLE   1,457,617 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 18,936 1,910,847 SH   SOLE   1,910,847 0 0
TEMPUR SEALY INTL INC COM 88023U101 195,565 4,990,165 SH   SOLE   4,990,165 0 0
TOLL BROTHERS INC COM 889478103 53,883 932,063 SH   SOLE   932,063 0 0
UBER TECHNOLOGIES INC COM 90353T100 216,980 4,329,213 SH   SOLE   4,329,213 0 0
US FOODS HLDG CORP COM 912008109 41,367 1,078,383 SH   SOLE   1,078,383 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 113,007 2,148,008 SH   SOLE   2,148,008 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 244,533 8,774,068 SH   SOLE   8,774,068 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 163,235 1,335,585 SH   SOLE   1,335,585 0 0