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 205,154 2,149,565 SH   SOLE   2,149,565 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 350,945 3,368,315 SH   SOLE   3,368,315 0 0
ALPHABET INC CAP STK CL A 02079K305 310,132 127,010 SH   SOLE   127,010 0 0
ALTICE USA INC CL A 02156K103 213,326 6,248,562 SH   SOLE   6,248,562 0 0
AMAZON COM INC COM 023135106 145,398 42,265 SH   SOLE   42,265 0 0
AVANTOR INC COM 05352A100 333,360 9,387,785 SH   SOLE   9,387,785 0 0
CHURCHILL CAPITAL CORP VI *W EXP 02/17/202 17143W119 957 683,731 SH   SOLE   683,731 0 0
CHURCHILL CAPITAL CORP VI COM CL A 17143W101 33,915 3,439,705 SH   SOLE   3,439,705 0 0
CIT GROUP INC COM NEW 125581801 143,295 2,777,569 SH   SOLE   2,777,569 0 0
CONX CORP *W EXP 10/30/202 212873111 1,350 1,000,000 SH   SOLE   1,000,000 0 0
DISCOVERY INC COM SER C 25470F302 25,126 867,000 SH   SOLE   867,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 389,253 9,312,272 SH   SOLE   9,312,272 0 0
DISH NETWORK CORPORATION CL A 25470M109 30,619 732,500 SH Call SOLE   732,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 247,908 1,514,311 SH   SOLE   1,514,311 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 314,647 2,220,988 SH   SOLE   2,220,988 0 0
FTAC ATHENA ACQUISITION CORP UNIT 99/99/9999 G37283127 5,122 502,110 SH   SOLE   502,110 0 0
GENERAL MTRS CO COM 37045V100 182,379 3,082,282 SH   SOLE   3,082,282 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 76,218 2,387,767 SH   SOLE   2,387,767 0 0
GOLDEN ARROW MERGER CORP *W EXP 07/31/202 380799114 270 332,666 SH   SOLE   332,666 0 0
GOLDEN ARROW MERGER CORP CLASS A COM 380799106 9,631 998,000 SH   SOLE   998,000 0 0
GORES HOLDINGS VII INC *W EXP 02/25/202 38286T119 43 31,190 SH   SOLE   31,190 0 0
GORES HOLDINGS VII INC COM CL A 38286T101 2,484 250,895 SH   SOLE   250,895 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 536 450,000 SH   SOLE   450,000 0 0
L BRANDS INC COM 501797104 239,784 3,327,558 SH   SOLE   3,327,558 0 0
MICROSOFT CORP COM 594918104 252,447 931,881 SH   SOLE   931,881 0 0
NORFOLK SOUTHN CORP COM 655844108 218,034 821,500 SH   SOLE   821,500 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 55,494 1,019,352 SH   SOLE   1,019,352 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 99,694 1,782,795 SH   SOLE   1,782,795 0 0
SNAP INC CL A 83304A106 152,243 2,234,270 SH   SOLE   2,234,270 0 0
SQUARE INC CL A 852234103 54,941 225,352 SH   SOLE   225,352 0 0
TRANSDIGM GROUP INC COM 893641100 84,559 130,635 SH   SOLE   130,635 0 0
TWILIO INC CL A 90138F102 91,049 230,995 SH   SOLE   230,995 0 0
UBER TECHNOLOGIES INC COM 90353T100 211,649 4,222,852 SH   SOLE   4,222,852 0 0
VIACOMCBS INC CL B 92556H206 11,164 247,000 SH Put SOLE   247,000 0 0
WORKDAY INC CL A 98138H101 151,076 632,805 SH   SOLE   632,805 0 0