The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 165,549 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 164,894 | 67,530 | SH | SOLE | 67,530 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 152,296 | 44,270 | SH | SOLE | 44,270 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 94,798 | 2,544,900 | SH | SOLE | 2,544,900 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 130,911 | 1,314,100 | SH | SOLE | 1,314,100 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 13,469 | 1,986,600 | SH | SOLE | 1,986,600 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 219,019 | 2,525,000 | SH | SOLE | 2,525,000 | 0 | 0 | ||
| CLEAR SECURE INC | COM CL A | 18467V109 | 1,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 104,590 | 447,174 | SH | SOLE | 447,174 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 58,065 | 4,112,240 | SH | SOLE | 4,112,240 | 0 | 0 | ||
| EQUITRANS MIDSTREAM CORP | COM | 294600101 | 30,170 | 3,545,200 | SH | SOLE | 3,545,200 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 193,640 | 556,900 | SH | SOLE | 556,900 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 254,420 | 2,380,200 | SH | SOLE | 2,380,200 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 23,430 | 1,740,700 | SH | SOLE | 1,740,700 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 16,844 | 193,700 | SH | SOLE | 193,700 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 323,156 | 9,375,000 | SH | SOLE | 9,375,000 | 0 | 0 | ||
| HUMANCO ACQUISITION CORP | UNIT 12/08/2023 | 44487N208 | 8,539 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 215,641 | 889,900 | SH | SOLE | 889,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 360,080 | 1,329,200 | SH | SOLE | 1,329,200 | 0 | 0 | ||
| MSD ACQUISITION CORP | UNIT 03/25/2026 | G5709C117 | 20,200 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 43,552 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| PERSHING SQUARE TONTINE HLDG | COM CL A | 71531R109 | 9,787 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| PERSHING SQUARE TONTINE HLDG | *W EXP 07/24/2021 | 71531R117 | 335 | 53,253 | SH | SOLE | 53,253 | 0 | 0 | ||
| RICE ACQUISITION CORP | COM CL A | 762594109 | 36,100 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| RICE ACQUISITION CORP | *W EXP 10/26/2021 | 762594117 | 5,700 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RICE ACQUISITION CORP II | UNIT 99/99/9999 | G75529118 | 25,550 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 223,047 | 3,764,500 | SH | SOLE | 3,764,500 | 0 | 0 | ||
| SYNEOS HEALTH INC | CL A | 87166B102 | 29,084 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 99,710 | 249,000 | SH | SOLE | 249,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 420,834 | 1,799,820 | SH | SOLE | 1,799,820 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 16,371 | 539,400 | SH | SOLE | 539,400 | 0 | 0 | ||