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
ADVANCE AUTO PARTS INC COM 00751Y106 99,342 475,571 SH   SOLE   475,571 0 0
ADVISORSHARES TRUST PURE US CANNABIS 00768Y453 44,184 1,400,000 SH   SOLE   1,400,000 0 0
ALPHABET INC CAP STK CL C 02079K107 176,089 66,067 SH   SOLE   66,067 0 0
AMAZON COM INC COM 023135106 141,674 43,127 SH   SOLE   43,127 0 0
ANAPLAN INC COM 03272L108 164,257 2,697,603 SH   SOLE   2,697,603 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 65,927 335,096 SH   SOLE   335,096 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 359,615 4,035,178 SH   SOLE   4,035,178 0 0
AVANTOR INC COM 05352A100 35,403 865,609 SH   SOLE   865,609 0 0
BERRY GLOBAL GROUP INC COM 08579W103 256,104 4,206,708 SH   SOLE   4,206,708 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 82,284 1,590,334 SH   SOLE   1,590,334 0 0
CANNAE HLDGS INC COM 13765N107 34,577 1,111,437 SH   SOLE   1,111,437 0 0
CANO HEALTH INC COM CL A 13781Y103 49,260 3,884,835 SH   SOLE   3,884,835 0 0
CAREMAX INC COM CL A 14171W103 80,127 8,294,762 SH   SOLE   8,294,762 0 0
CERNER CORP COM 156782104 21,621 306,593 SH   SOLE   306,593 0 0
CF INDS HLDGS INC COM 125269100 70,072 1,255,313 SH   SOLE   1,255,313 0 0
COLFAX CORP COM 194014106 169,755 3,698,359 SH   SOLE   3,698,359 0 0
CORTEVA INC COM 22052L104 185,696 4,412,920 SH   SOLE   4,412,920 0 0
CROWN HLDGS INC COM 228368106 36,330 360,485 SH   SOLE   360,485 0 0
DOMA HOLDINGS INC COM 25703A104 73,405 9,919,654 SH   SOLE   9,919,654 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 90,856 5,404,890 SH   SOLE   5,404,890 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 182,777 16,174,922 SH   SOLE   16,174,922 0 0
EXACT SCIENCES CORP COM 30063P105 134,987 1,414,213 SH   SOLE   1,414,213 0 0
EXPEDIA GROUP INC COM NEW 30212P303 198,386 1,210,406 SH   SOLE   1,210,406 0 0
EXPEDIA GROUP INC COM NEW 30212P303 93,505 570,500 SH Call SOLE   570,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 65,760 540,436 SH   SOLE   540,436 0 0
FIFTH WALL ACQUISITN CORP III CLASS A ORD SHS G34142102 18,498 1,883,671 SH   SOLE   1,883,671 0 0
GODADDY INC CL A 380237107 99,068 1,421,350 SH   SOLE   1,421,350 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 144,170 7,571,980 SH   SOLE   7,571,980 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 174,897 930,897 SH   SOLE   930,897 0 0
INTUIT COM 461202103 125,327 232,298 SH   SOLE   232,298 0 0
IQVIA HLDGS INC COM 46266C105 97,591 407,409 SH   SOLE   407,409 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 100,174 355,934 SH   SOLE   355,934 0 0
LENNAR CORP CL A 526057104 95,499 1,019,421 SH   SOLE   1,019,421 0 0
LENNAR CORP CL B 526057302 11,317 145,857 SH   SOLE   145,857 0 0
LIBERTY MEDIA CORP COM SER C FRMLA 531229854 176,140 3,426,180 SH   SOLE   3,426,180 0 0
LIVANOVA PLC SHS G5509L101 138,663 1,751,019 SH   SOLE   1,751,019 0 0
MASTERCARD INCORPORATED CL A 57636Q104 42,929 123,472 SH   SOLE   123,472 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 130,579 12,751,870 SH   SOLE   12,751,870 0 0
MISTER CAR WASH INC COM 60646V105 30,766 1,685,793 SH   SOLE   1,685,793 0 0
MORGAN STANLEY COM NEW 617446448 99,264 1,020,082 SH   SOLE   1,020,082 0 0
NEW RELIC INC COM 64829B100 333,916 4,652,588 SH   SOLE   4,652,588 0 0
NICE LTD SPONSORED ADR 653656108 136,062 479,025 SH   SOLE   479,025 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 22,435 433,775 SH   SOLE   433,775 0 0
PALO ALTO NETWORKS INC COM 697435105 152,475 318,319 SH   SOLE   318,319 0 0
PEGASYSTEMS INC COM 705573103 142,825 1,123,718 SH   SOLE   1,123,718 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 117,861 2,536,836 SH   SOLE   2,536,836 0 0
PURE STORAGE INC CL A 74624M102 214,771 8,536,217 SH   SOLE   8,536,217 0 0
RADIUS GLOBAL INFRASTRCTRE INC COM CL A 750481103 53,245 3,260,551 SH   SOLE   3,260,551 0 0
RED ROCK RESORTS INC CL A 75700L108 221,581 4,326,070 SH   SOLE   4,326,070 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 107,177 2,499,457 SH   SOLE   2,499,457 0 0
SALESFORCE COM INC COM 79466L302 250,974 925,351 SH   SOLE   925,351 0 0
SMARTRENT INC COM CL A 83193G107 24,055 1,847,513 SH   SOLE   1,847,513 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 101,933 1,468,769 SH   SOLE   1,468,769 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 17,810 1,817,304 SH   SOLE   1,817,304 0 0
TEMPUR SEALY INTL INC COM 88023U101 179,375 3,865,015 SH   SOLE   3,865,015 0 0
THE REALREAL INC COM 88339P101 16,170 1,226,837 SH   SOLE   1,226,837 0 0
TOLL BROTHERS INC COM 889478103 48,788 882,409 SH   SOLE   882,409 0 0
UBER TECHNOLOGIES INC COM 90353T100 199,080 4,443,751 SH   SOLE   4,443,751 0 0
UNDER ARMOUR INC CL A 904311107 52,611 2,607,067 SH   SOLE   2,607,067 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 154,681 665,409 SH   SOLE   665,409 0 0
WILLSCOT MOBILE MINI HLDNG CO COM CL A 971378104 270,901 8,540,373 SH   SOLE   8,540,373 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 172,463 1,956,696 SH   SOLE   1,956,696 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 23,719 162,061 SH   SOLE   162,061 0 0