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 |
| ALTERYX INC | COM CL A | 02156B103 | 7,060 | 145,810 | SH | SOLE | 145,810 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 49,588 | 923,433 | SH | SOLE | 923,433 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 16,766 | 240,070 | SH | SOLE | 240,070 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 16,288 | 415,092 | SH | SOLE | 415,092 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 68,626 | 720,557 | SH | SOLE | 720,557 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 104,186 | 1,098,662 | SH | SOLE | 1,098,662 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 75,532 | 1,334,960 | SH | SOLE | 1,334,960 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 43,924 | 397,000 | SH | SOLE | 397,000 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 20,623 | 478,943 | SH | SOLE | 478,943 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 93,867 | 886,039 | SH | SOLE | 886,039 | 0 | 0 | ||
| INFORMATICA INC | COM CL A | 45674M101 | 12,999 | 625,833 | SH | SOLE | 625,833 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 10,902 | 285,837 | SH | SOLE | 285,837 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 226,656 | 3,171,792 | SH | SOLE | 3,171,792 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 141,984 | 552,834 | SH | SOLE | 552,834 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 44,053 | 748,187 | SH | SOLE | 748,187 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 117,760 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| OUTFRONT MEDIA INC | COM | 69007J106 | 38,432 | 2,267,388 | SH | SOLE | 2,267,388 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 148,740 | 3,365,931 | SH | SOLE | 3,365,931 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 189,408 | 383,464 | SH | SOLE | 383,464 | 0 | 0 | ||
| PATTERSON-UTI ENERGY INC | COM | 703481101 | 89,701 | 5,691,710 | SH | SOLE | 5,691,710 | 0 | 0 | ||
| R1 RCM INC | COM | 77634L105 | 12,395 | 591,366 | SH | SOLE | 591,366 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 61,681 | 328,090 | SH | SOLE | 328,090 | 0 | 0 | ||
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 135,048 | 1,651,560 | SH | SOLE | 1,651,560 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 35,562 | 180,620 | SH | SOLE | 180,620 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 89,041 | 572,392 | SH | SOLE | 572,392 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 131,736 | 2,735,377 | SH | SOLE | 2,735,377 | 0 | 0 | ||