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
ADAPTHEALTH CORP COMMON STOCK 00653Q102 8,075 447,616 SH   SOLE   447,616 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 30,565 2,953,153 SH   SOLE   2,953,153 0 0
ALPHABET INC CAP STK CL C 02079K107 108,156 49,444 SH   SOLE   49,444 0 0
AMAZON COM INC COM 023135106 102,333 963,501 SH   SOLE   963,501 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 71,986 425,097 SH   SOLE   425,097 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 420,854 4,083,978 SH   SOLE   4,083,978 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 10,307 1,323,075 SH   SOLE   1,323,075 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 42,487 2,787,831 SH   SOLE   2,787,831 0 0
BERRY GLOBAL GROUP INC COM 08579W103 127,464 2,332,796 SH   SOLE   2,332,796 0 0
CAREMAX INC COM CL A 14171W103 31,399 8,649,869 SH   SOLE   8,649,869 0 0
CATALENT INC COM 148806102 112,368 1,047,329 SH   SOLE   1,047,329 0 0
CENTENE CORP DEL COM 15135B101 107,738 1,273,347 SH   SOLE   1,273,347 0 0
CF INDS HLDGS INC COM 125269100 60,461 705,252 SH   SOLE   705,252 0 0
CHANGE HEALTHCARE INC COM 15912K100 91,191 3,954,499 SH   SOLE   3,954,499 0 0
CORTEVA INC COM 22052L104 115,382 2,131,187 SH   SOLE   2,131,187 0 0
COUPA SOFTWARE INC COM 22266L106 60,827 1,065,279 SH   SOLE   1,065,279 0 0
DOMA HOLDINGS INC COMMON STOCK 25703A104 12,609 12,241,620 SH   SOLE   12,241,620 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 93,587 6,226,707 SH   SOLE   6,226,707 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 120,290 15,461,391 SH   SOLE   15,461,391 0 0
ELECTRONIC ARTS INC COM 285512109 104,824 861,685 SH   SOLE   861,685 0 0
ENOVIS CORPORATION COM 194014502 66,263 1,204,786 SH   SOLE   1,204,786 0 0
EXACT SCIENCES CORP COM 30063P105 97,283 2,469,746 SH   SOLE   2,469,746 0 0
EXPEDIA GROUP INC COM NEW 30212P303 72,430 763,790 SH   SOLE   763,790 0 0
FERGUSON PLC NEW SHS G3421J106 112,052 1,012,126 SH   SOLE   1,012,126 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 49,032 534,878 SH   SOLE   534,878 0 0
FIFTH WALL ACQUISITN CORP III CLASS A ORD SHS G34142102 11,420 1,173,650 SH   SOLE   1,173,650 0 0
GODADDY INC CL A 380237107 71,327 1,025,398 SH   SOLE   1,025,398 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 88,226 4,303,698 SH   SOLE   4,303,698 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 50,330 296,405 SH   SOLE   296,405 0 0
IAA INC COM 449253103 73,139 2,231,877 SH   SOLE   2,231,877 0 0
IQVIA HLDGS INC COM 46266C105 46,298 213,366 SH   SOLE   213,366 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 6,944 64,279 SH   SOLE   64,279 0 0
JFROG LTD ORD SHS M6191J100 50,188 2,381,965 SH   SOLE   2,381,965 0 0
LENNAR CORP CL A 526057104 107,491 1,523,182 SH   SOLE   1,523,182 0 0
LENNAR CORP CL B 526057302 7,530 128,260 SH   SOLE   128,260 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 130,940 2,063,015 SH   SOLE   2,063,015 0 0
LIVANOVA PLC SHS G5509L101 118,626 1,898,932 SH   SOLE   1,898,932 0 0
LPL FINL HLDGS INC COM 50212V100 41,489 224,897 SH   SOLE   224,897 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,135 66,992 SH   SOLE   66,992 0 0
MATCH GROUP INC NEW COM 57667L107 13,300 190,845 SH   SOLE   190,845 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 66,479 11,561,635 SH   SOLE   11,561,635 0 0
MORGAN STANLEY COM NEW 617446448 106,698 1,402,813 SH   SOLE   1,402,813 0 0
NATERA INC COM 632307104 9,959 281,008 SH   SOLE   281,008 0 0
NEW RELIC INC COM 64829B100 279,241 5,579,236 SH   SOLE   5,579,236 0 0
NICE LTD SPONSORED ADR 653656108 99,160 515,253 SH   SOLE   515,253 0 0
OAK STR HEALTH INC COM 67181A107 59,439 3,615,541 SH   SOLE   3,615,541 0 0
PEGASYSTEMS INC COM 705573103 59,222 1,237,926 SH   SOLE   1,237,926 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 76,794 1,670,170 SH   SOLE   1,670,170 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 542 50,000 SH   SOLE   50,000 0 0
PINTEREST INC CL A 72352L106 74,385 4,096,116 SH   SOLE   4,096,116 0 0
RED ROCK RESORTS INC CL A 75700L108 68,546 2,054,726 SH   SOLE   2,054,726 0 0
SALESFORCE INC COM 79466L302 121,766 737,794 SH   SOLE   737,794 0 0
SCHWAB CHARLES CORP COM 808513105 31,856 504,215 SH   SOLE   504,215 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 76,462 932,232 SH   SOLE   932,232 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 79,456 1,368,272 SH   SOLE   1,368,272 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 11,040 1,132,287 SH   SOLE   1,132,287 0 0
TEMPUR SEALY INTL INC COM 88023U101 95,184 4,454,080 SH   SOLE   4,454,080 0 0
TOLL BROTHERS INC COM 889478103 38,776 869,428 SH   SOLE   869,428 0 0
UBER TECHNOLOGIES INC COM 90353T100 112,060 5,477,048 SH   SOLE   5,477,048 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 91,371 11,115,746 SH   SOLE   11,115,746 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 162,237 5,004,235 SH   SOLE   5,004,235 0 0
WIX COM LTD SHS M98068105 105,693 1,612,396 SH   SOLE   1,612,396 0 0
WORKDAY INC CL A 98138H101 16,045 114,951 SH   SOLE   114,951 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 123,152 3,878,808 SH   SOLE   3,878,808 0 0