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
ADOBE SYSTEMS INCORPORATED COM 00724F101 38,528 140,000 SH   SOLE   140,000 0 0
AFTERNEXT HEALTHTECH ACQUISI SHS CL A G01109100 5,213 533,600 SH   SOLE   533,600 0 0
AFTERNEXT HEALTHTECH ACQUISI *W EXP 99/99/999 G01109126 27 166,667 SH   SOLE   166,667 0 0
ALTUS POWER INC COM CL A 02217A102 12,942 1,175,500 SH   SOLE   1,175,500 0 0
AMAZON COM INC COM 023135106 52,545 465,000 SH   SOLE   465,000 0 0
APPLOVIN CORP COM CL A 03831W108 31,184 1,600,000 SH   SOLE   1,600,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 68,438 3,800,000 SH   SOLE   3,800,000 0 0
ATI INC COM 01741R102 22,086 830,000 SH   SOLE   830,000 0 0
BRUNSWICK CORP COM 117043109 147,612 2,255,333 SH   SOLE   2,255,333 0 0
CHENIERE ENERGY INC COM NEW 16411R208 136,212 821,000 SH   SOLE   821,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 3,029 45,000 SH   SOLE   45,000 0 0
DORIAN LPG LTD SHS USD Y2106R110 28,158 2,075,000 SH   SOLE   2,075,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 17,660 2,361,000 SH   SOLE   2,361,000 0 0
FAIR ISAAC CORP COM 303250104 131,102 318,200 SH   SOLE   318,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 54,033 715,000 SH   SOLE   715,000 0 0
FISERV INC COM 337738108 93,476 999,000 SH   SOLE   999,000 0 0
HOWMET AEROSPACE INC COM 443201108 223,293 7,219,300 SH   SOLE   7,219,300 0 0
HUMANA INC COM 444859102 52,401 108,000 SH   SOLE   108,000 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 8,791 882,600 SH   SOLE   882,600 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 25 412,500 SH   SOLE   412,500 0 0
IAC INC COM NEW 44891N208 1,108 20,000 SH   SOLE   20,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,649 140,000 SH   SOLE   140,000 0 0
IQVIA HLDGS INC COM 46266C105 62,493 345,000 SH   SOLE   345,000 0 0
META PLATFORMS INC CL A 30303M102 93,497 689,100 SH   SOLE   689,100 0 0
MICROSOFT CORP COM 594918104 119,082 511,300 SH   SOLE   511,300 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 21,202 2,139,500 SH   SOLE   2,139,500 0 0
MSD ACQUISITION CORP *W EXP 03/25/2023 G5709C125 34 400,000 SH   SOLE   400,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 24,675 2,500,000 SH   SOLE   2,500,000 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 199 625,000 SH   SOLE   625,000 0 0
SEALED AIR CORP NEW COM 81211K100 119,287 2,680,000 SH   SOLE   2,680,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 170,097 336,800 SH   SOLE   336,800 0 0
VISA INC COM CL A 92826C839 183,210 1,031,300 SH   SOLE   1,031,300 0 0