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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 7,120 1,000,000 SH   SOLE   1,000,000 0 0
ALBEMARLE CORP COM 012653101 23,800 90,000 SH   SOLE   90,000 0 0
ALCOA CORP COM 013872106 6,732 200,000 SH   SOLE   200,000 0 0
ALKAMI TECHNOLOGY INC COM 01644J108 11,926 792,424 SH   SOLE   792,424 0 0
ALLSTATE CORP COM 020002101 57,906 465,000 SH   SOLE   465,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 20,016 100,000 SH   SOLE   100,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 12,388 1,250,000 SH   SOLE   1,250,000 0 0
AMAZON COM INC COM 023135106 50,850 450,000 SH   SOLE   450,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 46,500 1,000,000 SH   SOLE   1,000,000 0 0
APTIV PLC SHS G6095L109 23,463 300,000 SH   SOLE   300,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 55,100 650,000 SH   SOLE   650,000 0 0
BOWLERO CORP CL A COM 10258P102 24,620 2,000,000 SH   SOLE   2,000,000 0 0
BOYD GAMING CORP COM 103304101 30,972 650,000 SH   SOLE   650,000 0 0
BROOKDALE SR LIVING INC COM 112463104 8,540 2,000,000 SH   SOLE   2,000,000 0 0
BTRS HOLDINGS INC COM CL 1 11778X104 13,890 1,500,000 SH   SOLE   1,500,000 0 0
CAZOO GROUP LTD DEBT 2.000% 2/1 14986TAA3 21,168 32,500,000 SH   SOLE   32,500,000 0 0
CENOVUS ENERGY INC COM 15135U109 7,685 500,000 SH   SOLE   500,000 0 0
CF INDS HLDGS INC COM 125269100 7,219 75,000 SH   SOLE   75,000 0 0
CSX CORP COM 126408103 34,632 1,300,000 SH   SOLE   1,300,000 0 0
DANAHER CORPORATION COM 235851102 32,286 125,000 SH   SOLE   125,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 6,255 500,000 SH   SOLE   500,000 0 0
ENGAGESMART INC COMMON STOCK 29283F103 8,276 400,000 SH   SOLE   400,000 0 0
EQT CORP COM 26884L109 34,638 850,000 SH   SOLE   850,000 0 0
GENERAC HLDGS INC COM 368736104 13,360 75,000 SH   SOLE   75,000 0 0
GOGORO INC *W EXP 04/04/202 G9491K105 5,090 1,350,000 SH   SOLE   1,350,000 0 0
GOLDEN FALCON ACQUISITION CO *W EXP 11/04/202 38102H109 9,950 1,000,000 SH   SOLE   1,000,000 0 0
HUMANA INC COM 444859102 97,038 200,000 SH   SOLE   200,000 0 0
IHEARTMEDIA INC COM CL A 45174J509 4,398 600,000 SH   SOLE   600,000 0 0
ILLUMINA INC COM 452327109 47,698 250,000 SH   SOLE   250,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,372 50,000 SH   SOLE   50,000 0 0
LUX HEALTH TECH ACQUISITION *W EXP 11/30/202 55068A100 3,439 343,400 SH   SOLE   343,400 0 0
MICROSOFT CORP COM 594918104 34,935 150,000 SH   SOLE   150,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 16,808 2,250,000 SH   SOLE   2,250,000 0 0
NCINO INC COM 63947X101 8,016 235,000 SH   SOLE   235,000 0 0
NEW RELIC INC COM 64829B100 8,607 150,000 SH   SOLE   150,000 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102 21,640 800,000 SH   SOLE   800,000 0 0
PATHFINDER ACQUISITION CORP *W EXP 02/19/202 G04119106 1,490 150,000 SH   SOLE   150,000 0 0
PAYPAL HLDGS INC COM 70450Y103 49,060 570,000 SH   SOLE   570,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 26,032 3,250,000 SH   SOLE   3,250,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 20,436 600,000 SH   SOLE   600,000 0 0
REPUBLIC SVCS INC COM 760759100 44,213 325,000 SH   SOLE   325,000 0 0
S&P GLOBAL INC COM 78409V104 41,222 135,000 SH   SOLE   135,000 0 0
SCION TECH GROWTH II *W EXP 01/28/202 G31070108 2,154 216,666 SH   SOLE   216,666 0 0
SONDER HOLDINGS INC *W EXP 01/31/202 83542D102 249 150,000 SH   SOLE   150,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 15,300 2,500,000 SH   SOLE   2,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 39,290 110,000 SH   SOLE   110,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 11,040 500,000 SH   SOLE   500,000 0 0
SVF INVESTMENT CORP *W EXP 12/20/202 G8601L102 1,594 160,000 SH   SOLE   160,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 21,800 200,000 SH   SOLE   200,000 0 0