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
ACTIVISION BLIZZARD INC COM 00507V109 77,958 1,048,668 SH   SOLE   1,048,668 0 0
ADVANCED MICRO DEVICES INC COM 007903107 19,721 311,246 SH   SOLE   311,246 0 0
ALLEGHANY CORP MD COM 017175100 22,147 26,385 SH   SOLE   26,385 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 24,375 255,049 SH   SOLE   255,049 0 0
AVALARA INC COM 05338G106 26,890 292,917 SH   SOLE   292,917 0 0
AVIS BUDGET GROUP COM 053774105 14,510 97,736 SH   SOLE   97,736 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 13,211 155,849 SH   SOLE   155,849 0 0
BRAZE INC COM CL A 10576N102 5,786 166,130 SH   SOLE   166,130 0 0
CHANGE HEALTHCARE INC COM 15912K100 51,688 2,027,780 SH   SOLE   2,027,780 0 0
COLICITY INC UNIT 02/24/2026 194170205 1,392 141,500 SH   SOLE   141,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 20,312 123,245 SH   SOLE   123,245 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 2,970 19,810 SH   SOLE   19,810 0 0
EMPOWERMENT & INCLUSION CAPI COM CL A 29248N100 542 54,870 SH   SOLE   54,870 0 0
EPAM SYS INC COM 29414B104 41,652 115,000 SH Call SOLE   115,000 0 0
EPAM SYS INC COM 29414B104 39,113 107,989 SH   SOLE   107,989 0 0
ERMENEGILDO ZEGNA N V *W EXP 12/17/202 N30577113 314 167,670 SH   SOLE   167,670 0 0
EVO PMTS INC CL A COM 26927E104 22,369 671,742 SH   SOLE   671,742 0 0
FARFETCH LTD ORD SH CL A 30744W107 18,485 2,481,157 SH   SOLE   2,481,157 0 0
FIVE9 INC COM 338307101 13,838 184,560 SH   SOLE   184,560 0 0
FREEDOM ACQUISITION I CORP UNIT 99/99/9999 G3663X102 1,415 142,900 SH   SOLE   142,900 0 0
FRESHWORKS INC CLASS A COM 358054104 4,436 341,991 SH   SOLE   341,991 0 0
FUSION ACQUISITION CORP II UNIT 02/29/2028 36118N201 1,308 133,100 SH   SOLE   133,100 0 0
GAMING & HOSPITALITY ACQU CO COM CL A 364681106 1,428 145,000 SH   SOLE   145,000 0 0
GAMING & HOSPITALITY ACQU CO *W EXP 02/04/202 364681114 1 48,333 SH   SOLE   48,333 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 19,453 1,194,885 SH   SOLE   1,194,885 0 0
HUBSPOT INC COM 443573100 14,693 54,396 SH   SOLE   54,396 0 0
HUDSON EXECUTIVE INVES III UNIT 02/22/2026 44376L206 1,391 141,500 SH   SOLE   141,500 0 0
LEO HLDGS CORP II COM CL A G5463R102 1,693 170,000 SH   SOLE   170,000 0 0
LHC GROUP INC COM 50187A107 37,019 226,192 SH   SOLE   226,192 0 0
MARVELL TECHNOLOGY INC COM 573874104 16,300 380,338 SH   SOLE   380,338 0 0
MONGODB INC CL A 60937P106 15,246 76,783 SH   SOLE   76,783 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409 14,787 603,069 SH   SOLE   603,069 0 0
NIGHTDRAGON ACQUISITION CORP UNIT 02/26/2026 65413D204 419 42,672 SH   SOLE   42,672 0 0
NOBLE ROCK ACQUISITION CORP UNIT 01/31/2028 G6546R127 1,458 146,721 SH   SOLE   146,721 0 0
NORTHERN STAR INVEST CORP II UNIT 02/25/2028 66574L209 1,406 142,900 SH   SOLE   142,900 0 0
NUTANIX INC CL A 67059N108 9,526 457,344 SH   SOLE   457,344 0 0
NVIDIA CORPORATION COM 67066G104 16,857 138,865 SH   SOLE   138,865 0 0
PALO ALTO NETWORKS INC COM 697435105 9,752 59,538 SH   SOLE   59,538 0 0
PING IDENTITY HLDG CORP COM 72341T103 29,745 1,059,689 SH   SOLE   1,059,689 0 0
PNM RES INC COM 69349H107 32,004 699,848 SH   SOLE   699,848 0 0
QIAGEN NV SHS NEW N72482123 5,707 138,256 SH   SOLE   138,256 0 0
ROGERS CORP COM 775133101 20,742 85,755 SH   SOLE   85,755 0 0
SERVICENOW INC COM 81762P102 13,624 36,079 SH   SOLE   36,079 0 0
SIGNIFY HEALTH INC CL A COM 82671G100 18,162 623,041 SH   SOLE   623,041 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 30,673 470,524 SH   SOLE   470,524 0 0
SNOWFLAKE INC CL A 833445109 24,412 143,633 SH   SOLE   143,633 0 0
SOUTH JERSEY INDS INC COM 838518108 32,401 969,522 SH   SOLE   969,522 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 42,862 120,000 SH Put SOLE   120,000 0 0
STORE CAP CORP COM 862121100 29,805 951,328 SH   SOLE   951,328 0 0
SWITCH INC CL A 87105L104 51,761 1,536,400 SH   SOLE   1,536,400 0 0
TAILWIND INTERNATNAL ACQ COR UNIT 99/99/9999 G8662F127 954 96,140 SH   SOLE   96,140 0 0
TASTEMAKER ACQUISITION CORP COM CL A 876545104 831 83,388 SH   SOLE   83,388 0 0
TEGNA INC COM 87901J105 60,741 2,937,178 SH   SOLE   2,937,178 0 0
TELLURIAN INC NEW COM 87968A104 3,250 1,359,934 SH   SOLE   1,359,934 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 11,186 292,147 SH   SOLE   292,147 0 0
TLG ACQUISITION ONE CORP UNIT 99/99/9999 87257M207 1,478 149,900 SH   SOLE   149,900 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 21,768 495,396 SH   SOLE   495,396 0 0
TWILIO INC CL A 90138F102 16,881 244,153 SH   SOLE   244,153 0 0
TWITTER INC COM 90184L102 74,571 1,700,970 SH   SOLE   1,700,970 0 0
TWITTER INC COM 90184L102 31,565 720,000 SH Put SOLE   720,000 0 0
VMWARE INC CL A COM 928563402 23,432 220,105 SH   SOLE   220,105 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 27,206 135,396 SH   SOLE   135,396 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 57,471 1,425,014 SH   SOLE   1,425,014 0 0
WORKDAY INC CL A 98138H101 14,118 92,746 SH   SOLE   92,746 0 0
ZENDESK INC COM 98936J101 44,273 581,772 SH   SOLE   581,772 0 0