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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCON AG ORD SHS H01301128   6,322,229 92,228 SH   SOLE   92,228 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   4,797,808 187,122 SH   SOLE   187,122 0 0
BIOGEN INC COM 09062X103   13,230,407 47,777 SH   SOLE   47,777 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   14,741,012 142,439 SH   SOLE   142,439 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   18,901,085 454,353 SH   SOLE   454,353 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   17,264,598 50,913 SH   SOLE   50,913 0 0
DOCEBO INC COM 25609L105   4,962,856 150,300 SH   SOLE   150,300 0 0
FLAME ACQUISITION CORP COM CL A 33850F108   5,025,000 500,000 SH   SOLE   500,000 0 0
GODADDY INC CL A 380237107   21,918,743 292,953 SH   SOLE   292,953 0 0
LIBERTY ENERGY INC COM CL A 53115L104   3,009,880 188,000 SH   SOLE   188,000 0 0
MDU RES GROUP INC COM 552690109   8,276,752 272,800 SH   SOLE   272,800 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   15,447,950 1,343,300 SH   SOLE   1,343,300 0 0
MORGAN STANLEY COM NEW 617446448   29,095,034 342,214 SH   SOLE   342,214 0 0
POST HLDGS INC COM 737446104   9,052,897 100,298 SH   SOLE   100,298 0 0
POST HOLDINGS PARTNERING COR UNIT 99/99/9999 737465203   12,571,000 1,250,000 SH   SOLE   1,250,000 0 0
SURROZEN INC *W EXP 08/01/203 86889P117   30,753 466,666 SH   SOLE   466,666 0 0
SURROZEN INC COM 86889P109   35,903 61,699 SH   SOLE   61,699 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   13,680,000 1,500,000 SH   SOLE   1,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   30,813,803 1,246,009 SH   SOLE   1,246,009 0 0
VERISIGN INC COM 92343E102   9,646,024 46,953 SH   SOLE   46,953 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   4,755,629 16,468 SH   SOLE   16,468 0 0
WILLIAMS ROWLAND ACQUISITION *W EXP 12/11/202 96951B110   21,423 475,000 SH   SOLE   475,000 0 0
WILLIAMS ROWLAND ACQUISITION COM 96951B102   2,978,910 297,000 SH   SOLE   297,000 0 0