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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   25,568,159 183,035 SH   SOLE 1 183,035 0 0
ALPHABET INC CAP STK CL A 02079K305   3,711,424 26,569 SH   SOLE   26,569 0 0
ALPHABET INC CAP STK CL A 02079K305   28,441,163 203,602 SH   SOLE 2 203,602 0 0
ANGI INC COM CL A NEW 00183L102   3,295,049 1,323,313 SH   SOLE 1 1,323,313 0 0
ANGI INC COM CL A NEW 00183L102   478,312 192,093 SH   SOLE   192,093 0 0
ANGI INC COM CL A NEW 00183L102   3,665,295 1,472,006 SH   SOLE 2 1,472,006 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   13,366,047 337,697 SH   SOLE 1 337,697 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   1,940,212 49,020 SH   SOLE   49,020 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   14,867,910 375,642 SH   SOLE 2 375,642 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   13,255,825 777,012 SH   SOLE 1 777,012 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   1,924,232 112,792 SH   SOLE   112,792 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   14,745,282 864,319 SH   SOLE 2 864,319 0 0
BOX INC CL A 10316T104   11,529,622 450,200 SH   SOLE 1 450,200 0 0
BOX INC CL A 10316T104   1,672,154 65,293 SH   SOLE   65,293 0 0
BOX INC CL A 10316T104   12,821,775 500,655 SH   SOLE 2 500,655 0 0
CHENIERE ENERGY INC COM NEW 16411R208   15,972,310 93,564 SH   SOLE 1 93,564 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,319,778 13,589 SH   SOLE   13,589 0 0
CHENIERE ENERGY INC COM NEW 16411R208   17,758,620 104,028 SH   SOLE 2 104,028 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   2,914,715 345,755 SH   SOLE 1 345,755 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   422,722 50,145 SH   SOLE   50,145 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   3,241,369 384,504 SH   SOLE 2 384,504 0 0
CONSTELLATION BRANDS INC CL A 21036P108   17,772,010 73,514 SH   SOLE 1 73,514 0 0
CONSTELLATION BRANDS INC CL A 21036P108   2,581,165 10,677 SH   SOLE   10,677 0 0
CONSTELLATION BRANDS INC CL A 21036P108   19,759,678 81,736 SH   SOLE 2 81,736 0 0
GODADDY INC CL A 380237107   35,717,001 336,445 SH   SOLE 1 336,445 0 0
GODADDY INC CL A 380237107   5,180,077 48,795 SH   SOLE   48,795 0 0
GODADDY INC CL A 380237107   39,719,870 374,151 SH   SOLE 2 374,151 0 0
HARLEY DAVIDSON INC COM 412822108   5,727,257 155,463 SH   SOLE 1 155,463 0 0
HARLEY DAVIDSON INC COM 412822108   831,884 22,581 SH   SOLE   22,581 0 0
HARLEY DAVIDSON INC COM 412822108   6,371,257 172,944 SH   SOLE 2 172,944 0 0
IAC INC COM NEW 44891N208   38,182,401 728,950 SH   SOLE 1 728,950 0 0
IAC INC COM NEW 44891N208   5,537,666 105,721 SH   SOLE   105,721 0 0
IAC INC COM NEW 44891N208   42,461,480 810,643 SH   SOLE 2 810,643 0 0
KBR INC COM 48242W106   23,725,011 428,172 SH   SOLE 1 428,172 0 0
KBR INC COM 48242W106   3,443,953 62,154 SH   SOLE   62,154 0 0
KBR INC COM 48242W106   26,390,896 476,284 SH   SOLE 2 476,284 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   5,554,177 87,980 SH   SOLE 1 87,980 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   806,675 12,778 SH   SOLE   12,778 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   6,175,313 97,819 SH   SOLE 2 97,819 0 0
PREMIER INC CL A 74051N102   6,951,903 310,908 SH   SOLE 1 310,908 0 0
PREMIER INC CL A 74051N102   1,008,235 45,091 SH   SOLE   45,091 0 0
PREMIER INC CL A 74051N102   7,730,992 345,751 SH   SOLE 2 345,751 0 0
RAPID7 INC COM 753422104   19,831,629 347,314 SH   SOLE 1 347,314 0 0
RAPID7 INC COM 753422104   2,880,295 50,443 SH   SOLE   50,443 0 0
RAPID7 INC COM 753422104   22,049,451 386,155 SH   SOLE 2 386,155 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   14,397,500 88,600 SH Put SOLE 1 88,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   2,080,000 12,800 SH Put SOLE   12,800 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   16,022,500 98,600 SH Put SOLE 2 98,600 0 0
TRUPANION INC COM 898202106   3,377,457 110,700 SH Put SOLE 1 110,700 0 0
TRUPANION INC COM 898202106   491,211 16,100 SH Put SOLE   16,100 0 0
TRUPANION INC COM 898202106   3,758,832 123,200 SH Put SOLE 2 123,200 0 0
10X GENOMICS INC CL A COM 88025U109   7,581,629 135,483 SH   SOLE 1 135,483 0 0
10X GENOMICS INC CL A COM 88025U109   1,099,558 19,649 SH   SOLE   19,649 0 0
10X GENOMICS INC CL A COM 88025U109   8,431,269 150,666 SH   SOLE 2 150,666 0 0
WEX INC COM 96208T104   7,804,179 40,114 SH   SOLE 1 40,114 0 0
WEX INC COM 96208T104   1,133,448 5,826 SH   SOLE   5,826 0 0
WEX INC COM 96208T104   8,676,930 44,600 SH   SOLE 2 44,600 0 0