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
AVANTOR INC COM 05352A100   9,186,769 402,399 SH   SOLE   402,399 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   568,980 58,000 SH Call SOLE   58,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   3,881,792 46,300 SH   SOLE   46,300 0 0
FLEX LTD ORD Y2573F102   24,555,329 806,150 SH   SOLE   806,150 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   5,169,620 37,906 SH   SOLE   37,906 0 0
HERC HLDGS INC COM 42704L104   10,563,746 70,950 SH   SOLE   70,950 0 0
HOLOGIC INC COM 436440101   12,977,678 181,633 SH   SOLE   181,633 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   689,260 11,000 SH   SOLE   11,000 0 0
ISHARES TR US TRSPRTION 464287192   1,207,178 4,600 SH   SOLE   4,600 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   10,035,500 50,000 SH Put SOLE   50,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   11,394,107 243,204 SH   SOLE   243,204 0 0
PAYPAL HLDGS INC COM 70450Y103   12,763,147 207,835 SH   SOLE   207,835 0 0
PERRIGO CO PLC SHS G97822103   965,400 30,000 SH   SOLE   30,000 0 0
PHILIP MORRIS INTL INC COM 718172109   8,373,120 89,000 SH   SOLE   89,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241   1,798,160 33,250 SH   SOLE   33,250 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   10,269,787 138,295 SH   SOLE   138,295 0 0
SMARTRENT INC COM CL A 83193G107   9,970,603 3,125,581 SH   SOLE   3,125,581 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   38,262,455 80,500 SH Put SOLE   80,500 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   883,785 28,500 SH   SOLE   28,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   11,248,578 234,199 SH   SOLE   234,199 0 0