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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
FAR PT ACQUISITION CORP CL A FOUNDERS SH 30734W109   159,908 15,692,500 SH   SOLE   15,692,500 0 0
ADOBE INC COM 00724F101   272,551 925,000 SH   SOLE   925,000 0 0
AMERICOLD RLTY TR COM 03064D108   41,498 1,280,000 SH   SOLE   1,280,000 0 0
BAXTER INTL INC COM 071813109   1,883,700 23,000,000 SH   SOLE   23,000,000 0 0
BLACK KNIGHT INC COM 09215C105   105,262 1,750,000 SH   SOLE   1,750,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   236,390 5,500,000 SH   SOLE   5,500,000 0 0
BURLINGTON STORES INC COM 122017106   119,105 700,000 SH   SOLE   700,000 0 0
CAMPBELL SOUP CO COM 134429109   741,295 18,500,000 SH   SOLE   18,500,000 0 0
CENTENE CORP DEL COM 15135B101   131,100 2,500,000 SH   SOLE   2,500,000 0 0
CHEMOURS CO COM 163851108   105,000 4,375,000 SH   SOLE   4,375,000 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   37,760 8,000,000 SH   SOLE   8,000,000 0 0
COLFAX CORP COM 194014106   56,060 2,000,000 SH   SOLE   2,000,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,829 100,000 SH   SOLE   100,000 0 0
DANAHER CORPORATION COM 235851102   530,233 3,710,000 SH   SOLE   3,710,000 0 0
FAR PT ACQUISITION CORP UNIT 06/01/2025 30734W208   42,680 4,000,000 SH   SOLE   4,000,000 0 0
FOX CORP CL A COM 35137L105   384,720 10,500,000 SH   SOLE   10,500,000 0 0
FRANKS INTL N V COM N33462107   410 75,000 SH   SOLE   75,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   5,918 180,000 SH   SOLE   180,000 0 0
GTT COMMUNICATIONS INC COM 362393100   53,945 3,065,078 SH   SOLE   3,065,078 0 0
IQVIA HLDGS INC COM 46266C105   257,440 1,600,000 SH   SOLE   1,600,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   2,834 33,429 SH   SOLE   33,429 0 0
KADMON HLDGS INC COM 48283N106   19,380 9,407,745 SH   SOLE   9,407,745 0 0
LINX S A SPONSORED ADS 53619W101   1,828 200,451 SH   SOLE   200,451 0 0
MARATHON PETE CORP COM 56585A102   223,520 4,000,000 SH   SOLE   4,000,000 0 0
MICROSOFT CORP COM 594918104   80,376 600,000 SH   SOLE   600,000 0 0
NETFLIX INC COM 64110L106   183,660 500,000 SH   SOLE   500,000 0 0
PARSONS CORPORATION COM 70202L102   11,058 300,000 SH   SOLE   300,000 0 0
PAYPAL HLDGS INC COM 70450Y103   400,610 3,500,000 SH   SOLE   3,500,000 0 0
PINTEREST INC CL A 72352L106   36,883 1,355,000 SH   SOLE   1,355,000 0 0
REPLAY ACQUISITION CORP UNIT 03/01/2024 G75130123   10,020 1,000,000 SH   SOLE   1,000,000 0 0
ROSS STORES INC COM 778296103   163,548 1,650,000 SH   SOLE   1,650,000 0 0
S&P GLOBAL INC COM 78409V104   173,120 760,000 SH   SOLE   760,000 0 0
SALESFORCE COM INC COM 79466L302   197,249 1,300,000 SH   SOLE   1,300,000 0 0
SONY CORP SPONSORED ADR 835699307   78,585 1,500,000 SH   SOLE   1,500,000 0 0
SOTHEBYS COM 835898107   387,239 6,661,604 SH   SOLE   6,661,604 0 0
TRADEWEB MKTS INC CL A 892672106   43,810 1,000,000 SH   SOLE   1,000,000 0 0
TWILIO INC CL A 90138F102   20,452 150,000 SH   SOLE   150,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109   781,200 6,000,000 SH   SOLE   6,000,000 0 0
VICI PPTYS INC COM 925652109   4,265 193,500 SH   SOLE   193,500 0 0
VISA INC COM CL A 92826C839   260,325 1,500,000 SH   SOLE   1,500,000 0 0
WORLDPAY INC CL A 981558109   269,610 2,200,000 SH   SOLE   2,200,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   17,802 200,500 SH   SOLE   200,500 0 0