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
ALTERYX INC COM CL A 02156B103 94,814 835,000 SH   SOLE   835,000 0 0
ANAPLAN INC COM 03272L108 220,814 3,528,500 SH   SOLE   3,528,500 0 0
ARAMARK COM 03852U106 160,382 6,063,600 SH   SOLE   6,063,600 0 0
ARCONIC CORPORATION COM 03966V107 48,778 2,560,500 SH   SOLE   2,560,500 0 0
BRUNSWICK CORP COM 117043109 104,565 1,775,000 SH   SOLE   1,775,000 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 1,598 2,652,400 SH   SOLE   2,652,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208 193,020 4,171,600 SH   SOLE   4,171,600 0 0
CIGNA CORP NEW COM 125523100 174,272 1,028,700 SH   SOLE   1,028,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 832,340 4,392,062 SH   SOLE   4,392,062 0 0
COVETRUS INC COM 22304C100 16,385 671,500 SH   SOLE   671,500 0 0
DOLLAR TREE INC COM 256746108 165,782 1,815,000 SH   SOLE   1,815,000 0 0
DORIAN LPG LTD SHS USD Y2106R110 64,199 8,014,837 SH   SOLE   8,014,837 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 46,752 5,526,300 SH   SOLE   5,526,300 0 0
FACEBOOK INC CL A 30303M102 183,487 700,600 SH   SOLE   700,600 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 69,189 470,000 SH   SOLE   470,000 0 0
FISERV INC COM 337738108 262,530 2,547,600 SH   SOLE   2,547,600 0 0
HERON THERAPEUTICS INC COM 427746102 8,034 542,100 SH   SOLE   542,100 0 0
HOWMET AEROSPACE INC COM 443201108 194,691 11,644,200 SH   SOLE   11,644,200 0 0
IQVIA HLDGS INC COM 46266C105 179,210 1,136,900 SH   SOLE   1,136,900 0 0
MICROSOFT CORP COM 594918104 663,759 3,155,800 SH   SOLE   3,155,800 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 78,810 2,374,500 SH   SOLE   2,374,500 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 10,889 479,900 SH   SOLE   479,900 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/2021 71531R117 382 53,253 SH   SOLE   53,253 0 0
PTC INC COM 69370C100 64,108 775,000 SH   SOLE   775,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 6,339 576,300 SH   SOLE   576,300 0 0
SEALED AIR CORP NEW COM 81211K100 201,067 5,180,800 SH   SOLE   5,180,800 0 0
SNOWFLAKE INC CL A 833445109 3,614 14,400 SH   SOLE   14,400 0 0
STERICYCLE INC COM 858912108 555 8,800 SH   SOLE   8,800 0 0
VISA INC COM CL A 92826C839 513,243 2,566,600 SH   SOLE   2,566,600 0 0
WEX INC COM 96208T104 6,254 45,000 SH   SOLE   45,000 0 0