ACCENTURE PLC IRELAND SHS CLASS A G1151C101 51332766 191326 SH SOLE 191326 0 0 ADVANCED MICRO DEVICES INC COM 007903107 84419302 394188 SH SOLE 394188 0 0 AMAZON COM INC COM 023135106 209877701 909270 SH SOLE 909270 0 0 AMBARELLA INC SHS G037AX101 7084000 100000 SH SOLE 100000 0 0 APPLIED MATLS INC COM 038222105 33320295 129656 SH SOLE 129656 0 0 BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 28247843 1653855 SH SOLE 1653855 0 0 BIOGEN INC COM 09062X103 51143574 290605 SH SOLE 290605 0 0 BIO-TECHNE CORP COM 09073M104 36458907 619944 SH SOLE 619944 0 0 BLOCK INC CL A 852234103 55423679 851493 SH SOLE 851493 0 0 BUTTERFLY NETWORK INC *W EXP 02/12/202 124155110 30155 1713333 SH SOLE 1713333 0 0 BUTTERFLY NETWORK INC COM CL A 124155102 54473209 14335055 SH SOLE 14335055 0 0 CENTENE CORP DEL COM 15135B101 76370038 1855894 SH SOLE 1855894 0 0 CONSTELLATION ENERGY CORP COM 21037T109 10743647 30412 SH SOLE 30412 0 0 CVS HEALTH CORP COM 126650100 650497969 8196799 SH SOLE 8196799 0 0 DANAHER CORPORATION COM 235851102 45827724 200191 SH SOLE 200191 0 0 DICKS SPORTING GOODS INC COM 253393102 56205861 283911 SH SOLE 283911 0 0 DIGITALOCEAN HLDGS INC COM 25402D102 96446868 2004299 SH SOLE 2004299 0 0 DXC TECHNOLOGY CO COM 23355L106 121834484 8316347 SH SOLE 8316347 0 0 ELEMENT SOLUTIONS INC COM 28618M106 70818836 2833887 SH SOLE 2833887 0 0 EXPEDIA GROUP INC COM NEW 30212P303 91119579 321625 SH SOLE 321625 0 0 GENIUS SPORTS LIMITED SHARES CL A G3934V109 22372903 2030209 SH SOLE 2030209 0 0 GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209 1241339 149379 SH SOLE 149379 0 0 GLOBAL PMTS INC COM 37940X102 458294611 5921119 SH SOLE 5921119 0 0 IQVIA HLDGS INC COM 46266C105 45020238 199726 SH SOLE 199726 0 0 ISHARES TR 20 YR TR BD ETF 464287432 54475000 625000 SH Put SOLE 625000 0 0 ISHARES TR IBOXX HI YD ETF 464288513 142948927 1772900 SH Put SOLE 1772900 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 76270821 1458891 SH SOLE 1458891 0 0 LIONSGATE STUDIOS CORP COM 53626N102 68537084 7506800 SH SOLE 7506800 0 0 LITHIA MTRS INC COM 536797103 42406970 127605 SH SOLE 127605 0 0 MCKESSON CORP COM 58155Q103 35267548 42994 SH SOLE 42994 0 0 META PLATFORMS INC CL A 30303M102 7638561 11572 SH SOLE 11572 0 0 MKS INC. COM 55306N104 11857160 74200 SH SOLE 74200 0 0 MYRIAD GENETICS INC COM 62855J104 28212553 4587407 SH SOLE 4587407 0 0 NATIONAL VISION HLDGS INC COM 63845R107 36905378 1429333 SH SOLE 1429333 0 0 ONTO INNOVATION INC COM 683344105 65482222 414812 SH SOLE 414812 0 0 QNITY ELECTRONICS INC COMMON STOCK 74743L100 42334382 518486 SH SOLE 518486 0 0 RAMACO RES INC COM CL A 75134P600 3600000 200000 SH SOLE 200000 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 6044456 205175 SH SOLE 205175 0 0 RH COM 74967X103 19946203 111338 SH SOLE 111338 0 0 SALESFORCE INC COM 79466L302 22199458 83800 SH Call SOLE 83800 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 4697500 50000 SH SOLE 50000 0 0 SIX FLAGS ENTERTAINMENT CORP COM 83001C108 17217217 1122374 SH SOLE 1122374 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 16384382 337266 SH SOLE 337266 0 0 SURGERY PARTNERS INC COM 86881A100 59607460 3858088 SH SOLE 3858088 0 0 SYNOPSYS INC COM 871607107 22392022 47671 SH SOLE 47671 0 0 TALEN ENERGY CORP COM 87422Q109 16403373 43761 SH SOLE 43761 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 394211396 1983753 SH SOLE 1983753 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 521837723 16720209 SH SOLE 16720209 0 0 THE CIGNA GROUP COM 125523100 76890179 279367 SH SOLE 279367 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 129766089 223947 SH SOLE 223947 0 0 UBER TECHNOLOGIES INC COM 90353T100 57826249 707701 SH SOLE 707701 0 0 UNITED AIRLS HLDGS INC COM 910047109 57171441 511281 SH SOLE 511281 0 0 US FOODS HLDG CORP COM 912008109 85696309 1137763 SH SOLE 1137763 0 0 VIATRIS INC COM 92556V106 138036188 11087244 SH SOLE 11087244 0 0 VISTRA CORP COM 92840M102 10659718 66074 SH SOLE 66074 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 79377722 1163555 SH SOLE 1163555 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 203453311 20005242 SH SOLE 20005242 0 0