The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 25,633 | 884,200 | SH | SOLE | 884,200 | 0 | 0 | ||
| ALECTOR INC | COM | 014442107 | 3,140 | 217,782 | SH | SOLE | 217,782 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 59,838 | 357,818 | SH | SOLE | 357,818 | 0 | 0 | ||
| ARCTURUS THERAPEUTICS HLDG I | COM | 03969T109 | 918 | 89,366 | SH | SOLE | 89,366 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 11,096 | 463,304 | SH | SOLE | 463,304 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 1,656 | 25,089 | SH | SOLE | 25,089 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 50,307 | 1,055,543 | SH | SOLE | 1,055,543 | 0 | 0 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 39,192 | 2,254,983 | SH | SOLE | 2,254,983 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 46,540 | 1,167,295 | SH | SOLE | 1,167,295 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 48,362 | 271,575 | SH | SOLE | 271,575 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734W208 | 13,191 | 1,234,000 | SH | SOLE | 1,234,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 21,479 | 74,896 | SH | SOLE | 74,896 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 41,096 | 615,580 | SH | SOLE | 615,580 | 0 | 0 | ||
| HEALTH SCIENCES ACQUSTN CORP | UNIT 04/01/2024 | 42227C201 | 3,008 | 280,371 | SH | SOLE | 280,371 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 43,604 | 291,901 | SH | SOLE | 291,901 | 0 | 0 | ||
| MERITOR INC | COM | 59001K100 | 23,260 | 1,257,280 | SH | SOLE | 1,257,280 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 5,639 | 175,000 | SH | Put | SOLE | 175,000 | 0 | 0 | |
| PROGRESSIVE CORP OHIO | COM | 743315103 | 37,482 | 485,200 | SH | SOLE | 485,200 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 51,561 | 347,350 | SH | SOLE | 347,350 | 0 | 0 | ||
| SANDERSON FARMS INC | COM | 800013104 | 42,235 | 279,095 | SH | SOLE | 279,095 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 52,412 | 608,455 | SH | SOLE | 608,455 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 15,841 | 183,900 | SH | Call | SOLE | 183,900 | 0 | 0 | |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 12,648 | 295,653 | SH | SOLE | 295,653 | 0 | 0 | ||
| UROGEN PHARMA LTD | COM | M96088105 | 20,902 | 877,120 | SH | SOLE | 877,120 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 14,328 | 84,300 | SH | SOLE | 84,300 | 0 | 0 | ||