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
ACTIVISION BLIZZARD INC COM 00507V109 6,964 75,000 SH   SOLE   75,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 8,663 55,000 SH   SOLE   55,000 0 0
AEA-BRIDGES IMPACT CORP SHS CL A G01046104 3,636 360,000 SH   SOLE   360,000 0 0
AECOM COM 00766T100 4,729 95,000 SH   SOLE   95,000 0 0
ALLSTATE CORP COM 020002101 6,333 57,613 SH   SOLE   57,613 0 0
ALTRA INDL MOTION CORP COM 02208R106 4,990 90,019 SH   SOLE   90,019 0 0
AMAZON COM INC COM 023135106 3,257 1,000 SH   SOLE   1,000 0 0
AMPHENOL CORP NEW CL A 032095101 8,520 65,155 SH   SOLE   65,155 0 0
ANALOG DEVICES INC COM 032654105 5,171 35,000 SH   SOLE   35,000 0 0
APEX TECHNOLOGY ACQUISITION COM CL A 03768F102 4,704 313,376 SH   SOLE   313,376 0 0
API GROUP CORP COM STK 00187Y100 5,930 326,711 SH   SOLE   326,711 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,588 60,000 SH   SOLE   60,000 0 0
ARTIUS ACQUISITION INC UNIT 99/99/9999 04316G204 1,505 133,912 SH   SOLE   133,912 0 0
ARTIUS ACQUISITION INC COM CL A 04316G105 957 90,000 SH   SOLE   90,000 0 0
ASSURANT INC COM 04621X108 6,539 48,000 SH   SOLE   48,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 6,250 114,600 SH Call SOLE   114,600 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 3,272 60,000 SH   SOLE   60,000 0 0
AVANTOR INC COM 05352A100 4,384 155,749 SH   SOLE   155,749 0 0
AVIENT CORPORATION COM 05368V106 3,297 81,854 SH   SOLE   81,854 0 0
BED BATH & BEYOND INC COM 075896100 3,552 200,000 SH Call SOLE   200,000 0 0
BLOOMIN' BRANDS INC COM 094235108 2,816 145,000 SH   SOLE   145,000 0 0
BRINKER INTL INC COM 109641100 4,631 81,856 SH   SOLE   81,856 0 0
BRP GROUP INC COM CL A 05589G102 8,610 287,285 SH   SOLE   287,285 0 0
CACI INTL INC CL A 127190304 7,790 31,243 SH   SOLE   31,243 0 0
CASELLA WASTE SYS INC CL A 147448104 2,890 46,654 SH   SOLE   46,654 0 0
CC NEUBERGER PRIN HLDGS II UNIT 99/99/9999 G3166T129 3,456 347,366 SH   SOLE   347,366 0 0
CDK GLOBAL INC COM 12508E101 4,146 80,000 SH Call SOLE   80,000 0 0
CDK GLOBAL INC COM 12508E101 1,296 25,000 SH   SOLE   25,000 0 0
CDW CORP COM 12514G108 2,204 16,724 SH   SOLE   16,724 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,748 15,000 SH   SOLE   15,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,934 5,000 SH   SOLE   5,000 0 0
CITRIX SYS INC COM 177376100 3,903 30,000 SH Call SOLE   30,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,545 20,748 SH   SOLE   20,748 0 0
COOPER COS INC COM NEW 216648402 5,388 14,830 SH   SOLE   14,830 0 0
CORNING INC COM 219350105 4,320 120,000 SH   SOLE   120,000 0 0
CRANE CO COM 224399105 7,766 100,000 SH Call SOLE   100,000 0 0
CRANE CO COM 224399105 3,495 45,000 SH   SOLE   45,000 0 0
CROWN HLDGS INC COM 228368106 1,573 15,700 SH Call SOLE   15,700 0 0
CROWN HLDGS INC COM 228368106 6,628 66,152 SH   SOLE   66,152 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 3,002 100,000 SH Call SOLE   100,000 0 0
DERMTECH INC COM 24984K105 1,784 55,000 SH   SOLE   55,000 0 0
DFP HEALTHCARE ACQUISITNS CO COM CL A 23343Q100 273 25,233 SH   SOLE   25,233 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 2,004 52,500 SH   SOLE   52,500 0 0
DOLLAR TREE INC COM 256746108 3,241 30,000 SH Call SOLE   30,000 0 0
DOLLAR TREE INC COM 256746108 4,862 45,000 SH   SOLE   45,000 0 0
DROPBOX INC CL A 26210C104 2,996 135,000 SH   SOLE   135,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 3,067 100,000 SH Call SOLE   100,000 0 0
ELECTRONIC ARTS INC COM 285512109 3,510 24,440 SH   SOLE   24,440 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 5,599 165,995 SH   SOLE   165,995 0 0
EQUINIX INC COM 29444U700 7,142 10,000 SH Call SOLE   10,000 0 0
EQUINIX INC COM 29444U700 9,064 12,692 SH   SOLE   12,692 0 0
FALCON CAPITAL ACQUISITN COR COM CL A 30606L108 527 50,000 SH   SOLE   50,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,893 55,800 SH   SOLE   55,800 0 0
FISERV INC COM 337738108 13,663 120,000 SH   SOLE   120,000 0 0
FLEX LTD ORD Y2573F102 6,743 375,000 SH   SOLE   375,000 0 0
FLIR SYS INC COM 302445101 4,383 100,000 SH Call SOLE   100,000 0 0
FOLEY TRASIMENE ACQUISTN COR COM CL A 34431F104 950 85,000 SH   SOLE   85,000 0 0
FOLEY TRASIMENE ACQUISITION COM CL A 344328109 5,361 355,000 SH   SOLE   355,000 0 0
FOLEY TRASIMENE ACQUISITION UNIT 99/99/9999 34431F203 2,142 180,000 SH   SOLE   180,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,572 30,000 SH   SOLE   30,000 0 0
GIBRALTAR INDS INC COM 374689107 4,378 60,863 SH   SOLE   60,863 0 0
GLOBAL PMTS INC COM 37940X102 11,116 51,603 SH   SOLE   51,603 0 0
GO ACQUISITION CORP COM 362019101 3,414 335,000 SH   SOLE   335,000 0 0
GORES HLDGS V INC COM CL A 382864106 1,300 125,000 SH   SOLE   125,000 0 0
GUESS INC COM 401617105 2,975 131,501 SH   SOLE   131,501 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 7,416 151,406 SH   SOLE   151,406 0 0
HCA HEALTHCARE INC COM 40412C101 1,645 10,000 SH   SOLE   10,000 0 0
HILLENBRAND INC COM 431571108 5,301 133,191 SH   SOLE   133,191 0 0
INMODE LTD SHS M5425M103 2,374 50,000 SH Call SOLE   50,000 0 0
INMODE LTD SHS M5425M103 1,380 29,060 SH   SOLE   29,060 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 98,030 500,000 SH Call SOLE   500,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 29,409 150,000 SH Put SOLE   150,000 0 0
JACK IN THE BOX INC COM 466367109 2,650 28,556 SH   SOLE   28,556 0 0
JUNIPER INDL HLDGS INC COM CL A 48205G106 5,100 476,188 SH   SOLE   476,188 0 0
KOHLS CORP COM 500255104 6,917 170,000 SH Call SOLE   170,000 0 0
LPL FINL HLDGS INC COM 50212V100 2,084 20,000 SH   SOLE   20,000 0 0
LPL FINL HLDGS INC COM 50212V100 4,169 40,000 SH Call SOLE   40,000 0 0
MAGNITE INC COM 55955D100 3,071 100,000 SH Call SOLE   100,000 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 6,709 239,175 SH   SOLE   239,175 0 0
MASCO CORP COM 574599106 6,306 114,805 SH   SOLE   114,805 0 0
MAXLINEAR INC COM 57776J100 8,799 230,411 SH   SOLE   230,411 0 0
MODINE MFG CO COM 607828100 410 32,615 SH   SOLE   32,615 0 0
NICE LTD SPONSORED ADR 653656108 7,939 28,000 SH   SOLE   28,000 0 0
NORTONLIFELOCK INC COM 668771108 3,146 151,400 SH Call SOLE   151,400 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 6,614 150,000 SH   SOLE   150,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,959 170,000 SH   SOLE   170,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,419 65,525 SH   SOLE   65,525 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 8,973 19,827 SH   SOLE   19,827 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 2,263 5,000 SH Call SOLE   5,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 8,373 42,898 SH   SOLE   42,898 0 0
ON SEMICONDUCTOR CORP COM 682189105 4,790 146,349 SH   SOLE   146,349 0 0
OWENS & MINOR INC NEW COM 690732102 2,256 83,401 SH   SOLE   83,401 0 0
PALOMAR HLDGS INC COM 69753M105 922 10,374 SH   SOLE   10,374 0 0
PAYPAL HLDGS INC COM 70450Y103 5,504 23,500 SH   SOLE   23,500 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 1,802 65,000 SH   SOLE   65,000 0 0
POOL CORP COM 73278L105 3,353 9,000 SH   SOLE   9,000 0 0
PPG INDS INC COM 693506107 7,932 55,000 SH   SOLE   55,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,700 29,500 SH   SOLE   29,500 0 0
PRIMERICA INC COM 74164M108 9,394 70,143 SH   SOLE   70,143 0 0
PTC INC COM 69370C100 2,400 20,068 SH   SOLE   20,068 0 0
REGAL BELOIT CORP COM 758750103 4,777 38,900 SH Call SOLE   38,900 0 0
REGAL BELOIT CORP COM 758750103 9,162 74,600 SH   SOLE   74,600 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 5,740 270,000 SH   SOLE   270,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 5,315 250,000 SH Call SOLE   250,000 0 0
SAIA INC COM 78709Y105 5,243 29,000 SH   SOLE   29,000 0 0
SCHRODINGER INC COM 80810D103 1,350 17,050 SH   SOLE   17,050 0 0
SCVX CORP COM G79448208 927 90,000 SH   SOLE   90,000 0 0
SHERWIN WILLIAMS CO COM 824348106 5,144 7,000 SH   SOLE   7,000 0 0
SKILLZ INC COM 83067L109 1,400 70,000 SH   SOLE   70,000 0 0
SKILLZ INC COM 83067L109 3,000 150,000 SH Call SOLE   150,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 74,776 200,000 SH Call SOLE   200,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 37,388 100,000 SH Put SOLE   100,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 4,505 32,000 SH   SOLE   32,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 2,917 56,156 SH   SOLE   56,156 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 4,952 62,703 SH   SOLE   62,703 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 4,270 208,683 SH   SOLE   208,683 0 0
STARBOARD VALUE ACQUISITN CO COM CL A 85521J109 932 90,000 SH   SOLE   90,000 0 0
SYNEOS HEALTH INC CL A 87166B102 8,176 120,000 SH   SOLE   120,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 4,995 185,000 SH   SOLE   185,000 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 4,041 79,212 SH   SOLE   79,212 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,427 22,387 SH   SOLE   22,387 0 0
TRACTOR SUPPLY CO COM 892356106 1,476 10,500 SH   SOLE   10,500 0 0
TREBIA ACQUISITION CORP COM CL A G9027T109 2,357 218,447 SH   SOLE   218,447 0 0
TREX CO INC COM 89531P105 2,093 25,000 SH   SOLE   25,000 0 0
TWC TECH HLDGS II CORP COM 90117G105 1,316 125,000 SH   SOLE   125,000 0 0
UTZ BRANDS INC COM CL A 918090101 2,206 100,000 SH   SOLE   100,000 0 0
VERINT SYS INC COM 92343X100 3,063 45,600 SH Call SOLE   45,600 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,121 435,000 SH   SOLE   435,000 0 0
VIACOMCBS INC CL B 92556H206 508 13,636 SH   SOLE   13,636 0 0
VONTIER CORPORATION COM 928881101 3,477 104,094 SH   SOLE   104,094 0 0
WASTE CONNECTIONS INC COM 94106B101 4,616 45,000 SH   SOLE   45,000 0 0
WESCO INTL INC COM 95082P105 13,738 175,000 SH   SOLE   175,000 0 0
WHOLE EARTH BRANDS INC COM CL A 96684W100 3,815 350,000 SH Call SOLE   350,000 0 0
WHOLE EARTH BRANDS INC COM CL A 96684W100 2,519 231,116 SH   SOLE   231,116 0 0
WILLIAMS SONOMA INC COM 969904101 2,546 25,000 SH   SOLE   25,000 0 0
YUCAIPA ACQUISITION CORP COM G9879L105 2,168 214,605 SH   SOLE   214,605 0 0
YUM BRANDS INC COM 988498101 5,970 54,991 SH   SOLE   54,991 0 0
ZOETIS INC CL A 98978V103 3,410 20,603 SH   SOLE   20,603 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 1,447 30,000 SH   SOLE   30,000 0 0