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 7,158 75,000 SH   SOLE   75,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 11,283 55,000 SH   SOLE   55,000 0 0
AEA-BRIDGES IMPACT CORP SHS CL A G01046104 3,802 390,342 SH   SOLE   390,342 0 0
AECOM COM 00766T100 6,015 95,000 SH   SOLE   95,000 0 0
ALLSTATE CORP COM 020002101 1,572 12,055 SH   SOLE   12,055 0 0
AMPHENOL CORP NEW CL A 032095101 7,655 111,904 SH   SOLE   111,904 0 0
ANALOG DEVICES INC COM 032654105 6,026 35,000 SH   SOLE   35,000 0 0
APEX TECHNOLOGY ACQUISITION COM CL A 03768F102 3,981 325,000 SH   SOLE   325,000 0 0
APEX TECHNOLOGY ACQUISITION COM CL A 03768F102 1,225 100,000 SH Call SOLE   100,000 0 0
API GROUP CORP COM STK 00187Y100 3,526 168,796 SH   SOLE   168,796 0 0
ARCBEST CORP COM 03937C105 13,675 235,000 SH   SOLE   235,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 4,179 61,352 SH   SOLE   61,352 0 0
AVANTOR INC COM 05352A100 5,531 155,749 SH   SOLE   155,749 0 0
AVID TECHNOLOGY INC COM 05367P100 2,208 56,400 SH Call SOLE   56,400 0 0
AVID TECHNOLOGY INC COM 05367P100 5,481 140,000 SH   SOLE   140,000 0 0
AVIENT CORPORATION COM 05368V106 4,024 81,854 SH   SOLE   81,854 0 0
BAUSCH HEALTH COS INC COM 071734107 2,199 75,000 SH   SOLE   75,000 0 0
BLOOMIN BRANDS INC COM 094235108 7,060 260,141 SH   SOLE   260,141 0 0
BRINKER INTL INC COM 109641100 11,288 182,510 SH   SOLE   182,510 0 0
BRINKER INTL INC COM 109641100 495 8,000 SH Put SOLE   8,000 0 0
CACI INTL INC CL A 127190304 7,205 28,243 SH   SOLE   28,243 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 6,863 120,000 SH   SOLE   120,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 2,860 50,000 SH Call SOLE   50,000 0 0
CASELLA WASTE SYS INC CL A 147448104 2,344 36,954 SH   SOLE   36,954 0 0
CC NEUBERGER PRIN HLDGS II *W EXP 07/29/202 G3166T111 113 83,199 SH   SOLE   83,199 0 0
CC NEUBERGER PRIN HLDGS II SHS CL A G3166T103 3,536 357,496 SH   SOLE   357,496 0 0
CHARLES RIV LABS INTL INC COM 159864107 5,549 15,000 SH   SOLE   15,000 0 0
CHART INDS INC COM 16115Q308 7,316 50,000 SH Call SOLE   50,000 0 0
CHURCHILL DOWNS INC COM 171484108 7,137 36,000 SH   SOLE   36,000 0 0
CLARIVATE PLC ORD SHS G21810109 5,368 195,000 SH   SOLE   195,000 0 0
CLASS ACCELERATION CORP UNIT 99/99/9999 18274B205 755 75,000 SH   SOLE   75,000 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 8,374 173,586 SH   SOLE   173,586 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,619 19,748 SH   SOLE   19,748 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,339 10,000 SH Put SOLE   10,000 0 0
COOPER COS INC COM NEW 216648402 5,877 14,830 SH   SOLE   14,830 0 0
CORNING INC COM 219350105 5,942 145,278 SH   SOLE   145,278 0 0
CRANE CO COM 224399105 6,182 66,925 SH   SOLE   66,925 0 0
CRITEO S A SPONS ADS 226718104 7,915 175,000 SH   SOLE   175,000 0 0
CRITEO S A SPONS ADS 226718104 5,428 120,000 SH Call SOLE   120,000 0 0
CROWN HLDGS INC COM 228368106 9,710 95,000 SH   SOLE   95,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 5,887 145,000 SH Call SOLE   145,000 0 0
DFP HEALTHCARE ACQUISITNS CO COM CL A 23343Q100 2,556 256,863 SH   SOLE   256,863 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 4,811 50,000 SH   SOLE   50,000 0 0
DOXIMITY INC CL A 26622P107 1,746 30,000 SH   SOLE   30,000 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 3,092 100,000 SH   SOLE   100,000 0 0
DROPBOX INC CL A 26210C104 3,031 100,000 SH Call SOLE   100,000 0 0
DXC TECHNOLOGY CO COM 23355L106 779 20,000 SH   SOLE   20,000 0 0
ELECTRONIC ARTS INC COM 285512109 3,515 24,440 SH   SOLE   24,440 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 6,741 155,995 SH   SOLE   155,995 0 0
EQUINIX INC COM 29444U700 4,809 5,992 SH   SOLE   5,992 0 0
EQUITABLE HLDGS INC COM 29452E101 3,818 125,399 SH   SOLE   125,399 0 0
EVERI HLDGS INC COM 30034T103 6,235 250,000 SH   SOLE   250,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,197 50,800 SH   SOLE   50,800 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 3,669 100,000 SH Call SOLE   100,000 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 1,370 68,802 SH   SOLE   68,802 0 0
FIRSTMARK HORIZON ACQUISITIO CL A COM 33765Y101 1,661 167,228 SH   SOLE   167,228 0 0
FISERV INC COM 337738108 12,689 118,713 SH   SOLE   118,713 0 0
FLEX LTD ORD Y2573F102 8,935 500,000 SH   SOLE   500,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,494 15,000 SH   SOLE   15,000 0 0
FRANCHISE GROUP INC COM 35180X105 3,238 91,816 SH   SOLE   91,816 0 0
GLOBAL PARTNER ACQISTN CORP UNIT 01/06/2026 G3934P110 1,485 150,000 SH   SOLE   150,000 0 0
GLOBAL PMTS INC COM 37940X102 9,115 48,603 SH   SOLE   48,603 0 0
GO ACQUISITION CORP COM 362019101 3,457 353,428 SH   SOLE   353,428 0 0
GOLDEN ENTMT INC COM 381013101 6,241 139,316 SH   SOLE   139,316 0 0
GREEN DOT CORP CL A 39304D102 8,433 180,000 SH Call SOLE   180,000 0 0
GROUPON INC COM NEW 399473206 4,316 100,000 SH   SOLE   100,000 0 0
GROUPON INC COM NEW 399473206 4,316 100,000 SH Call SOLE   100,000 0 0
HCA HEALTHCARE INC COM 40412C101 2,067 10,000 SH   SOLE   10,000 0 0
ICON PLC SHS G4705A100 11,025 53,335 SH   SOLE   53,335 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 114,685 500,000 SH Put SOLE   500,000 0 0
JACK IN THE BOX INC COM 466367109 3,490 31,319 SH   SOLE   31,319 0 0
KOHLS CORP COM 500255104 2,480 45,000 SH   SOLE   45,000 0 0
KOHLS CORP COM 500255104 13,226 240,000 SH Call SOLE   240,000 0 0
LKQ CORP COM 501889208 10,828 220,000 SH   SOLE   220,000 0 0
LPL FINL HLDGS INC COM 50212V100 5,399 40,000 SH   SOLE   40,000 0 0
LPL FINL HLDGS INC COM 50212V100 9,449 70,000 SH Call SOLE   70,000 0 0
MAGNITE INC COM 55955D100 677 20,000 SH   SOLE   20,000 0 0
MARQETA INC CLASS A COM 57142B104 1,804 64,275 SH   SOLE   64,275 0 0
MASCO CORP COM 574599106 4,755 80,711 SH   SOLE   80,711 0 0
MAXLINEAR INC COM 57776J100 9,305 218,997 SH   SOLE   218,997 0 0
MIDDLEBY CORP COM 596278101 6,064 35,000 SH   SOLE   35,000 0 0
MODINE MFG CO COM 607828100 4,535 273,337 SH   SOLE   273,337 0 0
NICE LTD SPONSORED ADR 653656108 7,424 30,000 SH   SOLE   30,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,749 120,000 SH   SOLE   120,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,492 60,725 SH   SOLE   60,725 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 11,213 19,804 SH   SOLE   19,804 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 8,403 33,107 SH   SOLE   33,107 0 0
ON SEMICONDUCTOR CORP COM 682189105 9,953 260,000 SH   SOLE   260,000 0 0
ORTHO CLINICAL DIAGNOSTICS H ORD SHS G6829J107 3,319 155,000 SH   SOLE   155,000 0 0
PAYPAL HLDGS INC COM 70450Y103 5,830 20,000 SH   SOLE   20,000 0 0
PAYSAFE LIMITED ORD G6964L107 1,211 100,000 SH   SOLE   100,000 0 0
PERION NETWORK LTD SHS NEW M78673114 975 45,502 SH   SOLE   45,502 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 881 39,307 SH   SOLE   39,307 0 0
POOL CORP COM 73278L105 5,045 11,000 SH   SOLE   11,000 0 0
PRIMERICA INC COM 74164M108 3,053 19,939 SH   SOLE   19,939 0 0
PTC INC COM 69370C100 2,631 18,622 SH   SOLE   18,622 0 0
QURATE RETAIL INC COM SER A 74915M100 1,702 130,000 SH   SOLE   130,000 0 0
REGAL BELOIT CORP COM 758750103 7,344 55,005 SH   SOLE   55,005 0 0
SAIA INC COM 78709Y105 6,075 29,000 SH   SOLE   29,000 0 0
SEAWORLD ENTMT INC COM 81282V100 6,992 140,000 SH   SOLE   140,000 0 0
SEAWORLD ENTMT INC COM 81282V100 2,497 50,000 SH Call SOLE   50,000 0 0
SENTINELONE INC CL A 81730H109 468 11,000 SH   SOLE   11,000 0 0
SHERWIN WILLIAMS CO COM 824348106 5,721 21,000 SH   SOLE   21,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 107,015 250,000 SH Call SOLE   250,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 205,469 480,000 SH Put SOLE   480,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 4,333 32,000 SH   SOLE   32,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 3,680 56,156 SH   SOLE   56,156 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 4,977 58,526 SH   SOLE   58,526 0 0
SPX CORP COM 784635104 611 10,000 SH Call SOLE   10,000 0 0
SYNEOS HEALTH INC CL A 87166B102 11,634 130,000 SH   SOLE   130,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 5,487 140,000 SH   SOLE   140,000 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 4,150 86,992 SH   SOLE   86,992 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,762 15,387 SH   SOLE   15,387 0 0
THRYV HLDGS INC COM NEW 886029206 2,237 62,526 SH   SOLE   62,526 0 0
TITAN MACHY INC COM 88830R101 1,050 33,940 SH   SOLE   33,940 0 0
TRACTOR SUPPLY CO COM 892356106 1,954 10,500 SH   SOLE   10,500 0 0
TREBIA ACQUISITION CORP COM CL A G9027T109 4,404 444,875 SH   SOLE   444,875 0 0
TREX CO INC COM 89531P105 1,533 15,000 SH   SOLE   15,000 0 0
TRIPADVISOR INC COM 896945201 1,959 48,614 SH   SOLE   48,614 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 5,080 226,781 SH   SOLE   226,781 0 0
UTZ BRANDS INC COM CL A 918090101 1,416 65,000 SH   SOLE   65,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,914 180,000 SH   SOLE   180,000 0 0
VISTA OUTDOOR INC COM 928377100 6,793 146,775 SH   SOLE   146,775 0 0
VONTIER CORPORATION COM 928881101 3,584 110,000 SH   SOLE   110,000 0 0
WASTE CONNECTIONS INC COM 94106B101 5,374 45,000 SH   SOLE   45,000 0 0
WESCO INTL INC COM 95082P105 10,282 100,000 SH   SOLE   100,000 0 0
WHOLE EARTH BRANDS INC COM CL A 96684W100 8,177 563,912 SH   SOLE   563,912 0 0
WILLIAMS SONOMA INC COM 969904101 5,059 31,686 SH   SOLE   31,686 0 0
XOMETRY INC CLASS A COM 98423F109 481 5,500 SH   SOLE   5,500 0 0
YUCAIPA ACQUISITION CORP COM G9879L105 3,105 314,605 SH   SOLE   314,605 0 0
YUM BRANDS INC COM 988498101 6,326 54,991 SH   SOLE   54,991 0 0
ZOETIS INC CL A 98978V103 3,840 20,603 SH   SOLE   20,603 0 0