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 6,599 85,271 SH   SOLE   85,271 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,513 110,000 SH Call SOLE   110,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 11,526 55,177 SH   SOLE   55,177 0 0
AEA-BRIDGES IMPACT CORP SHS CL A G01046104 3,818 390,342 SH   SOLE   390,342 0 0
AECOM COM 00766T100 6,018 95,304 SH   SOLE   95,304 0 0
AMPHENOL CORP NEW CL A 032095101 7,888 107,722 SH   SOLE   107,722 0 0
ANALOG DEVICES INC COM 032654105 5,881 35,113 SH   SOLE   35,113 0 0
ARCBEST CORP COM 03937C105 9,463 115,723 SH   SOLE   115,723 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 2,083 110,000 SH Call SOLE   110,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 2,450 30,000 SH Call SOLE   30,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 4,074 49,880 SH   SOLE   49,880 0 0
AVANTOR INC COM 05352A100 5,980 146,215 SH   SOLE   146,215 0 0
AVIENT CORPORATION COM 05368V106 5,666 122,244 SH   SOLE   122,244 0 0
BLOOMIN BRANDS INC COM 094235108 6,270 250,802 SH   SOLE   250,802 0 0
BRINKER INTL INC COM 109641100 7,505 153,000 SH   SOLE   153,000 0 0
BROOKS AUTOMATION INC NEW COM 114340102 5,118 50,000 SH Call SOLE   50,000 0 0
CACI INTL INC CL A 127190304 7,422 28,318 SH   SOLE   28,318 0 0
CALLAWAY GOLF CO COM 131193104 2,848 103,083 SH   SOLE   103,083 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 4,378 90,433 SH   SOLE   90,433 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 799 16,500 SH Call SOLE   16,500 0 0
CASELLA WASTE SYS INC CL A 147448104 2,806 36,954 SH   SOLE   36,954 0 0
CC NEUBERGER PRIN HLDGS II SHS CL A G3166T103 3,511 357,496 SH   SOLE   357,496 0 0
CHARLES RIV LABS INTL INC COM 159864107 6,210 15,048 SH   SOLE   15,048 0 0
CHURCHILL DOWNS INC COM 171484108 2,890 12,039 SH   SOLE   12,039 0 0
CLARIVATE PLC ORD SHS G21810109 3,845 175,563 SH   SOLE   175,563 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 5,336 110,354 SH   SOLE   110,354 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,849 8,776 SH   SOLE   8,776 0 0
COOPER COS INC COM NEW 216648402 6,149 14,878 SH   SOLE   14,878 0 0
CORNING INC COM 219350105 3,284 90,000 SH   SOLE   90,000 0 0
CRANE CO COM 224399105 4,741 50,000 SH Call SOLE   50,000 0 0
CRANE CO COM 224399105 4,756 50,161 SH   SOLE   50,161 0 0
CRITEO S A SPONS ADS 226718104 6,315 172,309 SH   SOLE   172,309 0 0
CROWN HLDGS INC COM 228368106 8,594 85,273 SH   SOLE   85,273 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,875 75,000 SH Call SOLE   75,000 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 4,618 50,161 SH   SOLE   50,161 0 0
DOXIMITY INC CL A 26622P107 2,219 27,500 SH Call SOLE   27,500 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 8,281 286,648 SH   SOLE   286,648 0 0
DROPBOX INC CL A 26210C104 1,466 50,160 SH   SOLE   50,160 0 0
DUTCH BROS INC CL A 26701L100 1,301 30,042 SH   SOLE   30,042 0 0
DXC TECHNOLOGY CO COM 23355L106 4,552 135,434 SH   SOLE   135,434 0 0
ELECTRONIC ARTS INC COM 285512109 4,642 32,631 SH   SOLE   32,631 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 6,543 156,494 SH   SOLE   156,494 0 0
EQUINIX INC COM 29444U700 4,403 5,572 SH   SOLE   5,572 0 0
EQUITABLE HLDGS INC COM 29452E101 2,093 70,625 SH   SOLE   70,625 0 0
EVERI HLDGS INC COM 30034T103 6,064 250,791 SH   SOLE   250,791 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 3,760 30,900 SH   SOLE   30,900 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 4,365 229,119 SH   SOLE   229,119 0 0
FIRSTMARK HORIZON ACQUISITIO CL A COM 33765Y101 1,639 167,228 SH   SOLE   167,228 0 0
FISERV INC COM 337738108 12,922 119,093 SH   SOLE   119,093 0 0
FISERV INC COM 337738108 50 5,425,000 SH Call SOLE   5,425,000 0 0
FLEX LTD ORD Y2573F102 8,157 461,392 SH   SOLE   461,392 0 0
FRESHWORKS INC CLASS A COM 358054104 1,071 25,080 SH   SOLE   25,080 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 3,278 201,463 SH   SOLE   201,463 0 0
GLOBAL PARTNER ACQISTN CORP UNIT 01/06/2026 G3934P110 1,484 150,000 SH   SOLE   150,000 0 0
GLOBAL PMTS INC COM 37940X102 7,683 48,758 SH   SOLE   48,758 0 0
GO ACQUISITION CORP COM 362019101 2,943 300,000 SH   SOLE   300,000 0 0
GOLDEN ENTMT INC COM 381013101 2,455 50,000 SH Call SOLE   50,000 0 0
GOLDEN ENTMT INC COM 381013101 4,936 100,545 SH   SOLE   100,545 0 0
GREEN DOT CORP CL A 39304D102 230 11,575,900 SH Call SOLE   11,575,900 0 0
GREEN DOT CORP CL A 39304D102 2,020 40,126 SH   SOLE   40,126 0 0
GS ACQUISITION HLDGS CORP II COM CL A 36258Q105 3,631 355,274 SH   SOLE   355,274 0 0
HCA HEALTHCARE INC COM 40412C101 2,435 10,032 SH   SOLE   10,032 0 0
ICON PLC SHS G4705A100 13,143 50,161 SH   SOLE   50,161 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 76,563 350,000 SH Call SOLE   350,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 98,438 450,000 SH Put SOLE   450,000 0 0
JACK IN THE BOX INC COM 466367109 2,472 25,400 SH   SOLE   25,400 0 0
KOHLS CORP COM 500255104 11,302 240,000 SH Call SOLE   240,000 0 0
LKQ CORP COM 501889208 10,891 216,426 SH   SOLE   216,426 0 0
LPL FINL HLDGS INC COM 50212V100 10,222 65,208 SH   SOLE   65,208 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 1,355 27,600 SH Call SOLE   27,600 0 0
MASCO CORP COM 574599106 4,444 80,000 SH   SOLE   80,000 0 0
MAXLINEAR INC COM 57776J100 9,882 200,643 SH   SOLE   200,643 0 0
MIDDLEBY CORP COM 596278101 3,410 20,000 SH Put SOLE   20,000 0 0
NICE LTD SPONSORED ADR 653656108 8,548 30,096 SH   SOLE   30,096 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,892 120,384 SH   SOLE   120,384 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,926 60,885 SH   SOLE   60,885 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 12,140 19,867 SH   SOLE   19,867 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 9,485 33,167 SH   SOLE   33,167 0 0
ON HLDG AG NAMEN AKT A H5919C104 739 24,520 SH   SOLE   24,520 0 0
ON SEMICONDUCTOR CORP COM 682189105 12,857 280,900 SH   SOLE   280,900 0 0
ORTHO CLINICAL DIAGNOSTICS H ORD SHS G6829J107 2,317 125,402 SH   SOLE   125,402 0 0
PAYPAL HLDGS INC COM 70450Y103 5,221 20,064 SH   SOLE   20,064 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 1,730 82,009 SH   SOLE   82,009 0 0
POOL CORP COM 73278L105 4,794 11,035 SH   SOLE   11,035 0 0
PRIMERICA INC COM 74164M108 3,073 20,003 SH   SOLE   20,003 0 0
PROSHARES TR II ULTRA BLOOMBERG 74347Y870 3,333 33,300 SH   SOLE   33,300 0 0
PTC INC COM 69370C100 2,238 18,682 SH   SOLE   18,682 0 0
REGAL BELOIT CORP COM 758750103 7,844 52,172 SH   SOLE   52,172 0 0
REXNORD CORP COM 76169B102 2,902 45,145 SH   SOLE   45,145 0 0
RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 1,961 57,885 SH   SOLE   57,885 0 0
SAIA INC COM 78709Y105 6,925 29,093 SH   SOLE   29,093 0 0
SEAWORLD ENTMT INC COM 81282V100 8,275 149,578 SH   SOLE   149,578 0 0
SHERWIN WILLIAMS CO COM 824348106 5,890 21,057 SH   SOLE   21,057 0 0
SHIFT4 PMTS INC CL A 82452J109 2,326 30,000 SH Call SOLE   30,000 0 0
SHIFT4 PMTS INC CL A 82452J109 5,914 76,296 SH   SOLE   76,296 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 128,742 300,000 SH Call SOLE   300,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 257,484 600,000 SH Put SOLE   600,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 5,044 40,128 SH   SOLE   40,128 0 0
SPDR SER TR S&P REGL BKG 78464A698 3,817 56,335 SH   SOLE   56,335 0 0
STERLING CHECK CORP COM 85917T109 10,224 393,850 SH   SOLE   393,850 0 0
SYNEOS HEALTH INC CL A 87166B102 8,830 100,939 SH   SOLE   100,939 0 0
TEMPUR SEALY INTL INC COM 88023U101 6,053 130,418 SH   SOLE   130,418 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 916 21,992 SH   SOLE   21,992 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,819 15,436 SH   SOLE   15,436 0 0
THRYV HLDGS INC COM NEW 886029206 5 169 SH   SOLE   169 0 0
TITAN MACHY INC COM 88830R101 2,473 95,461 SH   SOLE   95,461 0 0
TRACTOR SUPPLY CO COM 892356106 2,134 10,534 SH   SOLE   10,534 0 0
TRAEGER INC COMMON STOCK 89269P103 837 39,980 SH   SOLE   39,980 0 0
TREMOR INTL LTD ADS 89484T104 4,055 219,564 SH   SOLE   219,564 0 0
TREX CO INC COM 89531P105 1,532 15,032 SH   SOLE   15,032 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,109 170,548 SH   SOLE   170,548 0 0
VISTA OUTDOOR INC COM 928377100 11,930 295,945 SH   SOLE   295,945 0 0
VISTA OUTDOOR INC COM 928377100 2,652 65,800 SH Call SOLE   65,800 0 0
VONTIER CORPORATION COM 928881101 2,539 75,567 SH   SOLE   75,567 0 0
WASTE CONNECTIONS INC COM 94106B101 5,685 45,144 SH   SOLE   45,144 0 0
WESCO INTL INC COM 95082P105 10,007 86,778 SH   SOLE   86,778 0 0
WHOLE EARTH BRANDS INC COM CL A 96684W100 5,048 437,046 SH   SOLE   437,046 0 0
WILLIAMS SONOMA INC COM 969904101 4,447 25,080 SH   SOLE   25,080 0 0
YUM BRANDS INC COM 988498101 6,730 55,024 SH   SOLE   55,024 0 0
ZOETIS INC CL A 98978V103 4,013 20,669 SH   SOLE   20,669 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 1,836 30,000 SH Call SOLE   30,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 4,297 70,223 SH   SOLE   70,223 0 0