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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   2,731,690 31,916 SH   SOLE   31,916 0 0
ACTIVISION BLIZZARD INC COM 00507V109   23,713,223 277,056 SH   SOLE 2 277,056 0 0
ACTIVISION BLIZZARD INC COM 00507V109   18,442,077 215,470 SH   SOLE 1 215,470 0 0
ALPHABET INC CAP STK CL A 02079K305   2,908,382 28,038 SH   SOLE   28,038 0 0
ALPHABET INC CAP STK CL A 02079K305   25,247,052 243,392 SH   SOLE 2 243,392 0 0
ALPHABET INC CAP STK CL A 02079K305   19,634,948 189,289 SH   SOLE 1 189,289 0 0
ANGI INC COM CL A NEW 00183L102   3,470,342 1,528,785 SH   SOLE 1 1,528,785 0 0
ANGI INC COM CL A NEW 00183L102   514,037 226,448 SH   SOLE   226,448 0 0
ANGI INC COM CL A NEW 00183L102   4,462,241 1,965,745 SH   SOLE 2 1,965,745 0 0
BOX INC CL A 10316T104   2,354,091 87,872 SH   SOLE   87,872 0 0
BOX INC CL A 10316T104   20,140,240 751,782 SH   SOLE 2 751,782 0 0
BOX INC CL A 10316T104   15,681,634 585,354 SH   SOLE 1 585,354 0 0
CARMAX INC COM 143130102   1,799,840 28,000 SH Put SOLE   28,000 0 0
CARMAX INC COM 143130102   15,253,644 237,300 SH Put SOLE 2 237,300 0 0
CARMAX INC COM 143130102   11,872,516 184,700 SH Put SOLE 1 184,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208   16,440,990 104,321 SH   SOLE 1 104,321 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,435,235 15,452 SH   SOLE   15,452 0 0
CHENIERE ENERGY INC COM NEW 16411R208   21,140,149 134,138 SH   SOLE 2 134,138 0 0
COMCAST CORP NEW CL A 20030N101   2,467,941 65,100 SH Call SOLE   65,100 0 0
COMCAST CORP NEW CL A 20030N101   20,005,107 527,700 SH Call SOLE 2 527,700 0 0
COMCAST CORP NEW CL A 20030N101   15,436,952 407,200 SH Call SOLE 1 407,200 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   273,112 21,884 SH   SOLE   21,884 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   2,370,788 189,967 SH   SOLE 2 189,967 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209   1,843,795 147,740 SH   SOLE 1 147,740 0 0
CONSTELLATION BRANDS INC CL A 21036P108   16,691,238 73,891 SH   SOLE 1 73,891 0 0
CONSTELLATION BRANDS INC CL A 21036P108   2,472,366 10,945 SH   SOLE   10,945 0 0
CONSTELLATION BRANDS INC CL A 21036P108   21,462,035 95,011 SH   SOLE 2 95,011 0 0
GODADDY INC CL A 380237107   3,078,878 39,615 SH   SOLE   39,615 0 0
GODADDY INC CL A 380237107   26,727,053 343,889 SH   SOLE 2 343,889 0 0
GODADDY INC CL A 380237107   20,785,981 267,447 SH   SOLE 1 267,447 0 0
HARLEY DAVIDSON INC COM 412822108   6,957,091 183,226 SH   SOLE 1 183,226 0 0
HARLEY DAVIDSON INC COM 412822108   1,030,506 27,140 SH   SOLE   27,140 0 0
HARLEY DAVIDSON INC COM 412822108   8,945,618 235,597 SH   SOLE 2 235,597 0 0
IAC INC COM NEW 44891N208   5,731,057 111,067 SH   SOLE   111,067 0 0
IAC INC COM NEW 44891N208   49,750,192 964,151 SH   SOLE 2 964,151 0 0
IAC INC COM NEW 44891N208   38,691,331 749,832 SH   SOLE 1 749,832 0 0
KBR INC COM 48242W106   3,114,949 56,584 SH   SOLE   56,584 0 0
KBR INC COM 48242W106   27,040,395 491,197 SH   SOLE 2 491,197 0 0
KBR INC COM 48242W106   21,029,651 382,010 SH   SOLE 1 382,010 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   7,363,571 98,404 SH   SOLE 1 98,404 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   1,090,722 14,576 SH   SOLE   14,576 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   9,468,240 126,530 SH   SOLE 2 126,530 0 0
POOL CORP COM 73278L105   2,123,128 6,200 SH Put SOLE   6,200 0 0
POOL CORP COM 73278L105   18,046,588 52,700 SH Put SOLE 2 52,700 0 0
POOL CORP COM 73278L105   14,074,284 41,100 SH Put SOLE 1 41,100 0 0
PURPLE INNOVATION INC COM 74640Y106   525,513 199,058 SH   SOLE   199,058 0 0
PURPLE INNOVATION INC COM 74640Y106   4,561,862 1,727,978 SH   SOLE 2 1,727,978 0 0
PURPLE INNOVATION INC COM 74640Y106   3,547,817 1,343,870 SH   SOLE 1 1,343,870 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   15,618,816 854,421 SH   SOLE 1 854,421 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   2,313,499 126,559 SH   SOLE   126,559 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   20,083,011 1,098,633 SH   SOLE 2 1,098,633 0 0
TRUPANION INC COM 898202106   265,918 6,200 SH Put SOLE   6,200 0 0
TRUPANION INC COM 898202106   2,264,592 52,800 SH Put SOLE 2 52,800 0 0
TRUPANION INC COM 898202106   1,758,490 41,000 SH Put SOLE 1 41,000 0 0
UPSTART HLDGS INC COM 91680M107   1,952,245 122,860 SH   SOLE 2 122,860 0 0
UPSTART HLDGS INC COM 91680M107   1,519,211 95,608 SH   SOLE 1 95,608 0 0
VALVOLINE INC COM 92047W101   10,496,500 300,415 SH   SOLE 1 300,415 0 0
VALVOLINE INC COM 92047W101   1,554,760 44,498 SH   SOLE   44,498 0 0
VALVOLINE INC COM 92047W101   13,496,658 386,281 SH   SOLE 2 386,281 0 0
WEX INC COM 96208T104   1,011,027 5,498 SH   SOLE   5,498 0 0
WEX INC COM 96208T104   8,741,211 47,535 SH   SOLE 2 47,535 0 0
WEX INC COM 96208T104   6,800,252 36,980 SH   SOLE 1 36,980 0 0