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
ADIENT PLC ORD SHS G0084W101 787 34,291 SH   SOLE   34,291 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,063 66,066 SH   SOLE   66,066 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,571 46,600 SH Call SOLE   46,600 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,541 28,500 SH Put SOLE   28,500 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 40,465 1,966,725 SH   SOLE   1,966,725 0 0
CAREDX INC COM 14167L103 504 22,300 SH   SOLE   22,300 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 739 163,667 SH   SOLE   163,667 0 0
COHERENT INC COM 192479103 22,772 148,140 SH   SOLE   148,140 0 0
CONSTELLIUM SE CL A N22035104 679 53,441 SH   SOLE   53,441 0 0
DISNEY WALT CO COM DISNEY 254687106 12,099 92,830 SH   SOLE   92,830 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 5,611 86,800 SH Call SOLE   86,800 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 29,962 463,523 SH   SOLE   463,523 0 0
EVERTEC INC COM 30040P103 9,789 313,546 SH   SOLE   313,546 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 23,340 426,682 SH   SOLE   426,682 0 0
HASBRO INC COM 418056107 19,046 160,473 SH   SOLE   160,473 0 0
IAA INC COM 449253103 4,950 118,646 SH   SOLE   118,646 0 0
INTELSAT S A COM L5140P101 5,750 252,200 SH Put SOLE   252,200 0 0
ISHARES TR 20 YR TR BD ETF 464287432 19,788 138,300 SH Put SOLE   138,300 0 0
KAR AUCTION SVCS INC COM 48238T109 8,125 330,965 SH   SOLE   330,965 0 0
MICRON TECHNOLOGY INC COM 595112103 3,509 81,900 SH   SOLE   81,900 0 0
MKS INSTRUMENT INC COM 55306N104 5,650 61,230 SH   SOLE   61,230 0 0
NVIDIA CORP COM 67066G104 3,603 20,700 SH   SOLE   20,700 0 0
OLIN CORP COM PAR $1 680665205 21,123 1,128,369 SH   SOLE   1,128,369 0 0
PAPA JOHNS INTL INC COM 698813102 539 10,300 SH   SOLE   10,300 0 0
PINTEREST INC CL A 72352L106 1,226 46,347 SH   SOLE   46,347 0 0
SEA LTD SPONSORED ADS 81141R100 8,305 268,347 SH   SOLE   268,347 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 9,363 334,400 SH Call SOLE   334,400 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 39,317 607,300 SH Put SOLE   607,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,010 37,100 SH Put SOLE   37,100 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 7,607 340,200 SH Call SOLE   340,200 0 0
STARS GROUP INC COM 85570W100 46,776 3,122,577 SH   SOLE   3,122,577 0 0
STARS GROUP INC COM 85570W100 8,741 583,500 SH Call SOLE   583,500 0 0
STONECO LTD COM CL A G85158106 2,362 67,900 SH Call SOLE   67,900 0 0
TYSON FOODS INC CL A 902494103 4,261 49,473 SH   SOLE   49,473 0 0
UPWORK INC COM 91688F104 1,153 86,672 SH   SOLE   86,672 0 0
WHITING PETE CORP NEW COM NEW 966387409 696 86,624 SH   SOLE   86,624 0 0
WPX ENERGY INC COM 98212B103 10,080 951,872 SH   SOLE   951,872 0 0