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SOLE 0 530093 0 0 TOPBUILD CORP COM 89055F103 3063 15487 SH SOLE 0 15487 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 4782 162483 SH SOLE 0 162483 0 0 TRANSOCEAN LTD REG SHS H8817H100 3390 750000 SH SOLE 0 750000 0 0 TREX CO INC COM 89531P105 4727 46250 SH SOLE 0 46250 0 0 TREX CO INC COM 89531P105 3066 30000 SH Put SOLE 0 30000 0 0 TWIST BIOSCIENCE CORP COM 90184D100 6351 47659 SH SOLE 0 47659 0 0 U S PHYSICAL THERAPY COM 90337L108 2626 22667 SH SOLE 0 22667 0 0 UNITED NAT FOODS INC COM 911163103 31913 862968 SH SOLE 0 862968 0 0 VALARIS LIMITED CL A G9460G101 5055 175026 SH SOLE 0 175026 0 0 VERICEL CORP COM 92346J108 13670 260377 SH SOLE 0 260377 0 0 VOCERA COMMUNICATIONS INC COM 92857F107 12805 321325 SH SOLE 0 321325 0 0 VONAGE HLDGS CORP COM 92886T201 8519 591179 SH SOLE 0 591179 0 0 WABTEC COM 929740108 2469 30000 SH SOLE 0 30000 0 0 WATSCO INC COM 942622200 2234 7793 SH SOLE 0 7793 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 5061 278099 SH SOLE 0 278099 0 0 WHITING PETE CORP NEW COM NEW 966387508 5455 100000 SH SOLE 0 100000 0 0 WILLIAMS COS INC COM 969457100 5310 200000 SH SOLE 0 200000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 4893 40037 SH SOLE 0 40037 0 0