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 7,938 150,000 SH   SOLE NONE 150,000 0 0
ADOBE INC COM 00724F101 19,338 70,000 SH   SOLE NONE 70,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,073 175,000 SH   SOLE NONE 175,000 0 0
ALTICE USA INC CL A 02156K103 14,340 500,000 SH   SOLE NONE 500,000 0 0
AMERICOLD RLTY TR COM 03064D108 6,487 175,000 SH   SOLE NONE 175,000 0 0
ANNALY CAP MGMT INC COM 035710409 5,280 600,000 SH   SOLE NONE 600,000 0 0
AQUAVENTURE HLDGS LTD SHS G0443N107 1,541 79,300 SH   SOLE NONE 79,300 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 5,362 200,000 SH   SOLE NONE 200,000 0 0
AVALARA INC COM 05338G106 5,047 75,000 SH   SOLE NONE 75,000 0 0
AVALARA INC COM 05338G106 3,365 50,000 SH Put SOLE NONE 50,000 0 0
AXA EQUITABLE HLDGS INC COM 054561105 5,301 239,200 SH   SOLE NONE 239,200 0 0
BAKER HUGHES A GE CO CL A 05722G100 22,731 979,790 SH   SOLE NONE 979,790 0 0
BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 2,481 227,800 SH   SOLE NONE 227,800 0 0
BANK NEW YORK MELLON CORP COM 064058100 354 25,000 SH   SOLE NONE 25,000 0 0
BAXTER INTL INC COM 071813109 6,560 75,000 SH   SOLE NONE 75,000 0 0
BOEING CO COM 097023105 22,828 60,000 SH Call SOLE NONE 60,000 0 0
BOEING CO COM 097023105 28,573 75,100 SH   SOLE NONE 75,100 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 2,556 100,000 SH Put SOLE NONE 100,000 0 0
CENOVUS ENERGY INC COM 15135U109 2,814 300,000 SH   SOLE NONE 300,000 0 0
CONCRETE PUMPING HLDGS INC COM 206704108 2,023 509,549 SH   SOLE NONE 509,549 0 0
CREDICORP LTD COM G2519Y108 8,975 43,057 SH   SOLE NONE 43,057 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,289 125,000 SH   SOLE NONE 125,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,831 100,000 SH Call SOLE NONE 100,000 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 2,929 100,000 SH   SOLE NONE 100,000 0 0
CYRUSONE INC COM 23283R100 9,492 120,000 SH   SOLE NONE 120,000 0 0
DOLLAR GEN CORP NEW COM 256677105 7,947 50,000 SH   SOLE NONE 50,000 0 0
ELASTIC N V ORD SHS N14506104 6,999 85,000 SH   SOLE NONE 85,000 0 0
ELECTRONIC ARTS INC COM 285512109 2,446 25,000 SH   SOLE NONE 25,000 0 0
EVO PMTS INC CL A COM 26927E104 4,921 175,000 SH   SOLE NONE 175,000 0 0
FAIR ISAAC CORP COM 303250104 19,729 65,000 SH   SOLE NONE 65,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,170 25,000 SH   SOLE NONE 25,000 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 5,498 145,000 SH   SOLE NONE 145,000 0 0
FORESTAR GROUP INC COM 346232101 2,742 150,000 SH   SOLE NONE 150,000 0 0
FOUNDATION BLDG MATLS INC COM 350392106 10,152 655,400 SH   SOLE NONE 655,400 0 0
FRONTDOOR INC COM 35905A109 12,142 250,000 SH   SOLE NONE 250,000 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 1,510 150,000 SH   SOLE NONE 150,000 0 0
GRAFTECH INTL LTD COM 384313508 5,927 463,066 SH   SOLE NONE 463,066 0 0
GUARDANT HEALTH INC COM 40131M109 1,915 30,000 SH   SOLE NONE 30,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 1,175 103,506 SH   SOLE NONE 103,506 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 56,643 300,000 SH Put SOLE NONE 300,000 0 0
INVITATION HOMES INC COM 46187W107 10,482 354,000 SH   SOLE NONE 354,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 11,940 300,000 SH Put SOLE NONE 300,000 0 0
LAUREATE EDUCATION INC CL A 518613203 4,144 250,000 SH   SOLE NONE 250,000 0 0
MASTERCARD INC CL A 57636Q104 12,221 45,000 SH   SOLE NONE 45,000 0 0
MATCH GROUP INC COM 57665R106 6,072 85,000 SH   SOLE NONE 85,000 0 0
MEDICINES CO COM 584688105 3,250 65,000 SH   SOLE NONE 65,000 0 0
MICROSOFT CORP COM 594918104 17,379 125,000 SH   SOLE NONE 125,000 0 0
MIDDLEBY CORP COM 596278101 23,555 201,500 SH   SOLE NONE 201,500 0 0
MIDDLEBY CORP COM 596278101 29,225 250,000 SH Call SOLE NONE 250,000 0 0
NETFLIX INC COM 64110L106 20,072 75,000 SH   SOLE NONE 75,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 17,966 100,000 SH   SOLE NONE 100,000 0 0
PINTEREST INC CL A 72352L106 1,984 75,000 SH   SOLE NONE 75,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 5,297 75,000 SH   SOLE NONE 75,000 0 0
PTC INC COM 69370C100 5,114 75,000 SH Put SOLE NONE 75,000 0 0
SERVICENOW INC COM 81762P102 3,046 12,000 SH   SOLE NONE 12,000 0 0
SHERWIN WILLIAMS CO COM 824348106 8,248 15,000 SH   SOLE NONE 15,000 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 9,022 650,000 SH   SOLE NONE 650,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 192,900 650,000 SH Put SOLE NONE 650,000 0 0
SYNEOS HEALTH INC CL A 87166B102 2,315 43,500 SH   SOLE NONE 43,500 0 0
TELLURIAN INC NEW COM 87968A104 1,039 125,000 SH   SOLE NONE 125,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 2,064 300,000 SH Call SOLE NONE 300,000 0 0
TRANSDIGM GROUP INC COM 893641100 26,034 50,000 SH   SOLE NONE 50,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 10,672 150,000 SH   SOLE NONE 150,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 24,903 350,000 SH Call SOLE NONE 350,000 0 0