The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 10,014 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 10,589 | 107,600 | SH | SOLE | 107,600 | 0 | 0 | ||
| ASSURANT INC | COM | 04621X108 | 24,874 | 136,800 | SH | SOLE | 136,800 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 2,815 | 303,000 | SH | SOLE | 303,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 20,008 | 310,003 | SH | SOLE | 310,003 | 0 | 0 | ||
| CNH INDL N V | SHS | N20944109 | 15,701 | 990,000 | SH | SOLE | 990,000 | 0 | 0 | ||
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 6,360 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 23,906 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| ENOVIX CORPORATION | COM | 293594107 | 7,135 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 6,053 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 9,512 | 340,806 | SH | SOLE | 340,806 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 5,936 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 | 3,780 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 9,677 | 250,063 | SH | SOLE | 250,063 | 0 | 0 | ||
| OSCAR HEALTH INC | CL A | 687793109 | 2,493 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| REDBALL ACQUISITION CORP | COM CL A | G7417R105 | 10,630 | 1,070,538 | SH | SOLE | 1,070,538 | 0 | 0 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 12,130 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ST ENERGY TRANSITION I LTD | UNIT 99/99/9999 | G8465L123 | 20,040 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 11,715 | 463,400 | SH | SOLE | 463,400 | 0 | 0 | ||
| UNIFIRST CORP MASS | COM | 904708104 | 2,764 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| U S SILICA HLDGS INC | COM | 90346E103 | 13,347 | 715,300 | SH | SOLE | 715,300 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 5,682 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 6,571 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||