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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V10910,014125,000SH SOLE 125,00000
ASHLAND GLOBAL HLDGS INCCOM04418610410,589107,600SH SOLE 107,60000
ASSURANT INCCOM04621X10824,874136,800SH SOLE 136,80000
ATARA BIOTHERAPEUTICS INCCOM0465131072,815303,000SH SOLE 303,00000
BUILDERS FIRSTSOURCE INCCOM12008R10720,008310,003SH SOLE 310,00300
CNH INDL N VSHSN2094410915,701990,000SH SOLE 990,00000
COINBASE GLOBAL INCCOM CL A19260Q1076,36033,500SH SOLE 33,50000
CONSTELLATION ENERGY CORPCOM21037T10923,906425,000SH SOLE 425,00000
ENOVIX CORPORATIONCOM2935941077,135500,000SH SOLE 500,00000
ENPHASE ENERGY INCCOM29355A1076,05330,000SH SOLE 30,00000
LIBERTY MEDIA CORP DELCOM C BRAVES GRP5312298889,512340,806SH SOLE 340,80600
LIBERTY MEDIA CORP DELCOM SER C FRMLA5312298545,93685,000SH SOLE 85,00000
LIFE TIME GROUP HOLDINGS INCCOMMON STOCK53190C1023,780260,000SH SOLE 260,00000
MGM GROWTH PPTYS LLCCL A COM55303A1059,677250,063SH SOLE 250,06300
OSCAR HEALTH INCCL A6877931092,493250,000SH SOLE 250,00000
REDBALL ACQUISITION CORPCOM CL AG7417R10510,6301,070,538SH SOLE 1,070,53800
RENEWABLE ENERGY GROUP INCCOM NEW75972A30112,130200,000SH SOLE 200,00000
ST ENERGY TRANSITION I LTDUNIT 99/99/9999G8465L12320,0402,000,000SH SOLE 2,000,00000
TRIUMPH GROUP INC NEWCOM89681810111,715463,400SH SOLE 463,40000
UNIFIRST CORP MASSCOM9047081042,76415,000SH SOLE 15,00000
U S SILICA HLDGS INCCOM90346E10313,347715,300SH SOLE 715,30000
YANDEX N VSHS CLASS AN972841085,682300,000SH SOLE 300,00000
ZOOMINFO TECHNOLOGIES INCCOM CL A98980F1046,571110,000SH SOLE 110,00000