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
AFFIMED N V COM N01045108 3,529 1,274,153 SH   SOLE 0 1,274,153 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 21,649 237,040 SH   SOLE 0 237,040 0 0
ALLSTATE CORP COM 020002101 179,631 1,417,434 SH   SOLE 0 1,417,434 0 0
ALPHABET INC CAP STK CL A 02079K305 66,908 30,702 SH   SOLE 0 30,702 0 0
AMAZON COM INC COM 023135106 23,154 218,000 SH Call SOLE 0 218,000 0 0
AMDOCS LTD SHS G02602103 91,633 1,099,903 SH   SOLE 0 1,099,903 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 43,458 313,076 SH   SOLE 0 313,076 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 82,222 1,608,100 SH   SOLE 0 1,608,100 0 0
ARCUS BIOSCIENCES INC COM 03969F109 3,773 148,887 SH   SOLE 0 148,887 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 2,378 224,763 SH   SOLE 0 224,763 0 0
BLACKLINE INC COM 09239B109 28,466 427,415 SH   SOLE 0 427,415 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 106,433 873,975 SH   SOLE 0 873,975 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 103,299 2,001,537 SH   SOLE 0 2,001,537 0 0
CROWN HLDGS INC COM 228368106 131,580 1,427,581 SH   SOLE 0 1,427,581 0 0
CYTOKINETICS INC COM NEW 23282W605 13,395 340,926 SH   SOLE 0 340,926 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 73,170 2,656,858 SH   SOLE 0 2,656,858 0 0
EVEREST RE GROUP LTD COM G3223R108 108,425 386,847 SH   SOLE 0 386,847 0 0
EXPEDIA GROUP INC COM NEW 30212P303 21,294 224,554 SH   SOLE 0 224,554 0 0
FIVE9 INC COM 338307101 21,424 235,067 SH   SOLE 0 235,067 0 0
GALLAGHER ARTHUR J & CO COM 363576109 13,522 82,937 SH   SOLE 0 82,937 0 0
GLOBAL E ONLINE LTD SHS M5216V106 9,816 486,683 SH   SOLE 0 486,683 0 0
GSK PLC SPONSORED ADR 37733W105 94,194 2,163,878 SH   SOLE 0 2,163,878 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 27,370 343,152 SH   SOLE 0 343,152 0 0
HYPERFINE INC COM CL A 44916K106 1,929 864,945 SH   SOLE 0 864,945 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 9,302 249,318 SH   SOLE 0 249,318 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 43,163 154,000 SH Put SOLE 0 154,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 142,332 1,933,600 SH Put SOLE 0 1,933,600 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 105,449 1,661,397 SH   SOLE 0 1,661,397 0 0
MICROSOFT CORP COM 594918104 82,312 320,494 SH   SOLE 1 320,494 0 0
ORACLE CORP COM 68389X105 86,922 1,244,056 SH   SOLE 0 1,244,056 0 0
SANOFI SPONSORED ADR 80105N105 74,435 1,487,800 SH   SOLE 0 1,487,800 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 22,147 704,200 SH Put SOLE 0 704,200 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 9,066 125,600 SH Put SOLE 0 125,600 0 0
SERVICENOW INC COM 81762P102 32,272 67,866 SH   SOLE 0 67,866 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 51,495 136,500 SH Put SOLE 0 136,500 0 0
SPLUNK INC COM 848637104 47,790 540,247 SH   SOLE 0 540,247 0 0
STONECO LTD COM CL A G85158106 6,545 850,000 SH Call SOLE 0 850,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 13,204 645,379 SH   SOLE 0 645,379 0 0
UNUM GROUP COM 91529Y106 32,256 948,148 SH   SOLE 0 948,148 0 0