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
ARTIUS ACQUISITION INC COM CL A 04316G105 2,626 260,000 SH   SOLE   260,000 0 0
ATHLON ACQUISITION CORP UNIT 01/12/2026 04748A205 989 100,000 SH   SOLE   100,000 0 0
AUTHENTIC EQUITY ACQUISTN CO UNIT 10/31/2027 G06607116 99 10,000 SH   SOLE   10,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 39,910 650,000 SH   SOLE   650,000 0 0
BOOKING HOLDINGS INC COM 09857L108 20,340 8,730 SH   SOLE   8,730 0 0
CANNAE HLDGS INC COM 13765N107 16,053 405,168 SH   SOLE   405,168 0 0
COHN ROBBINS HOLDINGS CORP COM CL A G23726105 1,121 114,000 SH   SOLE   114,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 22,500 945,000 SH   SOLE   945,000 0 0
E L F BEAUTY INC COM 26856L103 19,693 734,000 SH   SOLE   734,000 0 0
FTI CONSULTING INC COM 302941109 24,519 175,000 SH   SOLE   175,000 0 0
GODADDY INC CL A 380237107 23,829 307,000 SH   SOLE   307,000 0 0
JUNIPER INDL HLDGS INC COM CL A 48205G106 29,698 2,395,000 SH   SOLE   2,395,000 0 0
JUNIPER INDL HLDGS INC *W EXP 11/13/202 48205G114 1,196 435,000 SH   SOLE   435,000 0 0
LHC GROUP INC COM 50187A107 18,108 94,700 SH   SOLE   94,700 0 0
PINTEREST INC CL A 72352L106 21,321 288,000 SH   SOLE   288,000 0 0
PURPLE INNOVATION INC COM 74640Y106 24,621 777,900 SH   SOLE   777,900 0 0
SEA LTD SPONSORD ADS 81141R100 12,166 54,500 SH   SOLE   54,500 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 50,283 1,812,000 SH   SOLE   1,812,000 0 0