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
ANTHEM INC COM 036752103 10,571 35,000 SH   SOLE   35,000 0 0
ARCOSA INC COM 039653100 36,366 816,293 SH   SOLE   816,293 0 0
CIGNA CORP NEW COM 125523100 10,715 52,400 SH   SOLE   52,400 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 13,631 98,000 SH   SOLE   98,000 0 0
FOX CORP CL A COM 35137L105 24,660 665,230 SH   SOLE   665,230 0 0
GENERAL ELECTRIC CO COM 369604103 9,398 842,100 SH   SOLE   842,100 0 0
GLOBAL PMTS INC COM 37940X102 21,223 116,250 SH   SOLE   116,250 0 0
NETFLIX INC COM 64110L106 11,778 36,400 SH   SOLE   36,400 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 54,332 2,016,036 SH   SOLE   2,016,036 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 149,182 463,500 SH Put SOLE   463,500 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 36,688 1,524,875 SH   SOLE   1,524,875 0 0
TRADEWEB MKTS INC CL A 892672106 20,802 448,800 SH   SOLE   448,800 0 0
XP INC CL A G98239109 1,926 50,000 SH   SOLE   50,000 0 0