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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARDLYTICS INC COM 14161W105   2,628,565 454,769 SH   SOLE   454,769 0 0
CARVANA CO CL A 146869102   3,452,142 728,300 SH   SOLE   728,300 0 0
DOCEBO INC COM 25609L105   13,725,214 415,800 SH   SOLE   415,800 0 0
FARFETCH LTD ORD SH CL A 30744W107   7,384,949 1,561,300 SH   SOLE   1,561,300 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   99,385,200 570,000 SH Put SOLE   570,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   37,843,050 3,290,700 SH   SOLE   3,290,700 0 0
MR COOPER GROUP INC COM 62482R107   2,740,879 68,300 SH   SOLE   68,300 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   3,885,768 3,349,800 SH   SOLE   3,349,800 0 0
PAN AMERN SILVER CORP COM 697900108   11,960,880 732,000 SH   SOLE   732,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301   25,927,440 2,806,000 SH   SOLE   2,806,000 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   17,466,036 471,800 SH   SOLE   471,800 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409   9,703,848 373,800 SH   SOLE   373,800 0 0