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 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
APOLLO STRATEGIC GRWT CPTL I UNIT 99/99/9999 G0412A110 2,495 250,000 SH   SOLE 0 250,000 0 0
AUSTERLITZ ACQUISITION CORP UNIT 99/99/9999 G0633U119 1,003 100,000 SH   SOLE 0 100,000 0 0
AUSTERLITZ ACQUISITION CORP UNIT 99/99/9999 G0633D117 1,004 100,000 SH   SOLE 0 100,000 0 0
BOX INC CL A 10316T104 4,412 192,158 SH   SOLE 0 192,158 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 22,545 486,189 SH   SOLE 0 486,189 0 0
CALLAWAY GOLF CO COM 131193104 33,258 1,243,285 SH   SOLE 0 1,243,285 0 0
CBRE ACQUISITION HLDGS INC COM CL A 12510J106 492 50,414 SH   SOLE 0 50,414 0 0
CM LIFE SCIENCES II INC UNIT 02/25/2028 125842203 3,840 300,000 SH   SOLE 0 300,000 0 0
CRITEO S A SPONS ADS 226718104 21,481 618,519 SH   SOLE 0 618,519 0 0
DISCOVERY INC COM SER A 25470F104 6,502 149,600 SH   SOLE 0 149,600 0 0
DISCOVERY INC COM SER A 25470F104 13,038 300,000 SH Put SOLE 0 300,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 92,851 3,152,829 SH   SOLE 0 3,152,829 0 0
FIFTH WALL ACQUISITION CORP COM CL A 316790104 163 16,264 SH   SOLE 0 16,264 0 0
FOOT LOCKER INC COM 344849104 14,616 259,835 SH   SOLE 0 259,835 0 0
HILTON GRAND VACATIONS INC COM 43283X105 18,265 487,200 SH   SOLE 0 487,200 0 0
LUX HEALTH TECH ACQUISITION COM CL A 55068A100 1,535 149,444 SH   SOLE 0 149,444 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 18,817 2,577,633 SH   SOLE 0 2,577,633 0 0
T-MOBILE US INC COM 872590104 47,613 380,024 SH   SOLE 0 380,024 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 10,245 500,000 SH Call SOLE 0 500,000 0 0
TIVITY HEALTH INC COM 88870R102 14,783 662,323 SH   SOLE 0 662,323 0 0
UBER TECHNOLOGIES INC COM 90353T100 48,942 897,861 SH   SOLE 0 897,861 0 0
US FOODS HLDG CORP COM 912008109 36,322 952,836 SH   SOLE 0 952,836 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 55,909 2,014,743 SH   SOLE 0 2,014,743 0 0
ZYNGA INC CL A 98986T108 34,211 3,350,686 SH   SOLE 0 3,350,686 0 0