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
21VIANET GROUP INC SPONSORED ADS A 90138A103 6,522 201,913 SH   SOLE   201,913 0 0
APA CORPORATION COM 03743Q108 26,286 1,468,499 SH   SOLE   1,468,499 0 0
BOOKING HOLDINGS INC COM 09857L108 38,300 16,439 SH   SOLE   16,439 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 116,461 2,511,569 SH   SOLE   2,511,569 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 20,318 481,250 SH   SOLE   481,250 0 0
CF INDS HLDGS INC COM 125269100 26,352 580,697 SH   SOLE   580,697 0 0
CROWN HLDGS INC COM 228368106 11,999 123,649 SH   SOLE   123,649 0 0
DXC TECHNOLOGY CO COM 23355L106 4,685 149,870 SH   SOLE   149,870 0 0
EXPEDIA GROUP INC COM NEW 30212P303 39,603 230,092 SH   SOLE   230,092 0 0
FISERV INC COM 337738108 54,229 455,555 SH   SOLE   455,555 0 0
HESS CORP COM 42809H107 12,363 174,714 SH   SOLE   174,714 0 0
HOWMET AEROSPACE INC COM 443201108 15,348 477,692 SH   SOLE   477,692 0 0
LITHIA MTRS INC CL A 536797103 36,951 94,724 SH   SOLE   94,724 0 0
LYFT INC CL A COM 55087P104 57,201 905,361 SH   SOLE   905,361 0 0
MATCH GROUP INC NEW COM 57667L107 51,435 374,398 SH   SOLE   374,398 0 0
MCAFEE CORP COM CL A 579063108 11,450 503,502 SH   SOLE   503,502 0 0
MICROSOFT CORP COM 594918104 31,009 131,524 SH   SOLE   131,524 0 0
MOSAIC CO NEW COM 61945C103 2,824 89,340 SH   SOLE   89,340 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 81,417 1,865,660 SH   SOLE   1,865,660 0 0
NVR INC COM 62944T105 20,332 4,316 SH   SOLE   4,316 0 0
OCCIDENTAL PETE CORP COM 674599105 14,581 547,759 SH   SOLE   547,759 0 0
OUTFRONT MEDIA INC COM 69007J106 28,725 1,315,844 SH   SOLE   1,315,844 0 0
PALO ALTO NETWORKS INC COM 697435105 75,713 235,090 SH   SOLE   235,090 0 0
RIMINI STR INC DEL COM 76674Q107 6,317 704,233 SH   SOLE   704,233 0 0
ROKU INC COM CL A 77543R102 8,432 25,884 SH   SOLE   25,884 0 0
SAIA INC COM 78709Y105 44,687 193,804 SH   SOLE   193,804 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 1,013 20,000 SH   SOLE   20,000 0 0
SEA LTD SPONSORD ADS 81141R100 36,029 161,400 SH   SOLE   161,400 0 0
SWITCHBACK II CORPORATION *W EXP 01/07/202 G8633T107 171 86,191 SH   SOLE   86,191 0 0
SWITCHBACK II CORPORATION COM CL A G8633T115 4,236 430,968 SH   SOLE   430,968 0 0
TAPESTRY INC COM 876030107 14,429 350,135 SH   SOLE   350,135 0 0
TECK RESOURCES LTD CL B 878742204 56,148 2,927,444 SH   SOLE   2,927,444 0 0
TELOS CORP MD COM 87969B101 40,270 1,061,980 SH   SOLE   1,061,980 0 0
VISA INC COM CL A 92826C839 28,037 132,418 SH   SOLE   132,418 0 0