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
APOLLO GLOBAL MGMT INC COM CL A 03768E105 50,970 703,716 SH   SOLE   703,716 0 0
BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 1,334 130,053 SH   SOLE   130,053 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 203,105 2,369,675 SH   SOLE   2,369,675 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 12,598 134,700 SH Call SOLE   134,700 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 38,174 408,150 SH   SOLE   408,150 0 0
CRITEO S A SPONS ADS 226718104 9,718 250,000 SH Call SOLE   250,000 0 0
CRITEO S A SPONS ADS 226718104 37,781 971,988 SH   SOLE   971,988 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 95,579 3,367,829 SH   SOLE   3,367,829 0 0
LENNAR CORP CL A 526057104 47,103 405,500 SH   SOLE   405,500 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 18,760 2,000,000 SH   SOLE   2,000,000 0 0
PARTY CITY HOLDCO INC COM 702149105 5,543 995,100 SH   SOLE   995,100 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 20,570 2,577,633 SH   SOLE   2,577,633 0 0
SOMALOGIC INC *W EXP 08/31/202 83444K113 698 60,000 SH   SOLE   60,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,494 512,621 SH   SOLE   512,621 0 0
US FOODS HLDG CORP COM 912008109 54,095 1,553,105 SH   SOLE   1,553,105 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 64,131 1,570,296 SH   SOLE   1,570,296 0 0
XPO LOGISTICS INC COM 983793100 21,433 276,804 SH   SOLE   276,804 0 0