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 03769M106 47,697 983,840 SH   SOLE   983,840 0 0
BEYOND MEAT INC NOTE 3/1 08862EAB5 11,592 30,257,000 PRN   SOLE   30,257,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 120,808 2,249,675 SH   SOLE   2,249,675 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 9,575 250,000 SH Call SOLE   250,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 29,073 759,077 SH   SOLE   759,077 0 0
CRITEO S A SPONS ADS 226718104 34,204 1,401,820 SH   SOLE   1,401,820 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 66,130 3,368,829 SH   SOLE   3,368,829 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 7,186 1,138,900 SH   SOLE   1,138,900 0 0
LENNAR CORP CL A 526057104 26,993 382,500 SH   SOLE   382,500 0 0
LUMEN TECHNOLOGIES INC COM 550241103 6,031 552,800 SH Put SOLE   552,800 0 0
NCR CORP NEW COM 62886E108 1,652 53,100 SH Call SOLE   53,100 0 0
PARTY CITY HOLDCO INC COM 702149105 2,017 1,528,268 SH   SOLE   1,528,268 0 0
US FOODS HLDG CORP COM 912008109 44,320 1,444,605 SH   SOLE   1,444,605 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 44,523 1,373,333 SH   SOLE   1,373,333 0 0
ZENDESK INC COM 98936J101 27,947 377,300 SH Call SOLE   377,300 0 0