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
2U INC COM 90214J101 4,005 166,964 SH   SOLE NONE 166,964 0 0
AGNC INVT CORP COM 00123Q104 4,420 250,000 SH   SOLE NONE 250,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,484 40,000 SH   SOLE NONE 40,000 0 0
AMAZON COM INC COM 023135106 8,315 4,500 SH   SOLE NONE 4,500 0 0
AMERICOLD RLTY TR COM 03064D108 6,136 175,000 SH   SOLE NONE 175,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 3,176 375,000 SH   SOLE NONE 375,000 0 0
ANIXTER INTL INC COM 035290105 8,418 91,400 SH   SOLE NONE 91,400 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 5,964 125,000 SH   SOLE NONE 125,000 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 7,138 200,000 SH   SOLE NONE 200,000 0 0
BAIDU INC SPON ADR REP A 056752108 8,848 70,000 SH   SOLE NONE 70,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 23,537 918,328 SH   SOLE NONE 918,328 0 0
BAXTER INTL INC COM 071813109 5,017 60,000 SH   SOLE NONE 60,000 0 0
BAXTER INTL INC COM 071813109 25,086 300,000 SH Call SOLE NONE 300,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 7,124 150,000 SH   SOLE NONE 150,000 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 5,594 100,000 SH   SOLE NONE 100,000 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 7,003 326,638 SH   SOLE NONE 326,638 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 10,057 145,000 SH   SOLE NONE 145,000 0 0
CANADIAN SOLAR INC COM 136635109 9,392 425,000 SH   SOLE NONE 425,000 0 0
CANNAE HLDGS INC COM 13765N107 11,131 299,300 SH   SOLE NONE 299,300 0 0
CENTENE CORP DEL COM 15135B101 6,287 100,000 SH   SOLE NONE 100,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108 3,394 50,000 SH   SOLE NONE 50,000 0 0
CLARIVATE ANALYTICS PLC COM G21810109 2,520 150,000 SH   SOLE NONE 150,000 0 0
COMSCORE INC COM 20564W105 3,507 710,000 SH   SOLE NONE 710,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,727 175,000 SH   SOLE NONE 175,000 0 0
CYRUSONE INC COM 23283R100 7,852 120,000 SH   SOLE NONE 120,000 0 0
DATADOG INC CL A COM 23804L103 1,889 50,000 SH   SOLE NONE 50,000 0 0
ECHOSTAR CORP CL A 278768106 8,662 200,000 SH   SOLE NONE 200,000 0 0
EDISON INTL COM 281020107 1,885 25,000 SH   SOLE NONE 25,000 0 0
ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 1,628 150,000 SH   SOLE NONE 150,000 0 0
ENVISTA HLDGS CORP COM 29415F104 2,964 100,000 SH   SOLE NONE 100,000 0 0
ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 4,280 250,000 SH Call SOLE NONE 250,000 0 0
EVO PMTS INC CL A COM 26927E104 10,564 400,000 SH   SOLE NONE 400,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,407 50,000 SH   SOLE NONE 50,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 4,086 275,000 SH   SOLE NONE 275,000 0 0
FACEBOOK INC CL A 30303M102 6,158 30,000 SH   SOLE NONE 30,000 0 0
FAIR ISAAC CORP COM 303250104 10,116 27,000 SH   SOLE NONE 27,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,035 50,000 SH   SOLE NONE 50,000 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 8,798 230,000 SH   SOLE NONE 230,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 9,533 187,618 SH   SOLE NONE 187,618 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 4,920 150,000 SH   SOLE NONE 150,000 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 9,840 300,000 SH Call SOLE NONE 300,000 0 0
FORESTAR GROUP INC COM 346232101 3,020 144,854 SH   SOLE NONE 144,854 0 0
FOUNDATION BLDG MATLS INC COM 350392106 7,837 405,000 SH   SOLE NONE 405,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,746 53,634 SH   SOLE NONE 53,634 0 0
GRAFTECH INTL LTD COM 384313508 4,669 401,805 SH   SOLE NONE 401,805 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 974 30,000 SH   SOLE NONE 30,000 0 0
GROUPON INC COM 399473107 2,748 1,150,000 SH   SOLE NONE 1,150,000 0 0
GRUBHUB INC COM 400110102 3,648 75,000 SH   SOLE NONE 75,000 0 0
GUARDANT HEALTH INC COM 40131M109 13,284 170,000 SH   SOLE NONE 170,000 0 0
HASBRO INC COM 418056107 6,337 60,000 SH Call SOLE NONE 60,000 0 0
HOME DEPOT INC COM 437076102 6,551 30,000 SH   SOLE NONE 30,000 0 0
HOSTESS BRANDS INC CL A 44109J106 9,224 634,400 SH   SOLE NONE 634,400 0 0
INSEEGO CORP COM 45782B104 2,749 375,000 SH   SOLE NONE 375,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 761 91,006 SH   SOLE NONE 91,006 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 95,674 450,000 SH Put SOLE NONE 450,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 17,592 100,000 SH Put SOLE NONE 100,000 0 0
JD COM INC SPON ADR CL A 47215P106 6,694 190,000 SH   SOLE NONE 190,000 0 0
KKR & CO INC CL A 48251W104 5,834 200,000 SH   SOLE NONE 200,000 0 0
KRAFT HEINZ CO COM 500754106 6,426 200,000 SH   SOLE NONE 200,000 0 0
L BRANDS INC COM 501797104 906 50,000 SH   SOLE NONE 50,000 0 0
L BRANDS INC COM 501797104 5,436 300,000 SH Call SOLE NONE 300,000 0 0
LAUREATE EDUCATION INC CL A 518613203 3,522 200,000 SH   SOLE NONE 200,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 3,376 175,000 SH   SOLE NONE 175,000 0 0
MARINUS PHARMACEUTICALS INC COM 56854Q101 1,890 875,000 SH   SOLE NONE 875,000 0 0
MATCH GROUP INC COM 57665R106 3,146 38,316 SH   SOLE NONE 38,316 0 0
MEDNAX INC COM 58502B106 5,836 210,000 SH   SOLE NONE 210,000 0 0
MIDDLEBY CORP COM 596278101 3,833 35,000 SH   SOLE NONE 35,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 6,041 375,000 SH   SOLE NONE 375,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 7,722 150,000 SH   SOLE NONE 150,000 0 0
RANPAK HLDGS CORP COM CL A 75321W103 1,630 200,000 SH   SOLE NONE 200,000 0 0
SERVICENOW INC COM 81762P102 8,470 30,000 SH   SOLE NONE 30,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 3,052 106,951 SH   SOLE NONE 106,951 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 3,059 350,000 SH   SOLE NONE 350,000 0 0
SNAP INC CL A 83304A106 5,715 350,000 SH   SOLE NONE 350,000 0 0
SNAP INC CL A 83304A106 3,266 200,000 SH Call SOLE NONE 200,000 0 0
SOLARWINDS CORP COM 83417Q105 4,174 225,000 SH   SOLE NONE 225,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 337,953 1,050,000 SH Put SOLE NONE 1,050,000 0 0
STARBUCKS CORP COM 855244109 6,594 75,000 SH   SOLE NONE 75,000 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 6,212 125,000 SH   SOLE NONE 125,000 0 0
TESLA INC COM 88160R101 8,367 20,000 SH   SOLE NONE 20,000 0 0
TESLA INC COM 88160R101 20,916 50,000 SH Call SOLE NONE 50,000 0 0
TRADEWEB MKTS INC CL A 892672106 11,124 240,000 SH   SOLE NONE 240,000 0 0
TRANSDIGM GROUP INC COM 893641100 9,800 17,500 SH   SOLE NONE 17,500 0 0
TTEC HLDGS INC COM 89854H102 7,924 200,000 SH   SOLE NONE 200,000 0 0
TURNING PT BRANDS INC COM 90041L105 4,433 155,000 SH   SOLE NONE 155,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,435 250,000 SH   SOLE NONE 250,000 0 0
UNION PACIFIC CORP COM 907818108 6,328 35,000 SH   SOLE NONE 35,000 0 0
VANECK VECTORS ETF TRUST SEMICONDUCTOR ET 92189F676 21,212 150,000 SH Put SOLE NONE 150,000 0 0
VERINT SYS INC COM 92343X100 4,152 75,000 SH   SOLE NONE 75,000 0 0
VIACOMCBS INC CL A 92556H107 16,788 400,000 SH Call SOLE NONE 400,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,012 85,000 SH   SOLE NONE 85,000 0 0
WAYFAIR INC CL A 94419L101 3,615 40,000 SH   SOLE NONE 40,000 0 0
WESCO INTL INC COM 95082P105 5,345 90,000 SH   SOLE NONE 90,000 0 0
WILLSCOT CORP COM 971375126 4,756 257,200 SH   SOLE NONE 257,200 0 0
WILLSCOT CORP COM 971375126 7,396 400,000 SH Call SOLE NONE 400,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 5,514 85,000 SH   SOLE NONE 85,000 0 0
YETI HLDGS INC COM 98585X104 11,999 345,000 SH   SOLE NONE 345,000 0 0