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
ACI WORLDWIDE INC COM 004498101 14,411 375,000 SH   SOLE   375,000 0 0
AECOM COM 00766T100 37,335 750,000 SH Call SOLE   750,000 0 0
AECOM COM 00766T100 24,890 500,000 SH   SOLE   500,000 0 0
AJAX I COM G0190X100 6,205 500,000 SH   SOLE   500,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 2,539 144,400 SH Put SOLE   144,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,910 150,000 SH Call SOLE   150,000 0 0
AMAZON COM INC COM 023135106 11,399 3,500 SH   SOLE   3,500 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 20,250 675,000 SH   SOLE   675,000 0 0
BAIDU INC SPON ADR REP A 056752108 18,380 85,000 SH   SOLE   85,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 8,409 403,328 SH   SOLE   403,328 0 0
BEST INC SPONSORED ADS 08653C106 3,060 1,500,000 SH   SOLE   1,500,000 0 0
BIG LOTS INC COM 089302103 4,293 100,000 SH Put SOLE   100,000 0 0
BILL COM HLDGS INC COM 090043100 10,238 75,000 SH   SOLE   75,000 0 0
BK OF AMERICA CORP COM 060505104 12,124 400,000 SH   SOLE   400,000 0 0
BLACK KNIGHT INC COM 09215C105 8,835 100,000 SH   SOLE   100,000 0 0
BLOOMIN BRANDS INC COM 094235108 12,623 650,000 SH   SOLE   650,000 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 2,162 143,000 SH   SOLE   143,000 0 0
BURLINGTON STORES INC COM 122017106 13,078 50,000 SH   SOLE   50,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 13,643 100,000 SH   SOLE   100,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 11,141 150,000 SH   SOLE   150,000 0 0
CARGURUS INC COM CL A 141788109 10,312 325,000 SH   SOLE   325,000 0 0
CARS COM INC COM 14575E105 7,910 700,000 SH   SOLE   700,000 0 0
CENTENE CORP DEL COM 15135B101 7,504 125,000 SH   SOLE   125,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,885 22,500 SH   SOLE   22,500 0 0
CHEWY INC CL A 16679L109 26,968 300,000 SH Put SOLE   300,000 0 0
CM LIFE SCIENCES INC UNIT 09/01/2025 18978W208 8,700 750,000 SH   SOLE   750,000 0 0
COLFAX CORP COM 194014106 12,428 325,000 SH   SOLE   325,000 0 0
COLONNADE ACQUISITION CORP COM CL A G2283K110 4,725 350,000 SH   SOLE   350,000 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 13,827 475,000 SH   SOLE   475,000 0 0
COSTAR GROUP INC COM 22160N109 11,554 12,500 SH   SOLE   12,500 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 14,106 600,000 SH   SOLE   600,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 32,340 1,000,000 SH Call SOLE   1,000,000 0 0
DISH NETWORK CORPORATION CL A 25470M109 21,830 675,000 SH   SOLE   675,000 0 0
DISNEY WALT CO COM 254687106 13,589 75,000 SH   SOLE   75,000 0 0
DRAGONEER GROWTH OPPORTUN CO COM CL A G28302100 5,972 450,000 SH   SOLE   450,000 0 0
EVERBRIDGE INC COM 29978A104 11,180 75,000 SH   SOLE   75,000 0 0
EVERQUOTE INC COM CL A 30041R108 10,271 275,000 SH   SOLE   275,000 0 0
EVO PMTS INC CL A COM 26927E104 2,004 74,203 SH   SOLE   74,203 0 0
EXACT SCIENCES CORP COM 30063P105 6,625 50,000 SH   SOLE   50,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 16,550 125,000 SH   SOLE   125,000 0 0
FAIR ISAAC CORP COM 303250104 20,442 40,000 SH   SOLE   40,000 0 0
FISERV INC COM 337738108 11,386 100,000 SH   SOLE   100,000 0 0
FOLEY TRASIMENE ACQUISITION COM CL A 344328109 7,550 500,000 SH   SOLE   500,000 0 0
FUBOTV INC COM 35953D104 30,100 1,075,000 SH Call SOLE   1,075,000 0 0
FUBOTV INC COM 35953D104 76,851 4,033,114 SH   SOLE   4,033,114 0 0
GAP INC COM 364760108 10,095 500,000 SH Call SOLE   500,000 0 0
GAP INC COM 364760108 11,105 550,000 SH   SOLE   550,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 10,964 200,000 SH   SOLE   200,000 0 0
GRAFTECH INTL LTD COM 384313508 6,498 609,541 SH   SOLE   609,541 0 0
GROUPON INC COM NEW 399473206 12,348 325,000 SH   SOLE   325,000 0 0
GUARDANT HEALTH INC COM 40131M109 9,666 75,000 SH   SOLE   75,000 0 0
HASBRO INC COM 418056107 14,031 150,000 SH   SOLE   150,000 0 0
HOSTESS BRANDS INC CL A 44109J106 2,196 150,000 SH   SOLE   150,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 585 45,503 SH   SOLE   45,503 0 0
INVESCO DB US DLR INDEX TR BULLISH FD 46141D203 48,480 2,000,000 SH Call SOLE   2,000,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 78,435 250,000 SH Put SOLE   250,000 0 0
IQIYI INC SPONSORED ADS 46267X108 8,740 500,000 SH Call SOLE   500,000 0 0
IQIYI INC SPONSORED ADS 46267X108 4,370 250,000 SH   SOLE   250,000 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 7,973 700,000 SH   SOLE   700,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 78,424 400,000 SH Put SOLE   400,000 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 17,240 395,857 SH   SOLE   395,857 0 0
L BRANDS INC COM 501797104 12,087 325,000 SH   SOLE   325,000 0 0
LAS VEGAS SANDS CORP COM 517834107 14,900 250,000 SH   SOLE   250,000 0 0
LEAF GROUP LTD COM 52177G102 5,115 1,100,000 SH   SOLE   1,100,000 0 0
LIGHTSPEED POS INC SUB VTG SHS 53227R106 12,318 175,000 SH   SOLE   175,000 0 0
LYFT INC CL A COM 55087P104 17,196 350,000 SH   SOLE   350,000 0 0
MARQUEE RAINE ACQUISITION CO UNIT 12/01/2025 G58442115 4,332 400,000 SH   SOLE   400,000 0 0
MEDTECH ACQUISITION CORP UNIT 12/18/2025 58507N204 5,250 500,000 SH   SOLE   500,000 0 0
MODERNA INC COM 60770K107 26,118 250,000 SH Put SOLE   250,000 0 0
MOMO INC ADR 60879B107 11,168 800,000 SH   SOLE   800,000 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 6,642 214,523 SH   SOLE   214,523 0 0
MOTIVE CAPITAL CORP UNIT 99/99/9999 G6293A129 4,760 451,657 SH   SOLE   451,657 0 0
NCINO INC COM 63947U107 9,051 125,000 SH   SOLE   125,000 0 0
NETFLIX INC COM 64110L106 27,037 50,000 SH Call SOLE   50,000 0 0
NETFLIX INC COM 64110L106 5,407 10,000 SH   SOLE   10,000 0 0
NIKE INC CL B 654106103 17,684 125,000 SH   SOLE   125,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,183 250,000 SH Call SOLE   250,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 13,910 425,000 SH   SOLE   425,000 0 0
OPEN LENDING CORP COM CL A 68373J104 34,290 980,841 SH   SOLE   980,841 0 0
OTIS WORLDWIDE CORP COM 68902V107 16,888 250,000 SH   SOLE   250,000 0 0
OUTFRONT MEDIA INC COM 69007J106 11,736 600,000 SH   SOLE   600,000 0 0
OUTSET MED INC COM 690145107 4,831 85,000 SH   SOLE   85,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 29,438 1,250,000 SH Put SOLE   1,250,000 0 0
PAYA HOLDINGS INC COM CL A 70434P103 9,945 732,300 SH   SOLE   732,300 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 15,172 100,000 SH Put SOLE   100,000 0 0
PENN NATL GAMING INC COM 707569109 10,796 125,000 SH   SOLE   125,000 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 469 36,466 SH   SOLE   36,466 0 0
REVOLUTION ACCELERTN ACQU CO UNIT 12/01/2025 76156P205 5,205 500,000 SH   SOLE   500,000 0 0
SERVICENOW INC COM 81762P102 19,265 35,000 SH   SOLE   35,000 0 0
SEVEN OAKS ACQUISITION CORP UNIT 12/18/2025 81787X205 4,916 475,000 SH   SOLE   475,000 0 0
SHIFT TECHNOLOGIES INC CL A 82452T107 5,789 700,000 SH   SOLE   700,000 0 0
SHIFT4 PMTS INC CL A 82452J109 18,850 250,000 SH   SOLE   250,000 0 0
SOLARWINDS CORP COM 83417Q105 8,576 573,628 SH   SOLE   573,628 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 579,514 1,550,000 SH Put SOLE   1,550,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 16,613 425,000 SH   SOLE   425,000 0 0
TAPESTRY INC COM 876030107 9,324 300,000 SH   SOLE   300,000 0 0
TESLA INC COM 88160R101 17,642 25,000 SH Put SOLE   25,000 0 0
TG THERAPEUTICS INC COM 88322Q108 6,503 125,000 SH   SOLE   125,000 0 0
THE REALREAL INC COM 88339P101 9,282 475,000 SH   SOLE   475,000 0 0
TRADEWEB MKTS INC CL A 892672106 18,735 300,000 SH   SOLE   300,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 9,276 275,000 SH   SOLE   275,000 0 0
TRIPADVISOR INC COM 896945201 15,829 550,000 SH   SOLE   550,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,200 200,000 SH   SOLE   200,000 0 0
US FOODS HLDG CORP COM 912008109 4,997 150,000 SH Put SOLE   150,000 0 0
US FOODS HLDG CORP COM 912008109 16,655 500,000 SH   SOLE   500,000 0 0
WAITR HLDGS INC COM 930752100 4,170 1,500,000 SH   SOLE   1,500,000 0 0
WEIBO CORP SPONSORED ADR 948596101 10,248 250,000 SH Call SOLE   250,000 0 0
WEIBO CORP SPONSORED ADR 948596101 12,297 300,000 SH   SOLE   300,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 8,110 350,000 SH   SOLE   350,000 0 0
WYNN RESORTS LTD COM 983134107 12,411 110,000 SH   SOLE   110,000 0 0
YELP INC CL A 985817105 14,702 450,000 SH   SOLE   450,000 0 0
ZYNGA INC CL A 98986T108 19,740 2,000,000 SH Call SOLE   2,000,000 0 0
ZYNGA INC CL A 98986T108 4,935 500,000 SH   SOLE   500,000 0 0