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
AVANTOR INC COM 05352A100 13,216 728,181 SH   SOLE   728,181 0 0
AVAYA HLDGS CORP COM 05351X101 595 44,100 SH   SOLE   44,100 0 0
BOTTOMLINE TECH DEL INC COM 101388106 836 15,600 SH   SOLE   15,600 0 0
BRF SA SPONSORED ADR 10552T107 619 71,195 SH   SOLE   71,195 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 22,518 886,206 SH   SOLE   886,206 0 0
CAREDX INC COM 14167L103 1,640 76,016 SH   SOLE   76,016 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,222 481,005 SH   SOLE   481,005 0 0
COHERENT INC COM 192479103 31,788 191,089 SH   SOLE   191,089 0 0
CROWN HOLDINGS INC COM 228368106 21,422 295,307 SH   SOLE   295,307 0 0
DISNEY WALT CO COM DISNEY 254687106 8,543 59,065 SH   SOLE   59,065 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 32,831 477,195 SH   SOLE   477,195 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,557 14,400 SH   SOLE   14,400 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 11,740 179,679 SH   SOLE   179,679 0 0
GENERAC HLDGS INC COM 368736104 17,936 178,310 SH   SOLE   178,310 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 4,486 205,200 SH   SOLE   205,200 0 0
HASBRO INC COM 418056107 14,630 138,525 SH   SOLE   138,525 0 0
ISHARES TR 20 YR TR BD ETF 464287432 14,158 104,500 SH Put SOLE   104,500 0 0
JELD-WEN HLDG INC COM 47580P103 7,509 320,767 SH   SOLE   320,767 0 0
MASONITE INTL CORP NEW COM 575385109 7,219 99,968 SH   SOLE   99,968 0 0
MICRON TECHNOLOGY INC COM 595112103 5,787 107,600 SH   SOLE   107,600 0 0
MKS INSTRUMENT INC COM 55306N104 11,443 104,016 SH   SOLE   104,016 0 0
NVIDIA CORP COM 67066G104 18,408 78,234 SH   SOLE   78,234 0 0
OLIN CORP COM PAR $1 680665205 12,411 719,473 SH   SOLE   719,473 0 0
PINTEREST INC CL A 72352L106 3,061 164,217 SH   SOLE   164,217 0 0
POLARIS INC COM 731068102 6,570 64,598 SH   SOLE   64,598 0 0
SEA LTD SPONSORED ADS 81141R100 10,091 250,895 SH   SOLE   250,895 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 60,446 935,400 SH Put SOLE   935,400 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 10,394 337,700 SH Call SOLE   337,700 0 0
STARS GROUP INC COM 85570W100 66,740 2,558,077 SH   SOLE   2,558,077 0 0
TYSON FOODS INC CL A 902494103 4,926 54,113 SH   SOLE   54,113 0 0
VERISIGN INC COM 92343E102 7,387 38,339 SH   SOLE   38,339 0 0
WHITING PETE CORP NEW COM NEW 966387409 3,340 455,020 SH   SOLE   455,020 0 0
WPX ENERGY INC COM 98212B103 21,873 1,591,910 SH   SOLE   1,591,910 0 0