<SEC-DOCUMENT>0001567619-21-020400.txt : 20211115
<SEC-HEADER>0001567619-21-020400.hdr.sgml : 20211115
<ACCEPTANCE-DATETIME>20211115160026
ACCESSION NUMBER:		0001567619-21-020400
CONFORMED SUBMISSION TYPE:	13F-HR
PUBLIC DOCUMENT COUNT:		2
CONFORMED PERIOD OF REPORT:	20210930
FILED AS OF DATE:		20211115
DATE AS OF CHANGE:		20211115
EFFECTIVENESS DATE:		20211115

FILER:

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			SANDLER CAPITAL MANAGEMENT
		CENTRAL INDEX KEY:			0001000742
		IRS NUMBER:				112792496
		STATE OF INCORPORATION:			NY
		FISCAL YEAR END:			1231

	FILING VALUES:
		FORM TYPE:		13F-HR
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	028-06285
		FILM NUMBER:		211410023

	BUSINESS ADDRESS:	
		STREET 1:		711 FIFTH AVENUE
		STREET 2:		15TH FLOOR
		CITY:			NEW YORK
		STATE:			NY
		ZIP:			10022
		BUSINESS PHONE:		2127548100

	MAIL ADDRESS:	
		STREET 1:		711 FIFTH AVENUE
		STREET 2:		15TH FL
		CITY:			NEW YORK
		STATE:			NY
		ZIP:			10022
</SEC-HEADER>
<DOCUMENT>
<TYPE>13F-HR
<SEQUENCE>1
<FILENAME>primary_doc.xml
<TEXT>
<XML>
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  <headerData>
    <submissionType>13F-HR</submissionType>
    <filerInfo>
      <liveTestFlag>LIVE</liveTestFlag>
      <flags>
        <confirmingCopyFlag>false</confirmingCopyFlag>
        <returnCopyFlag>true</returnCopyFlag>
        <overrideInternetFlag>false</overrideInternetFlag>
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      <filer>
        <credentials>
          <cik>0001000742</cik>
          <ccc>XXXXXXXX</ccc>
        </credentials>
      </filer>
      <periodOfReport>09-30-2021</periodOfReport>
    </filerInfo>
  </headerData>
  <formData>
    <coverPage>
      <reportCalendarOrQuarter>09-30-2021</reportCalendarOrQuarter>
      <filingManager>
        <name>SANDLER CAPITAL MANAGEMENT</name>
        <address>
          <com:street1>711 FIFTH AVENUE</com:street1>
          <com:street2>15TH FL</com:street2>
          <com:city>NEW YORK</com:city>
          <com:stateOrCountry>NY</com:stateOrCountry>
          <com:zipCode>10022</com:zipCode>
        </address>
      </filingManager>
      <reportType>13F HOLDINGS REPORT</reportType>
      <form13FFileNumber>028-06285</form13FFileNumber>
      <provideInfoForInstruction5>N</provideInfoForInstruction5>
    </coverPage>
    <signatureBlock>
      <name>Andrew Sandler</name>
      <title>Managing Director</title>
      <phone>212-754-8100</phone>
      <signature>/s/ Andrew Sandler</signature>
      <city>New York</city>
      <stateOrCountry>NY</stateOrCountry>
      <signatureDate>11-15-2021</signatureDate>
    </signatureBlock>
    <summaryPage>
      <otherIncludedManagersCount>0</otherIncludedManagersCount>
      <tableEntryTotal>104</tableEntryTotal>
      <tableValueTotal>1127842</tableValueTotal>
      <isConfidentialOmitted>false</isConfidentialOmitted>
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<DOCUMENT>
<TYPE>INFORMATION TABLE
<SEQUENCE>2
<FILENAME>form13fInfoTable.xml
<TEXT>
<XML>
<informationTable xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable">		<infoTable>
			<nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>007903107</cusip>
			<value>7461</value>
			<shrsOrPrnAmt>
				<sshPrnamt>72505</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>72505</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AECOM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00766T100</cusip>
			<value>6010</value>
			<shrsOrPrnAmt>
				<sshPrnamt>95175</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>95175</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00846U101</cusip>
			<value>7118</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45183</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45183</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AKAMAI TECHNOLOGIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00971T101</cusip>
			<value>3485</value>
			<shrsOrPrnAmt>
				<sshPrnamt>33322</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>33322</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALPHABET INC</nameOfIssuer>
			<titleOfClass>CAP STK CL A</titleOfClass>
			<cusip>02079K305</cusip>
			<value>8288</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMBARELLA INC</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G037AX101</cusip>
			<value>4672</value>
			<shrsOrPrnAmt>
				<sshPrnamt>30000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>30000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMC ENTMT HLDGS INC</nameOfIssuer>
			<titleOfClass>CL A COM</titleOfClass>
			<cusip>00165C104</cusip>
			<value>7612</value>
			<shrsOrPrnAmt>
				<sshPrnamt>200000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>200000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ANALOG DEVICES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>032654105</cusip>
			<value>11729</value>
			<shrsOrPrnAmt>
				<sshPrnamt>70033</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>70033</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ANAPLAN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>03272L108</cusip>
			<value>3958</value>
			<shrsOrPrnAmt>
				<sshPrnamt>65000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>65000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ANSYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>03662Q105</cusip>
			<value>7141</value>
			<shrsOrPrnAmt>
				<sshPrnamt>20975</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>20975</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ANTHEM INC</nameOfIssuer>
			<titleOfClass>NOTE  2.750%10/1</titleOfClass>
			<cusip>94973VBG1</cusip>
			<value>528</value>
			<shrsOrPrnAmt>
				<sshPrnamt>100000</sshPrnamt>
				<sshPrnamtType>PRN</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>100000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AXON ENTERPRISE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>05464C101</cusip>
			<value>5730</value>
			<shrsOrPrnAmt>
				<sshPrnamt>32737</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>32737</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>B &amp; G FOODS INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>05508R106</cusip>
			<value>22268</value>
			<shrsOrPrnAmt>
				<sshPrnamt>745000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>745000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BEYOND MEAT INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>08862E109</cusip>
			<value>5263</value>
			<shrsOrPrnAmt>
				<sshPrnamt>50000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>50000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BIO-TECHNE CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>09073M104</cusip>
			<value>33264</value>
			<shrsOrPrnAmt>
				<sshPrnamt>68647</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>68647</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BIOLIFE SOLUTIONS INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>09062W204</cusip>
			<value>4403</value>
			<shrsOrPrnAmt>
				<sshPrnamt>104032</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>104032</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>BROOKS AUTOMATION INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>114340102</cusip>
			<value>11167</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>109107</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>CADENCE DESIGN SYSTEM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>127387108</cusip>
			<value>6887</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45480</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45480</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CAE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>124765108</cusip>
			<value>16373</value>
			<shrsOrPrnAmt>
				<sshPrnamt>548128</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>548128</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHARLES RIV LABS INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>159864107</cusip>
			<value>49391</value>
			<shrsOrPrnAmt>
				<sshPrnamt>119687</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>119687</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHEMOURS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>163851108</cusip>
			<value>7178</value>
			<shrsOrPrnAmt>
				<sshPrnamt>247000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>247000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CLEAN HARBORS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>184496107</cusip>
			<value>10283</value>
			<shrsOrPrnAmt>
				<sshPrnamt>99000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Call</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>99000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CLEAN HARBORS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>184496107</cusip>
			<value>34992</value>
			<shrsOrPrnAmt>
				<sshPrnamt>336881</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>336881</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COINBASE GLOBAL INC</nameOfIssuer>
			<titleOfClass>COM CL A</titleOfClass>
			<cusip>19260Q107</cusip>
			<value>29572</value>
			<shrsOrPrnAmt>
				<sshPrnamt>130000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>130000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COUPA SOFTWARE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>22266L106</cusip>
			<value>3288</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CROWDSTRIKE HLDGS INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>22788C105</cusip>
			<value>10075</value>
			<shrsOrPrnAmt>
				<sshPrnamt>40991</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>40991</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CROWN CASTLE INTL CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>22822V101</cusip>
			<value>5636</value>
			<shrsOrPrnAmt>
				<sshPrnamt>32520</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>32520</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DANAHER CORPORATION</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>235851102</cusip>
			<value>10737</value>
			<shrsOrPrnAmt>
				<sshPrnamt>35268</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>35268</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DATADOG INC</nameOfIssuer>
			<titleOfClass>CL A COM</titleOfClass>
			<cusip>23804L103</cusip>
			<value>4192</value>
			<shrsOrPrnAmt>
				<sshPrnamt>29660</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29660</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DOMINOS PIZZA INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>25754A201</cusip>
			<value>6119</value>
			<shrsOrPrnAmt>
				<sshPrnamt>12830</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12830</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EASTGROUP PPTYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>277276101</cusip>
			<value>23561</value>
			<shrsOrPrnAmt>
				<sshPrnamt>141400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>141400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ELASTIC N V</nameOfIssuer>
			<titleOfClass>ORD SHS</titleOfClass>
			<cusip>N14506104</cusip>
			<value>7905</value>
			<shrsOrPrnAmt>
				<sshPrnamt>53060</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>53060</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EMPIRE ST RLTY TR INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>292104106</cusip>
			<value>1976</value>
			<shrsOrPrnAmt>
				<sshPrnamt>197000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>197000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>29362U104</cusip>
			<value>11063</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87868</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>87868</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EXPONENT INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30214U102</cusip>
			<value>22891</value>
			<shrsOrPrnAmt>
				<sshPrnamt>202308</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>202308</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FACEBOOK INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>30303M102</cusip>
			<value>11837</value>
			<shrsOrPrnAmt>
				<sshPrnamt>34876</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>34876</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FAIR ISAAC CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>303250104</cusip>
			<value>13958</value>
			<shrsOrPrnAmt>
				<sshPrnamt>35077</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>35077</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FIRST INDL RLTY TR INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>32054K103</cusip>
			<value>260</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FOOT LOCKER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>344849104</cusip>
			<value>12191</value>
			<shrsOrPrnAmt>
				<sshPrnamt>267000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>267000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>345370860</cusip>
			<value>9813</value>
			<shrsOrPrnAmt>
				<sshPrnamt>693000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>693000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GAMESTOP CORP NEW</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>36467W109</cusip>
			<value>8598</value>
			<shrsOrPrnAmt>
				<sshPrnamt>49000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>49000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GAMING &amp; LEISURE PPTYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>36467J108</cusip>
			<value>252</value>
			<shrsOrPrnAmt>
				<sshPrnamt>5438</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>5438</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>37045V100</cusip>
			<value>105</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>37045V100</cusip>
			<value>10542</value>
			<shrsOrPrnAmt>
				<sshPrnamt>200000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>200000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INMODE LTD</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>M5425M103</cusip>
			<value>20374</value>
			<shrsOrPrnAmt>
				<sshPrnamt>127777</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>127777</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INTUITIVE SURGICAL INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>46120E602</cusip>
			<value>7322</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7365</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7365</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INVESCO EXCH TRADED FD TR II</nameOfIssuer>
			<titleOfClass>SR LN ETF</titleOfClass>
			<cusip>46138G508</cusip>
			<value>387</value>
			<shrsOrPrnAmt>
				<sshPrnamt>17500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>17500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LABORATORY CORP AMER HLDGS</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>50540R409</cusip>
			<value>18310</value>
			<shrsOrPrnAmt>
				<sshPrnamt>65060</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>65060</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LANDSTAR SYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>515098101</cusip>
			<value>7023</value>
			<shrsOrPrnAmt>
				<sshPrnamt>44500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>44500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LEMONADE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>52567D107</cusip>
			<value>16753</value>
			<shrsOrPrnAmt>
				<sshPrnamt>250000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>250000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LEVI STRAUSS &amp; CO NEW</nameOfIssuer>
			<titleOfClass>CL A COM STK</titleOfClass>
			<cusip>52736R102</cusip>
			<value>8890</value>
			<shrsOrPrnAmt>
				<sshPrnamt>362707</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>362707</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LIVERAMP HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>53815P108</cusip>
			<value>17329</value>
			<shrsOrPrnAmt>
				<sshPrnamt>366900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>366900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>573874104</cusip>
			<value>12287</value>
			<shrsOrPrnAmt>
				<sshPrnamt>203738</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>203738</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>57636Q104</cusip>
			<value>3475</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9995</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9995</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MEDICAL PPTYS TRUST INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58463J304</cusip>
			<value>201</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>10000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MICROCHIP TECHNOLOGY INC.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>595017104</cusip>
			<value>4519</value>
			<shrsOrPrnAmt>
				<sshPrnamt>29440</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29440</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>594918104</cusip>
			<value>17965</value>
			<shrsOrPrnAmt>
				<sshPrnamt>63723</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>63723</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MONTROSE ENVIRONMENTAL GROUP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>615111101</cusip>
			<value>17493</value>
			<shrsOrPrnAmt>
				<sshPrnamt>283339</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>283339</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MP MATERIALS CORP</nameOfIssuer>
			<titleOfClass>COM CL A</titleOfClass>
			<cusip>553368101</cusip>
			<value>5083</value>
			<shrsOrPrnAmt>
				<sshPrnamt>157717</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>157717</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MP MATERIALS CORP</nameOfIssuer>
			<titleOfClass>COM CL A</titleOfClass>
			<cusip>553368101</cusip>
			<value>7220</value>
			<shrsOrPrnAmt>
				<sshPrnamt>224000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Call</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>224000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NANO X IMAGING LTD</nameOfIssuer>
			<titleOfClass>ORD SHS</titleOfClass>
			<cusip>M70700105</cusip>
			<value>12240</value>
			<shrsOrPrnAmt>
				<sshPrnamt>544000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>544000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NEW RELIC INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>64829B100</cusip>
			<value>10681</value>
			<shrsOrPrnAmt>
				<sshPrnamt>148823</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>148823</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NORTHROP GRUMMAN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>666807102</cusip>
			<value>1529</value>
			<shrsOrPrnAmt>
				<sshPrnamt>4245</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>4245</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NOVANTA INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>67000B104</cusip>
			<value>3863</value>
			<shrsOrPrnAmt>
				<sshPrnamt>25000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>25000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>67020Y100</cusip>
			<value>36583</value>
			<shrsOrPrnAmt>
				<sshPrnamt>664668</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>664668</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NV5 GLOBAL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>62945V109</cusip>
			<value>976</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>67066G104</cusip>
			<value>7170</value>
			<shrsOrPrnAmt>
				<sshPrnamt>34610</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>34610</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>N6596X109</cusip>
			<value>11778</value>
			<shrsOrPrnAmt>
				<sshPrnamt>60130</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>60130</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>OLIN CORP</nameOfIssuer>
			<titleOfClass>COM PAR $1</titleOfClass>
			<cusip>680665205</cusip>
			<value>5066</value>
			<shrsOrPrnAmt>
				<sshPrnamt>105000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>105000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>682189105</cusip>
			<value>18206</value>
			<shrsOrPrnAmt>
				<sshPrnamt>397763</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>397763</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
			<titleOfClass>NOTE  1.625%10/1</titleOfClass>
			<cusip>682189AP0</cusip>
			<value>450</value>
			<shrsOrPrnAmt>
				<sshPrnamt>200000</sshPrnamt>
				<sshPrnamtType>PRN</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>200000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PACIFIC BIOSCIENCES CALIF IN</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>69404D108</cusip>
			<value>7665</value>
			<shrsOrPrnAmt>
				<sshPrnamt>300000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>300000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>70450Y103</cusip>
			<value>16656</value>
			<shrsOrPrnAmt>
				<sshPrnamt>64011</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>64011</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PINTEREST INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>72352L106</cusip>
			<value>3179</value>
			<shrsOrPrnAmt>
				<sshPrnamt>62401</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>62401</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>POOL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>73278L105</cusip>
			<value>6893</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15867</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15867</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PROCTER AND GAMBLE CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>742718109</cusip>
			<value>7689</value>
			<shrsOrPrnAmt>
				<sshPrnamt>55000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PROLOGIS INC.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74340W103</cusip>
			<value>14451</value>
			<shrsOrPrnAmt>
				<sshPrnamt>115215</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>115215</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ROBINHOOD MKTS INC</nameOfIssuer>
			<titleOfClass>COM CL A</titleOfClass>
			<cusip>770700102</cusip>
			<value>14602</value>
			<shrsOrPrnAmt>
				<sshPrnamt>347000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>347000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>773903109</cusip>
			<value>4993</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16982</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>16982</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SALESFORCE COM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>79466L302</cusip>
			<value>41573</value>
			<shrsOrPrnAmt>
				<sshPrnamt>153282</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>153282</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SEMTECH CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>816850101</cusip>
			<value>4246</value>
			<shrsOrPrnAmt>
				<sshPrnamt>54460</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>54460</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SHIFT4 PMTS INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>82452J109</cusip>
			<value>2533</value>
			<shrsOrPrnAmt>
				<sshPrnamt>32677</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>32677</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SONOS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>83570H108</cusip>
			<value>11045</value>
			<shrsOrPrnAmt>
				<sshPrnamt>341304</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>341304</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SONOS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>83570H108</cusip>
			<value>26338</value>
			<shrsOrPrnAmt>
				<sshPrnamt>813900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Call</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>813900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STEEL DYNAMICS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>858119100</cusip>
			<value>2766</value>
			<shrsOrPrnAmt>
				<sshPrnamt>47293</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>47293</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SYNOPSYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>871607107</cusip>
			<value>8518</value>
			<shrsOrPrnAmt>
				<sshPrnamt>28450</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>28450</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
			<titleOfClass>SPONSORED ADS</titleOfClass>
			<cusip>874039100</cusip>
			<value>6600</value>
			<shrsOrPrnAmt>
				<sshPrnamt>59110</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>59110</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TECK RESOURCES LTD</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>878742204</cusip>
			<value>2491</value>
			<shrsOrPrnAmt>
				<sshPrnamt>100000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Call</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>100000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TECK RESOURCES LTD</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>878742204</cusip>
			<value>4690</value>
			<shrsOrPrnAmt>
				<sshPrnamt>188276</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>188276</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TELEDYNE TECHNOLOGIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>879360105</cusip>
			<value>6787</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TERADYNE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>880770102</cusip>
			<value>23976</value>
			<shrsOrPrnAmt>
				<sshPrnamt>219623</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>219623</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TETRA TECH INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>88162G103</cusip>
			<value>8308</value>
			<shrsOrPrnAmt>
				<sshPrnamt>55631</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55631</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>883556102</cusip>
			<value>5713</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>10000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TRUPANION INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>898202106</cusip>
			<value>23301</value>
			<shrsOrPrnAmt>
				<sshPrnamt>300000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>300000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UNITED RENTALS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>911363109</cusip>
			<value>16297</value>
			<shrsOrPrnAmt>
				<sshPrnamt>46440</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>46440</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VIACOMCBS INC</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>92556H206</cusip>
			<value>12485</value>
			<shrsOrPrnAmt>
				<sshPrnamt>316000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<putCall>Put</putCall>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>316000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VISA INC</nameOfIssuer>
			<titleOfClass>COM CL A</titleOfClass>
			<cusip>92826C839</cusip>
			<value>23000</value>
			<shrsOrPrnAmt>
				<sshPrnamt>103257</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>103257</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VULCAN MATLS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>929160109</cusip>
			<value>4593</value>
			<shrsOrPrnAmt>
				<sshPrnamt>27150</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>27150</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>W &amp; T OFFSHORE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92922P106</cusip>
			<value>186</value>
			<shrsOrPrnAmt>
				<sshPrnamt>50000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>50000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WATERS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>941848103</cusip>
			<value>4762</value>
			<shrsOrPrnAmt>
				<sshPrnamt>13327</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>13327</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WATSCO INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>942622200</cusip>
			<value>15261</value>
			<shrsOrPrnAmt>
				<sshPrnamt>57671</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>57671</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WELLTOWER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>95040Q104</cusip>
			<value>17756</value>
			<shrsOrPrnAmt>
				<sshPrnamt>215490</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>215490</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>YUM BRANDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>988498101</cusip>
			<value>6641</value>
			<shrsOrPrnAmt>
				<sshPrnamt>54300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>54300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ZSCALER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>98980G102</cusip>
			<value>18901</value>
			<shrsOrPrnAmt>
				<sshPrnamt>72080</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>72080</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
</informationTable>
</XML>
</TEXT>
</DOCUMENT>
</SEC-DOCUMENT>