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
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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
ADOBE INC COM 00724F101 313,320 950,000 SH   SOLE   950,000 0 0
ALLERGAN PLC SHS G0177J108 688,212 3,600,000 SH   SOLE   3,600,000 0 0
AMAZON COM INC COM 023135106 129,349 70,000 SH   SOLE   70,000 0 0
AVANTOR INC COM 05352A100 127,050 7,000,000 SH   SOLE   7,000,000 0 0
BAXTER INTL INC COM 071813109 1,463,350 17,500,000 SH   SOLE   17,500,000 0 0
BLACK KNIGHT INC COM 09215C105 122,512 1,900,000 SH   SOLE   1,900,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 226,100 5,000,000 SH   SOLE   5,000,000 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 21,070 7,000,000 SH   SOLE   7,000,000 0 0
BURLINGTON STORES INC COM 122017106 319,242 1,400,000 SH   SOLE   1,400,000 0 0
CAMPBELL SOUP CO COM 134429109 711,648 14,400,000 SH   SOLE   14,400,000 0 0
CANNAE HLDGS INC COM 13765N107 6,508 175,000 SH   SOLE   175,000 0 0
CENTENE CORP DEL COM 15135B101 150,888 2,400,000 SH   SOLE   2,400,000 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 715 250,000 SH   SOLE   250,000 0 0
DANAHER CORPORATION COM 235851102 569,411 3,710,000 SH   SOLE   3,710,000 0 0
FAR PT ACQUISITION CORP CL A FOUNDERS SH 30734W109 162,104 15,692,500 SH   SOLE   15,692,500 0 0
FAR PT ACQUISITION CORP UNIT 06/01/2025 30734W208 43,200 4,000,000 SH   SOLE   4,000,000 0 0
FERRARI N V COM N3167Y103 24,831 150,000 SH   SOLE   150,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 347,725 2,500,000 SH   SOLE   2,500,000 0 0
FIVE BELOW INC COM 33829M101 153,432 1,200,000 SH   SOLE   1,200,000 0 0
FOX CORP CL A COM 35137L105 185,350 5,000,000 SH   SOLE   5,000,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 37,318 1,150,000 SH   SOLE   1,150,000 0 0
GTT COMMUNICATIONS INC COM 362393100 17,252 1,520,000 SH   SOLE   1,520,000 0 0
IAA INC COM 449253103 305,890 6,500,000 SH   SOLE   6,500,000 0 0
IQVIA HLDGS INC COM 46266C105 309,020 2,000,000 SH   SOLE   2,000,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 3,581 42,309 SH   SOLE   42,309 0 0
KADMON HLDGS INC COM 48283N106 42,617 9,407,745 SH   SOLE   9,407,745 0 0
RAYTHEON CO COM NEW 755111507 122,000 555,200 SH   SOLE   555,200 0 0
REPLAY ACQUISITION CORP UNIT 03/01/2024 G75130123 10,370 1,000,000 SH   SOLE   1,000,000 0 0
S&P GLOBAL INC COM 78409V104 218,440 800,000 SH   SOLE   800,000 0 0
SALESFORCE COM INC COM 79466L302 357,808 2,200,000 SH   SOLE   2,200,000 0 0
SONY CORP SPONSORED ADR 835699307 102,000 1,500,000 SH   SOLE   1,500,000 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 149,100 3,000,000 SH   SOLE   3,000,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 47,560 1,000,000 SH   SOLE   1,000,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 779,800 5,207,000 SH   SOLE   5,207,000 0 0
VIACOMCBS INC CL B 92556H206 115,418 2,750,000 SH   SOLE   2,750,000 0 0
VISA INC COM CL A 92826C839 281,850 1,500,000 SH   SOLE   1,500,000 0 0
XP INC CL A G98239109 30,816 800,000 SH   SOLE   800,000 0 0