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
ADOBE SYS INC COM 00724F101 57,861 214,338 SH   SOLE   214,338 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 57,160 810,314 SH   SOLE   810,314 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 57,346 348,055 SH   SOLE   348,055 0 0
ANTHEM INC COM 036752103 76,714 279,928 SH   SOLE   279,928 0 0
APPLE INC COM 037833100 62,079 275,000 SH   SOLE   275,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 2,987 205,887 SH   SOLE   205,887 0 0
AUTODESK INC COM 052769106 57,266 366,830 SH   SOLE   366,830 0 0
BOSTON SCIENTIFIC CORP COM 101137107 76,031 1,974,819 SH   SOLE   1,974,819 0 0
CARVANA CO CL A 146869102 8,733 147,791 SH   SOLE   147,791 0 0
CONAGRA BRANDS INC COM 205887102 175,308 5,160,671 SH   SOLE   5,160,671 0 0
CRONOS GROUP INC COM 22717L101 3,331 299,848 SH   SOLE   299,848 0 0
DOLLAR TREE INC COM 256746108 30,581 375,000 SH   SOLE   375,000 0 0
DXC TECHNOLOGY CO COM 23355L106 18,803 201,059 SH   SOLE   201,059 0 0
ELECTRONIC ARTS INC COM 285512109 79,280 657,978 SH   SOLE   657,978 0 0
EXACT SCIENCES CORP COM 30063P105 91,824 1,163,513 SH   SOLE   1,163,513 0 0
FALCON MINERALS CORP CL A COM 30607B109 26,665 4,591,496 SH   SOLE   4,591,496 0 0
FARFETCH LTD ORD SH CL A 30744W107 10,688 392,520 SH   SOLE   392,520 0 0
FIRST DATA CORP NEW COM CL A 32008D106 69,536 2,841,683 SH   SOLE   2,841,683 0 0
FIRST DATA CORP NEW COM CL A 32008D106 19,576 800,000 SH Call SOLE   0 0 0
GENERAL MTRS CO COM 37045V100 9,446 280,560 SH   SOLE   280,560 0 0
HAIN CELESTIAL GROUP INC COM 405217100 36,143 1,332,698 SH   SOLE   1,332,698 0 0
HD SUPPLY HLDGS INC COM 40416M105 257,516 6,018,137 SH   SOLE   6,018,137 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 9,290 50,000 SH Put SOLE   50,000 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 6,717 111,522 SH   SOLE   111,522 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 8,564 200,000 SH Call SOLE   0 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 51,504 1,200,000 SH Call SOLE   0 0 0
ISHARES TR 20 YR TR BD ETF 464287432 9,977 85,073 SH   SOLE   85,073 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 10,088 59,850 SH   SOLE   59,850 0 0
JACK IN THE BOX INC COM 466367109 145,489 1,735,524 SH   SOLE   1,735,524 0 0
KEURIG DR PEPPER INC COM 49271V100 75,192 3,245,218 SH   SOLE   3,245,218 0 0
MICROSOFT CORP COM 594918104 38,241 334,359 SH   SOLE   334,359 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 5,801 78,386 SH   SOLE   78,386 0 0
PINNACLE FOODS INC DEL COM 72348P104 632,127 9,753,544 SH   SOLE   9,753,544 0 0
PTC INC COM 69370C100 48,224 454,133 SH   SOLE   454,133 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2,041 74,000 SH   SOLE   74,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 6,895 250,000 SH Call SOLE   0 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 15,012 242,010 SH   SOLE   242,010 0 0
SPDR INDEX SHS FDS EURO STOXX 50 78463X202 10,524 275,000 SH   SOLE   275,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 78,210 269,022 SH   SOLE   269,022 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 145,360 500,000 SH Call SOLE   0 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 4,329 100,000 SH   SOLE   100,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 46,116 1,350,000 SH Call SOLE   0 0 0
SUMMIT MATLS INC CL A 86614U100 1,818 100,000 SH   SOLE   100,000 0 0
SVMK INC COM 78489X103 5,067 316,100 SH   SOLE   316,100 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 62,586 2,905,576 SH   SOLE   2,905,576 0 0
TIFFANY & CO NEW COM 886547108 146,216 1,133,722 SH   SOLE   1,133,722 0 0
TIFFANY & CO NEW COM 886547108 9,492 73,600 SH Call SOLE   0 0 0
UNITED STATES STL CORP NEW COM 912909108 1,981 65,000 SH   SOLE   65,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 18,317 989,052 SH   SOLE   989,052 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 30,928 1,670,000 SH Call SOLE   0 0 0
ZAYO GROUP HLDGS INC COM 98919V105 57,819 1,665,288 SH   SOLE   1,665,288 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 320,875 2,440,672 SH   SOLE   2,440,672 0 0
ZOETIS INC CL A 98978V103 2,930 32,000 SH   SOLE   32,000 0 0