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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   17,833,889 118,160 SH   SOLE 1 118,160 0 0
ALPHABET INC CAP STK CL A 02079K305   2,441,444 16,176 SH   SOLE   16,176 0 0
ALPHABET INC CAP STK CL A 02079K305   19,716,590 130,634 SH   SOLE 2 130,634 0 0
AMAZON COM INC COM 023135106   24,457,544 135,589 SH   SOLE 1 135,589 0 0
AMAZON COM INC COM 023135106   3,348,214 18,562 SH   SOLE   18,562 0 0
AMAZON COM INC COM 023135106   27,039,503 149,903 SH   SOLE 2 149,903 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   13,190,445 337,697 SH   SOLE 1 337,697 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   1,805,744 46,230 SH   SOLE   46,230 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302   14,582,895 373,346 SH   SOLE 2 373,346 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   8,989,824 519,643 SH   SOLE 1 519,643 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   1,230,687 71,138 SH   SOLE   71,138 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   9,938,833 574,499 SH   SOLE 2 574,499 0 0
CARMAX INC COM 143130102   21,219,996 243,600 SH Put SOLE 1 243,600 0 0
CARMAX INC COM 143130102   3,101,116 35,600 SH Put SOLE   35,600 0 0
CARMAX INC COM 143130102   23,589,388 270,800 SH Put SOLE 2 270,800 0 0
EXTRA SPACE STORAGE INC COM 30225T102   9,760,800 66,400 SH Put SOLE 1 66,400 0 0
EXTRA SPACE STORAGE INC COM 30225T102   1,425,900 9,700 SH Put SOLE   9,700 0 0
EXTRA SPACE STORAGE INC COM 30225T102   10,863,300 73,900 SH Put SOLE 2 73,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208   7,636,608 47,350 SH   SOLE 1 47,350 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,045,417 6,482 SH   SOLE   6,482 0 0
CHENIERE ENERGY INC COM NEW 16411R208   8,442,847 52,349 SH   SOLE 2 52,349 0 0
CONSTELLATION BRANDS INC CL A 21036P108   19,978,165 73,514 SH   SOLE 1 73,514 0 0
CONSTELLATION BRANDS INC CL A 21036P108   2,734,993 10,064 SH   SOLE   10,064 0 0
CONSTELLATION BRANDS INC CL A 21036P108   22,087,022 81,274 SH   SOLE 2 81,274 0 0
GODADDY INC CL A 380237107   34,119,551 287,492 SH   SOLE 1 287,492 0 0
GODADDY INC CL A 380237107   4,670,889 39,357 SH   SOLE   39,357 0 0
GODADDY INC CL A 380237107   37,721,370 317,841 SH   SOLE 2 317,841 0 0
IAC INC COM NEW 44891N208   45,799,378 858,631 SH   SOLE 1 858,631 0 0
IAC INC COM NEW 44891N208   6,269,850 117,545 SH   SOLE   117,545 0 0
IAC INC COM NEW 44891N208   50,634,168 949,272 SH   SOLE 2 949,272 0 0
KBR INC COM 48242W106   18,985,322 298,230 SH   SOLE 1 298,230 0 0
KBR INC COM 48242W106   2,599,047 40,827 SH   SOLE   40,827 0 0
KBR INC COM 48242W106   20,989,466 329,712 SH   SOLE 2 329,712 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   5,771,488 87,980 SH   SOLE 1 87,980 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   790,086 12,044 SH   SOLE   12,044 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   6,380,781 97,268 SH   SOLE 2 97,268 0 0
MODEL N INC COM 607525102   4,453,904 156,442 SH   SOLE 1 156,442 0 0
MODEL N INC COM 607525102   636,390 22,353 SH   SOLE   22,353 0 0
MODEL N INC COM 607525102   4,940,228 173,524 SH   SOLE 2 173,524 0 0
RAPID7 INC COM 753422104   21,535,180 439,135 SH   SOLE 1 439,135 0 0
RAPID7 INC COM 753422104   2,948,138 60,117 SH   SOLE   60,117 0 0
RAPID7 INC COM 753422104   23,808,528 485,492 SH   SOLE 2 485,492 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   7,732,565 44,300 SH Put SOLE 1 44,300 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   1,117,120 6,400 SH Put SOLE   6,400 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   8,605,315 49,300 SH Put SOLE 2 49,300 0 0
10X GENOMICS INC CL A COM 88025U109   13,108,328 349,276 SH   SOLE 1 349,276 0 0
10X GENOMICS INC CL A COM 88025U109   1,794,497 47,815 SH   SOLE   47,815 0 0
10X GENOMICS INC CL A COM 88025U109   14,492,097 386,147 SH   SOLE 2 386,147 0 0
TRIMBLE INC COM 896239100   10,607,107 164,809 SH   SOLE 1 164,809 0 0
TRIMBLE INC COM 896239100   1,452,090 22,562 SH   SOLE   22,562 0 0
TRIMBLE INC COM 896239100   11,726,843 182,207 SH   SOLE 2 182,207 0 0
TRUPANION INC COM 898202106   1,223,123 44,300 SH Put SOLE 1 44,300 0 0
TRUPANION INC COM 898202106   179,465 6,500 SH Put SOLE   6,500 0 0
TRUPANION INC COM 898202106   1,358,412 49,200 SH Put SOLE 2 49,200 0 0
WEX INC COM 96208T104   13,042,060 54,907 SH   SOLE 1 54,907 0 0
WEX INC COM 96208T104   1,785,513 7,517 SH   SOLE   7,517 0 0
WEX INC COM 96208T104   14,418,784 60,703 SH   SOLE 2 60,703 0 0