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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   4,841,180 54,870 SH   SOLE   54,870 0 0
AMERESCO INC CL A 02361E108   3,417,430 59,808 SH   SOLE   59,808 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   4,784,250 75,000 SH Put SOLE   75,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   3,118,800 46,000 SH   SOLE   46,000 0 0
AVANTOR INC COM 05352A100   4,117,907 195,254 SH   SOLE   195,254 0 0
AVID TECHNOLOGY INC COM 05367P100   2,039,453 76,700 SH Put SOLE   76,700 0 0
AVID TECHNOLOGY INC COM 05367P100   4,822,603 181,369 SH   SOLE   181,369 0 0
AZENTA INC COM 114340102   3,029,536 52,036 SH   SOLE   52,036 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   5,602,117 250,654 SH   SOLE   250,654 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   6,093,557 574,864 SH   SOLE   574,864 0 0
BRP GROUP INC COM CL A 05589G102   2,897,209 115,243 SH   SOLE   115,243 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   3,748,252 638,544 SH   SOLE   638,544 0 0
EATON CORP PLC SHS G29183103   2,872,185 18,300 SH   SOLE   18,300 0 0
GALLAGHER ARTHUR J & CO COM 363576109   2,865,808 15,200 SH   SOLE   15,200 0 0
HMN FINL INC COM 40424G108   533,714 25,057 SH   SOLE   25,057 0 0
HOLOGIC INC COM 436440101   4,938,059 66,008 SH   SOLE   66,008 0 0
HOME DEPOT INC COM 437076102   4,737,900 15,000 SH Put SOLE   15,000 0 0
HUBBELL INC COM 443510607   2,876,943 12,259 SH   SOLE   12,259 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,103,600 40,000 SH   SOLE   40,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   3,982,400 40,000 SH Call SOLE   40,000 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   6,435,600 30,000 SH Put SOLE   30,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   9,571,900 130,000 SH Put SOLE   130,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   4,126,869 34,370 SH   SOLE   34,370 0 0
JOHNSON CTLS INTL PLC SHS G51502105   3,988,480 62,320 SH   SOLE   62,320 0 0
LOCKHEED MARTIN CORP COM 539830109   2,769,588 5,693 SH   SOLE   5,693 0 0
LPL FINL HLDGS INC COM 50212V100   4,051,383 18,741 SH   SOLE   18,741 0 0
MORGAN STANLEY COM NEW 617446448   2,975,700 35,000 SH   SOLE   35,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   4,050,992 57,797 SH   SOLE   57,797 0 0
NVIDIA CORPORATION COM 67066G104   4,384,200 30,000 SH Put SOLE   30,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,956,726 12,382 SH   SOLE   12,382 0 0
PARSONS CORP DEL COM 70202L102   2,923,924 63,220 SH   SOLE   63,220 0 0
QUANTA SVCS INC COM 74762E102   4,058,400 28,480 SH   SOLE   28,480 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103   7,961,527 673,564 SH   SOLE   673,564 0 0
RH COM 74967X103   3,112,231 11,648 SH   SOLE   11,648 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   3,420,000 100,000 SH Put SOLE   100,000 0 0
TESLA INC COM 88160R101   1,231,800 10,000 SH Put SOLE   10,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,446,170 6,500 SH   SOLE   6,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   4,718,533 345,427 SH   SOLE   345,427 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   2,285,639 8,914 SH   SOLE   8,914 0 0