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
ALLEGRO MICROSYSTEMS INC COM 01749D105   2,257,000 50,000 SH Put SOLE   50,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,456,988 12,172 SH   SOLE   12,172 0 0
AMERESCO INC CL A 02361E108   4,964,637 102,090 SH   SOLE   102,090 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,590,308 8,200 SH   SOLE   8,200 0 0
ANALOG DEVICES INC COM 032654105   1,577,961 8,100 SH   SOLE   8,100 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   960,125 12,500 SH Put SOLE   12,500 0 0
AVANTOR INC COM 05352A100   4,919,063 239,487 SH   SOLE   239,487 0 0
AVID TECHNOLOGY INC COM 05367P100   8,063,279 316,207 SH   SOLE   316,207 0 0
BLACK KNIGHT INC COM 09215C105   4,098,613 68,619 SH   SOLE   68,619 0 0
BLACKSTONE INC COM 09260D107   3,253,950 35,000 SH Put SOLE   35,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   1,785,735 153,282 SH   SOLE   153,282 0 0
BRP GROUP INC COM CL A 05589G102   4,698,709 189,617 SH   SOLE   189,617 0 0
CLARIVATE PLC ORD SHS G21810109   4,851,351 509,061 SH   SOLE   509,061 0 0
CORTEVA INC COM 22052L104   3,409,121 59,496 SH   SOLE   59,496 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   1,835,310 327,734 SH   SOLE   327,734 0 0
EATON CORP PLC SHS G29183103   3,217,600 16,000 SH   SOLE   16,000 0 0
FLEX LTD ORD Y2573F102   2,644,208 95,666 SH   SOLE   95,666 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,183,765 14,500 SH   SOLE   14,500 0 0
HMN FINL INC COM 40424G108   469,568 25,057 SH   SOLE   25,057 0 0
HOLOGIC INC COM 436440101   6,016,071 74,300 SH   SOLE   74,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,744,464 50,800 SH   SOLE   50,800 0 0
IQVIA HLDGS INC COM 46266C105   3,621,719 16,113 SH   SOLE   16,113 0 0
ISHARES TR ISHARES SEMICDTR 464287523   6,340,750 12,500 SH Put SOLE   12,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   29,963,200 160,000 SH Put SOLE   160,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   5,838,926 49,112 SH   SOLE   49,112 0 0
META PLATFORMS INC CL A 30303M102   1,664,484 5,800 SH   SOLE   5,800 0 0
MICROSOFT CORP COM 594918104   1,583,511 4,650 SH   SOLE   4,650 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   9,876,000 150,000 SH Put SOLE   150,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   3,737,596 63,738 SH   SOLE   63,738 0 0
PARSONS CORP DEL COM 70202L102   1,829,320 38,000 SH   SOLE   38,000 0 0
PAYPAL HLDGS INC COM 70450Y103   2,502,375 37,500 SH   SOLE   37,500 0 0
PEPSICO INC COM 713448108   1,537,326 8,300 SH   SOLE   8,300 0 0
PTC INC COM 69370C100   3,201,750 22,500 SH Put SOLE   22,500 0 0
QUANTA SVCS INC COM 74762E102   3,595,035 18,300 SH   SOLE   18,300 0 0
RH COM 74967X103   5,173,904 15,698 SH   SOLE   15,698 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,747,925 9,100 SH   SOLE   9,100 0 0
TJX COS INC NEW COM 872540109   2,450,431 28,900 SH   SOLE   28,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,403,200 5,000 SH   SOLE   5,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,051,788 123,205 SH   SOLE   123,205 0 0
VISA INC COM CL A 92826C839   1,598,953 6,733 SH   SOLE   6,733 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   1,697,177 5,737 SH   SOLE   5,737 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   3,156,026 21,676 SH   SOLE   21,676 0 0