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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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
ALPHABET INC CAP STK CL A 02079K305 8,798 3,037 SH   SOLE   3,037 0 0
AMAZON COM INC COM 023135106 240 72 SH   SOLE   72 0 0
ANGI INC COM CL A NEW 00183L102 1,988 215,900 SH   SOLE   215,900 0 0
DISCOVERY INC COM SER C 25470F302 7,381 322,320 SH   SOLE   322,320 0 0
DISH NETWORK CORPORATION CL A 25470M109 324 10,000 SH   SOLE   10,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 10,976 974,800 SH   SOLE   974,800 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 2,181 39,300 SH   SOLE   39,300 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1,190 30,470 SH   SOLE   30,470 0 0
FLEX LTD ORD Y2573F102 5,499 300,000 SH Call SOLE   300,000 0 0
FLEX LTD ORD Y2573F102 10,507 573,200 SH   SOLE   573,200 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2,423 17,200 SH   SOLE   17,200 0 0
HERC HLDGS INC COM 42704L104 330 2,107 SH   SOLE   2,107 0 0
HOLOGIC INC COM 436440101 7,177 93,740 SH   SOLE   93,740 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 412 6,000 SH   SOLE   6,000 0 0
ISHARES TR ISHARES BIOTECH 464287556 1,655 10,845 SH   SOLE   10,845 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 3,555 311,828 SH   SOLE   311,828 0 0
LYFT INC CL A COM 55087P104 4,320 101,100 SH   SOLE   101,100 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 4,489 152,000 SH   SOLE   152,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 3,111 151,700 SH   SOLE   151,700 0 0
PHILIP MORRIS INTL INC COM 718172109 8,028 84,505 SH   SOLE   84,505 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 804 49,942 SH   SOLE   49,942 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 9,548 120,887 SH   SOLE   120,887 0 0
SPDR SER TR S&P METALS MNG 78464A755 269 6,000 SH   SOLE   6,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,869 355,199 SH   SOLE   355,199 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 4,795 117,400 SH   SOLE   117,400 0 0