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   5,151,232 49,660 SH   SOLE   49,660 0 0
BOEING CO COM 097023105   212,430 1,000 SH   SOLE   1,000 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   1,675,550 155,000 SH Call SOLE   155,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   5,494,320 468,000 SH   SOLE   468,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   10,506,229 1,805,194 SH   SOLE   1,805,194 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   3,255,219 39,300 SH   SOLE   39,300 0 0
FLEX LTD ORD Y2573F102   16,639,682 723,150 SH   SOLE   723,150 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,059,191 15,906 SH   SOLE   15,906 0 0
HERC HLDGS INC COM 42704L104   11,382,597 99,935 SH   SOLE   99,935 0 0
HOLOGIC INC COM 436440101   7,628,813 94,533 SH   SOLE   94,533 0 0
ISHARES TR IBOXX HI YD ETF 464288513   1,133,250 15,000 SH Put SOLE   15,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   1,888,750 25,000 SH   SOLE   25,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   254,387 700 SH   SOLE   700 0 0
NEXTRACKER INC CLASS A COM 65290E101   5,892,250 162,500 SH   SOLE   162,500 0 0
PAYPAL HLDGS INC COM 70450Y103   11,409,150 150,239 SH   SOLE   150,239 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   8,049,234 106,995 SH   SOLE   106,995 0 0
SMARTRENT INC COM CL A 83193G107   4,857,878 1,905,050 SH   SOLE   1,905,050 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   57,314,600 140,000 SH Put SOLE   140,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   2,133,880 28,000 SH   SOLE   28,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,567,700 81,000 SH   SOLE   81,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   921,975 28,500 SH   SOLE   28,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   10,921,378 763,199 SH   SOLE   763,199 0 0
VISA INC COM CL A 92826C839   298,735 1,325 SH   SOLE   1,325 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   4,781,475 316,654 SH   SOLE   316,654 0 0