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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
AVANTOR INC COM 05352A100   10,928,592 427,399 SH   SOLE   427,399 0 0
FLEX LTD ORD Y2573F102   21,805,112 762,150 SH   SOLE   762,150 0 0
HERC HLDGS INC COM 42704L104   12,611,224 74,933 SH   SOLE   74,933 0 0
HOLOGIC INC COM 436440101   16,194,865 207,733 SH   SOLE   207,733 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   724,570 11,000 SH   SOLE   11,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   15,704,788 279,097 SH   SOLE   279,097 0 0
PAYPAL HLDGS INC COM 70450Y103   16,747,500 250,000 SH Call SOLE   250,000 0 0
PAYPAL HLDGS INC COM 70450Y103   15,229,172 227,335 SH   SOLE   227,335 0 0
PERRIGO CO PLC SHS G97822103   14,131,410 439,000 SH   SOLE   439,000 0 0
PERRIGO CO PLC SHS G97822103   3,219,000 100,000 SH Call SOLE   100,000 0 0
PHILIP MORRIS INTL INC COM 718172109   8,154,180 89,000 SH   SOLE   89,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   3,427,083 36,300 SH   SOLE   36,300 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   9,291,168 109,295 SH   SOLE   109,295 0 0
SMARTRENT INC COM CL A 83193G107   11,858,636 4,424,864 SH   SOLE   4,424,864 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   901,170 28,500 SH   SOLE   28,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,794,862 83,199 SH   SOLE   83,199 0 0