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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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMETEK INC COM 031100100 1,548,416 6,400 SH Put SOLE 6,400 0 0
BANK OF AMER CORP COM 060505104 1,082,620 19,000 SH Put SOLE 19,000 0 0
CARVANA CO CL A 146869102 2,000,928 30,400 SH Put SOLE 30,400 0 0
FLOWERS FOODS INC COM 343498101 2,867,700 363,000 SH SOLE 363,000 0 0
KB HOME COM 48666K109 1,164,174 18,600 SH Put SOLE 18,600 0 0
KOHLS CORP COM 500255104 5,342,580 301,500 SH SOLE 301,500 0 0
PITNEY BOWES INC COM 724479100 59,627,918 3,403,420 SH SOLE 3,403,420 0 0
SNOWFLAKE INC COM SHS 833445109 839,850 3,300 SH Put SOLE 3,300 0 0
WYNN RESORTS LTD COM 983134107 1,029,154 10,600 SH Put SOLE 10,600 0 0