Greenland Capital Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ACELYRIN INC	COM	00445A100	349,657	16,730	SH		SOLE		16,730	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	5,393,598	63,981	SH		SOLE		63,981	0	0
ACUITY BRANDS INC	COM	00508Y102	1,070,783	6,566	SH		SOLE		6,566	0	0
AERCAP HOLDINGS NV	SHS	N00985106	3,184,829	50,139	SH		SOLE		50,139	0	0
AES CORP	COM	00130H105	2,280,300	110,000	SH		SOLE		110,000	0	0
AIR LEASE CORP	CL A	00912X302	1,667,597	39,847	SH		SOLE		39,847	0	0
AIR TRANSPORT SERVICES GRP I	COM	00922R105	666,696	35,331	SH		SOLE		35,331	0	0
ALGONQUIN PWR UTILS CORP	COM	015857105	2,125,454	256,850	SH		SOLE		256,850	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	10,269,053	123,204	SH		SOLE		123,204	0	0
ALLEGION PLC	ORD SHS	G0176J109	2,069,625	17,244	SH		SOLE		17,244	0	0
ALPHABET INC	CAP STK CL A	02079K305	1,141,100	9,533	SH		SOLE		9,533	0	0
ALPHABET INC	CAP STK CL C	02079K107	2,790,536	23,068	SH		SOLE		23,068	0	0
ALPS ETF TR	ALERIAN MLP	00162Q452	1,250,760	31,899	SH		SOLE		31,899	0	0
AMC ENTMT HLDGS INC	CL A COM	00165C104	440,000	100,000	SH	Put	SOLE		100,000	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	1,807,950	51,000	SH		SOLE		51,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	2,327,280	12,000	SH		SOLE		12,000	0	0
AMERICOLD REALTY TRUST INC	COM	03064D108	2,099,500	65,000	SH		SOLE		65,000	0	0
ANTERO RESOURCES CORP	COM	03674X106	4,548,563	197,506	SH		SOLE		197,506	0	0
APTIV PLC	SHS	G6095L109	5,816,169	56,971	SH		SOLE		56,971	0	0
ARCBEST CORP	COM	03937C105	1,580,800	16,000	SH		SOLE		16,000	0	0
ARCBEST CORP	COM	03937C105	2,470,000	25,000	SH	Call	SOLE		0	0	0
ARES MANAGEMENT CORPORATION	CL A COM STK	03990B101	337,225	3,500	SH		SOLE		3,500	0	0
ARK ETF TR	INNOVATION ETF	00214Q104	570,818	12,932	SH		SOLE		12,932	0	0
ASANA INC	CL A	04342Y104	247,443	11,227	SH		SOLE		11,227	0	0
ATI INC	COM	01741R102	6,680,543	151,041	SH		SOLE		151,041	0	0
ATLAS ENERGY SOLUTIONS INC	COM CLASS A	04930R107	774,551	44,617	SH		SOLE		44,617	0	0
ATMUS FILTRATION TECHNOLOGIE	COM	04956D107	1,991,091	90,669	SH		SOLE		90,669	0	0
AVID TECHNOLOGY INC	COM	05367P100	2,112,038	82,825	SH		SOLE		82,825	0	0
AXALTA COATING SYS LTD	COM	G0750C108	2,460,750	75,000	SH		SOLE		75,000	0	0
BAUSCH HEALTH COS INC	COM	071734107	800,000	100,000	SH	Call	SOLE		0	0	0
BEACON ROOFING SUPPLY INC	COM	073685109	1,900,242	22,900	SH	Put	SOLE		22,900	0	0
BLACKBERRY LTD	COM	09228F103	1,659,000	300,000	SH	Call	SOLE		0	0	0
BLACKSTONE INC	COM	09260D107	3,197,610	34,394	SH		SOLE		34,394	0	0
BLACKSTONE MTG TR INC	COM CL A	09257W100	832,400	40,000	SH		SOLE		40,000	0	0
BLOCK INC	CL A	852234103	819,610	12,312	SH		SOLE		12,312	0	0
BRIGHTSPIRE CAPITAL INC	COM CL A	10949T109	7,739,500	1,150,000	SH		SOLE		1,150,000	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	5,500,000	250,000	SH		SOLE		250,000	0	0
BWX TECHNOLOGIES INC	COM	05605H100	4,432,330	61,930	SH		SOLE		61,930	0	0
CARNIVAL CORP	COMMON STOCK	143658300	3,714,500	197,265	SH		SOLE		197,265	0	0
CASELLA WASTE SYS INC	CL A	147448104	598,960	6,622	SH		SOLE		6,622	0	0
CAVA GROUP INC	COM	148929102	924,733	22,582	SH		SOLE		22,582	0	0
CBRE GROUP INC	CL A	12504L109	3,954,790	49,000	SH		SOLE		49,000	0	0
CENTERPOINT ENERGY INC	COM	15189T107	5,056,505	173,465	SH		SOLE		173,465	0	0
CHART INDS INC	COM	16115Q308	2,077,270	13,000	SH		SOLE		13,000	0	0
CITIZENS FINL GROUP INC	COM	174610105	260,800	10,000	SH	Put	SOLE		10,000	0	0
CLEARWAY ENERGY INC	CL C	18539C204	801,108	28,050	SH		SOLE		28,050	0	0
CLOUDFLARE INC	CL A COM	18915M107	769,732	11,775	SH		SOLE		11,775	0	0
CMS ENERGY CORP	COM	125896100	15,890,348	270,474	SH		SOLE		270,474	0	0
COLLIERS INTL GROUP INC	SUB VTG SHS	194693107	1,227,375	12,500	SH		SOLE		12,500	0	0
CONSOLIDATED EDISON INC	COM	209115104	4,044,948	44,745	SH		SOLE		44,745	0	0
COPA HOLDINGS SA	CL A	P31076105	995,220	9,000	SH		SOLE		9,000	0	0
CORTEVA INC	COM	22052L104	2,435,250	42,500	SH		SOLE		42,500	0	0
COSTAR GROUP INC	COM	22160N109	5,262,214	59,126	SH		SOLE		59,126	0	0
COUCHBASE INC	COM	22207T101	901,819	57,005	SH		SOLE		57,005	0	0
COUCHBASE INC	COM	22207T101	1,661,100	105,000	SH	Call	SOLE		0	0	0
COUSINS PPTYS INC	COM NEW	222795502	4,446,000	195,000	SH		SOLE		195,000	0	0
CSX CORP	COM	126408103	11,535,621	338,288	SH		SOLE		338,288	0	0
DEERE & CO	COM	244199105	805,113	1,987	SH		SOLE		1,987	0	0
DOLBY LABORATORIES INC	COM CL A	25659T107	302,001	3,609	SH		SOLE		3,609	0	0
DOMINION ENERGY INC	COM	25746U109	13,220,640	255,274	SH		SOLE		255,274	0	0
DOORDASH INC	CL A	25809K105	826,864	10,820	SH		SOLE		10,820	0	0
DOVER CORP	COM	260003108	2,953,000	20,000	SH		SOLE		20,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	6,004,862	66,914	SH		SOLE		66,914	0	0
DUN & BRADSTREET HLDGS INC	COM	26484T106	984,364	85,079	SH		SOLE		85,079	0	0
EASTGROUP PPTYS INC	COM	277276101	5,728,800	33,000	SH		SOLE		33,000	0	0
ECOLAB INC	COM	278865100	4,401,777	23,578	SH		SOLE		23,578	0	0
ELECTRONIC ARTS INC	COM	285512109	2,594,000	20,000	SH	Call	SOLE		0	0	0
ELLINGTON FINANCIAL INC	COM	28852N109	2,111,400	153,000	SH		SOLE		153,000	0	0
EMERSON ELEC CO	COM	291011104	4,519,500	50,000	SH		SOLE		50,000	0	0
EMPIRE ST RLTY TR INC	CL A	292104106	2,546,600	340,000	SH		SOLE		340,000	0	0
ENBRIDGE INC	COM	29250N105	654,921	17,600	SH		SOLE		17,600	0	0
ENDEAVOR GROUP HLDGS INC	CL A COM	29260Y109	14,836,332	620,248	SH		SOLE		620,248	0	0
ENPHASE ENERGY INC	COM	29355A107	334,123	1,995	SH		SOLE		1,995	0	0
ENTERGY CORP NEW	COM	29364G103	4,705,113	48,322	SH		SOLE		48,322	0	0
ENTERGY CORP NEW	COM	29364G103	9,737,000	100,000	SH	Call	SOLE		0	0	0
EPR PPTYS	COM SH BEN INT	26884U109	895,705	19,139	SH		SOLE		19,139	0	0
EPR PPTYS	COM SH BEN INT	26884U109	2,489,760	53,200	SH	Call	SOLE		0	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	2,675,600	40,000	SH		SOLE		40,000	0	0
ESSENTIAL PPTYS RLTY TR INC	COM	29670E107	4,402,215	187,010	SH		SOLE		187,010	0	0
ESSENTIAL UTILS INC	COM	29670G102	1,190,515	29,830	SH		SOLE		29,830	0	0
EURONAV NV	SHS	B38564108	4,785,046	314,392	SH		SOLE		314,392	0	0
EVERGY INC	COM	30034W106	9,201,676	157,509	SH		SOLE		157,509	0	0
EXELON CORP	COM	30161N101	4,482,419	110,025	SH		SOLE		110,025	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	1,106,917	10,119	SH		SOLE		10,119	0	0
FEDEX CORP	COM	31428X106	3,636,693	14,670	SH		SOLE		14,670	0	0
FIDELITY NATL INFORMATION SV	COM	31620M106	8,247,010	150,768	SH		SOLE		150,768	0	0
FIGS INC	CL A	30260D103	326,913	39,530	SH		SOLE		39,530	0	0
FIRST INDL RLTY TR INC	COM	32054K103	2,780,340	52,818	SH		SOLE		52,818	0	0
FISERV INC	COM	337738108	835,744	6,625	SH		SOLE		6,625	0	0
FOCUS FINL PARTNERS INC	COM CL A	34417P100	700,956	13,349	SH		SOLE		13,349	0	0
FORGEROCK INC	CL A	34631B101	1,881,628	91,608	SH		SOLE		91,608	0	0
FRONTIER GROUP HLDGS INC	COM	35909R108	521,213	53,900	SH	Call	SOLE		0	0	0
FRONTIER GROUP HLDGS INC	COM	35909R108	2,134,237	220,707	SH		SOLE		220,707	0	0
FS KKR CAP CORP	COM	302635206	1,263,387	65,870	SH		SOLE		65,870	0	0
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	2,031,000	25,000	SH		SOLE		25,000	0	0
GENERAL ELECTRIC CO	COM NEW	369604301	2,672,760	24,331	SH		SOLE		24,331	0	0
GETTY RLTY CORP NEW	COM	374297109	2,298,035	67,949	SH		SOLE		67,949	0	0
GITLAB INC	CLASS A COM	37637K108	1,501,356	29,375	SH		SOLE		29,375	0	0
HASHICORP INC	COM CL A	418100103	1,234,727	47,163	SH		SOLE		47,163	0	0
HAYWARD HLDGS INC	COM	421298100	1,953,701	152,039	SH		SOLE		152,039	0	0
HEALTHCARE RLTY TR	CL A COM	42226K105	2,168,900	115,000	SH		SOLE		115,000	0	0
HEALTHPEAK PROPERTIES INC	COM	42250P103	904,500	45,000	SH		SOLE		45,000	0	0
HERTZ GLOBAL HLDGS INC	COM NEW	42806J700	1,195,350	65,000	SH		SOLE		65,000	0	0
HOME DEPOT INC	COM	437076102	2,795,760	9,000	SH		SOLE		9,000	0	0
HONEYWELL INTL INC	COM	438516106	7,553,623	36,403	SH		SOLE		36,403	0	0
HORIZON THERAPEUTICS PUB L	SHS	G46188101	1,500,479	14,589	SH		SOLE		14,589	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	841,500	50,000	SH		SOLE		50,000	0	0
HOWMET AEROSPACE INC	COM	443201108	6,476,649	130,683	SH		SOLE		130,683	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	6,553,514	28,794	SH		SOLE		28,794	0	0
IAC INC	COM NEW	44891N208	5,039,512	80,247	SH		SOLE		80,247	0	0
INGERSOLL RAND INC	COM	45687V106	5,550,437	84,921	SH		SOLE		84,921	0	0
INTUIT	COM	461202103	5,287,971	11,541	SH		SOLE		11,541	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	14,776,800	40,000	SH	Call	SOLE		0	0	0
IROBOT CORP	COM	462726100	406,209	8,977	SH		SOLE		8,977	0	0
ISHARES TR	IBOXX INV CP ETF	464287242	1,351,750	12,500	SH		SOLE		12,500	0	0
ISHARES TR	MORTGE REL ETF	46435G342	840,160	35,600	SH		SOLE		35,600	0	0
ISHARES TR	MORTGE REL ETF	46435G342	861,400	36,500	SH	Call	SOLE		0	0	0
ISHARES TR	MORTGE REL ETF	46435G342	1,309,800	55,500	SH	Put	SOLE		55,500	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	1,404,525	7,500	SH	Call	SOLE		0	0	0
ISHARES TR	U.S. REAL ES ETF	464287739	3,873,098	44,755	SH		SOLE		44,755	0	0
ISHARES TR	U.S. REAL ES ETF	464287739	5,780,872	66,800	SH	Call	SOLE		0	0	0
ITT INC	COM	45073V108	4,779,716	51,279	SH		SOLE		51,279	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	2,362,891	34,677	SH		SOLE		34,677	0	0
KB HOME	COM	48666K109	775,650	15,000	SH		SOLE		15,000	0	0
KENVUE INC	COM	49177J102	2,475,184	93,686	SH		SOLE		93,686	0	0
KILROY RLTY CORP	COM	49427F108	300,900	10,000	SH		SOLE		10,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	757,680	44,000	SH		SOLE		44,000	0	0
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	499049104	4,721,878	84,987	SH		SOLE		84,987	0	0
KODIAK GAS SVCS INC	COM	50012A108	684,256	42,134	SH		SOLE		42,134	0	0
KRANESHARES TR	CSI CHI INTERNET	500767306	538,600	20,000	SH	Call	SOLE		0	0	0
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	50077B207	1,434,000	100,000	SH		SOLE		100,000	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	945,961	4,832	SH		SOLE		4,832	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	15,868,413	65,754	SH		SOLE		65,754	0	0
LABORATORY CORP AMER HLDGS	COMMON STOCK	50540R136	2,173,246	10,476	SH		SOLE		10,476	0	0
LAMAR ADVERTISING CO NEW	CL A	512816109	599,272	6,038	SH		SOLE		6,038	0	0
LEAR CORP	COM NEW	521865204	4,001,743	27,877	SH		SOLE		27,877	0	0
LEIDOS HOLDINGS INC	COM	525327102	7,078,400	80,000	SH		SOLE		80,000	0	0
LENNOX INTL INC	COM	526107107	7,316,685	22,439	SH		SOLE		22,439	0	0
LIBERTY BROADBAND CORP	COM SER C	530307305	3,713,579	46,356	SH		SOLE		46,356	0	0
LIBERTY MEDIA CORP DEL	COM A SIRIUSXM	531229409	1,144,380	34,879	SH		SOLE		34,879	0	0
LIBERTY MEDIA CORP DEL	COM C BRAVES GRP	531229888	2,452,795	61,908	SH		SOLE		61,908	0	0
LIBERTY MEDIA CORP DEL	COM C SIRIUSXM	531229607	17,591,197	537,464	SH		SOLE		537,464	0	0
LIFE STORAGE INC	COM	53223X107	2,898,528	21,800	SH		SOLE		21,800	0	0
LOCKHEED MARTIN CORP	COM	539830109	2,900,394	6,300	SH		SOLE		6,300	0	0
LUCID GROUP INC	COM	549498103	243,217	35,300	SH	Call	SOLE		0	0	0
LXP INDUSTRIAL TRUST	COM	529043101	2,408,250	247,000	SH		SOLE		247,000	0	0
LYFT INC	CL A COM	55087P104	100,695	10,500	SH		SOLE		10,500	0	0
M & T BK CORP	COM	55261F104	618,800	5,000	SH	Put	SOLE		5,000	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	4,952,827	12,593	SH		SOLE		12,593	0	0
MAXEON SOLAR TECHNOLOGIES LT	SHS	Y58473102	309,760	11,000	SH		SOLE		11,000	0	0
MDU RES GROUP INC	COM	552690109	12,041,107	575,029	SH		SOLE		575,029	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	863,921	93,296	SH		SOLE		93,296	0	0
MERCADOLIBRE INC	COM	58733R102	522,409	441	SH		SOLE		441	0	0
MERCURY SYS INC	COM	589378108	1,037,700	30,000	SH		SOLE		30,000	0	0
META PLATFORMS INC	CL A	30303M102	3,269,563	11,393	SH		SOLE		11,393	0	0
NATIONAL FUEL GAS CO	COM	636180101	262,963	5,120	SH		SOLE		5,120	0	0
NATIONAL INSTRS CORP	COM	636518102	3,064,299	53,385	SH		SOLE		53,385	0	0
NCINO INC	COM	63947X101	498,546	16,552	SH		SOLE		16,552	0	0
NEW JERSEY RES CORP	COM	646025106	467,280	9,900	SH		SOLE		9,900	0	0
NEWMARK GROUP INC	CL A	65158N102	1,975,024	317,528	SH		SOLE		317,528	0	0
NISOURCE INC	COM	65473P105	13,139,843	480,433	SH		SOLE		480,433	0	0
NORFOLK SOUTHN CORP	COM	655844108	14,813,097	65,325	SH		SOLE		65,325	0	0
NORTHROP GRUMMAN CORP	COM	666807102	3,305,006	7,251	SH		SOLE		7,251	0	0
NORTHWESTERN CORP	COM NEW	668074305	1,569,017	27,643	SH		SOLE		27,643	0	0
NUVASIVE INC	COM	670704105	2,429,397	58,413	SH		SOLE		58,413	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	6,358,975	123,069	SH		SOLE		123,069	0	0
OAKTREE SPECIALTY LENDING CO	COM	67401P405	5,148,950	265,000	SH		SOLE		265,000	0	0
OGE ENERGY CORP	COM	670837103	1,757,795	48,950	SH		SOLE		48,950	0	0
OKTA INC	CL A	679295105	740,727	10,681	SH		SOLE		10,681	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	1,626,900	4,400	SH	Call	SOLE		0	0	0
OMEGA HEALTHCARE INVS INC	COM	681936100	14,884,650	485,000	SH		SOLE		485,000	0	0
OMNICOM GROUP INC	COM	681919106	1,133,427	11,912	SH		SOLE		11,912	0	0
ONE GAS INC	COM	68235P108	432,594	5,632	SH		SOLE		5,632	0	0
OWL ROCK CAPITAL CORPORATION	COM	69121K104	7,609,140	567,000	SH		SOLE		567,000	0	0
PALO ALTO NETWORKS INC	COM	697435105	522,262	2,044	SH		SOLE		2,044	0	0
PARAMOUNT GLOBAL	CLASS B COM	92556H206	529,517	33,282	SH		SOLE		33,282	0	0
PAYPAL HLDGS INC	COM	70450Y103	450,961	6,758	SH		SOLE		6,758	0	0
PDC ENERGY INC	COM	69327R101	3,422,474	48,109	SH		SOLE		48,109	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	3,136,500	225,000	SH		SOLE		225,000	0	0
PG&E CORP	COM	69331C108	455,622	26,367	SH		SOLE		26,367	0	0
PHILLIPS EDISON & CO INC	COMMON STOCK	71844V201	1,329,120	39,000	SH		SOLE		39,000	0	0
PINNACLE WEST CAP CORP	COM	723484101	2,790,983	34,262	SH		SOLE		34,262	0	0
PINTEREST INC	CL A	72352L106	736,622	26,943	SH		SOLE		26,943	0	0
PLAYTIKA HLDG CORP	COM	72815L107	1,592,065	137,247	SH		SOLE		137,247	0	0
POOL CORP	COM	73278L105	6,170,321	16,470	SH		SOLE		16,470	0	0
Q2 HLDGS INC	COM	74736L109	364,157	11,785	SH		SOLE		11,785	0	0
RAPID7 INC	COM	753422104	5,329,682	117,705	SH		SOLE		117,705	0	0
RBC BEARINGS INC	COM	75524B104	1,957,230	9,000	SH		SOLE		9,000	0	0
REGAL REXNORD CORPORATION	COM	758750103	1,539,000	10,000	SH		SOLE		10,000	0	0
REGENCY CTRS CORP	COM	758849103	5,559,300	90,000	SH		SOLE		90,000	0	0
REPUBLIC SVCS INC	COM	760759100	4,919,820	32,120	SH		SOLE		32,120	0	0
RIVIAN AUTOMOTIVE INC	COM CL A	76954A103	2,082,500	125,000	SH		SOLE		125,000	0	0
ROPER TECHNOLOGIES INC	COM	776696106	14,360,534	29,868	SH		SOLE		29,868	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	4,413,750	375,000	SH		SOLE		375,000	0	0
SABRE CORP	COM	78573M104	2,085,619	653,799	SH		SOLE		653,799	0	0
SAIA INC	COM	78709Y105	342,410	1,000	SH		SOLE		1,000	0	0
SALESFORCE INC	COM	79466L302	10,788,414	51,067	SH		SOLE		51,067	0	0
SAMSARA INC	COM CL A	79589L106	900,575	32,500	SH	Put	SOLE		32,500	0	0
SAVERS VALUE VLG INC	COM	80517M109	2,601,857	109,783	SH		SOLE		109,783	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	1,504,586	6,492	SH		SOLE		6,492	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	6,025,760	26,000	SH	Call	SOLE		0	0	0
SEAGEN INC	COM	81181C104	932,276	4,844	SH		SOLE		4,844	0	0
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	295,562	1,700	SH	Call	SOLE		0	0	0
SENTINELONE INC	CL A	81730H109	2,678,589	177,390	SH		SOLE		177,390	0	0
SERVICENOW INC	COM	81762P102	2,546,848	4,532	SH		SOLE		4,532	0	0
SHERWIN WILLIAMS CO	COM	824348106	982,424	3,700	SH		SOLE		3,700	0	0
SITEONE LANDSCAPE SUPPLY INC	COM	82982L103	5,632,501	33,655	SH		SOLE		33,655	0	0
SIXTH STREET SPECIALTY LENDI	COM	83012A109	381,276	20,400	SH		SOLE		20,400	0	0
SL GREEN RLTY CORP	COM	78440X887	300,500	10,000	SH		SOLE		10,000	0	0
SNOWFLAKE INC	CL A	833445109	3,212,691	18,256	SH		SOLE		18,256	0	0
SOUTHERN CO	COM	842587107	2,574,030	36,641	SH		SOLE		36,641	0	0
SOUTHERN CO	COM	842587107	4,215,000	60,000	SH	Put	SOLE		60,000	0	0
SOUTHWEST AIRLS CO	COM	844741108	2,172,600	60,000	SH	Call	SOLE		0	0	0
SOUTHWEST AIRLS CO	COM	844741108	3,077,850	85,000	SH		SOLE		85,000	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	144,066,000	325,000	SH	Put	SOLE		325,000	0	0
SPLUNK INC	COM	848637104	1,898,799	17,898	SH		SOLE		17,898	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	703,370	4,381	SH		SOLE		4,381	0	0
SUNNOVA ENERGY INTL INC.	COM	86745K104	341,701	18,662	SH		SOLE		18,662	0	0
TFI INTL INC	COM	87241L109	2,279,200	20,000	SH	Call	SOLE		0	0	0
TFI INTL INC	COM	87241L109	5,107,345	44,817	SH		SOLE		44,817	0	0
THE TRADE DESK INC	COM CL A	88339J105	3,444,012	44,600	SH	Put	SOLE		44,600	0	0
THE TRADE DESK INC	COM CL A	88339J105	8,513,273	110,247	SH		SOLE		110,247	0	0
T-MOBILE US INC	COM	872590104	1,956,962	14,089	SH		SOLE		14,089	0	0
TOWER SEMICONDUCTOR LTD	SHS NEW	M87915274	1,134,680	30,242	SH		SOLE		30,242	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	461,702	2,414	SH		SOLE		2,414	0	0
TRICON RESIDENTIAL INC	COM NPV	89612W102	700,906	79,558	SH		SOLE		79,558	0	0
TRIP COM GROUP LTD	ADS	89677Q107	790,860	22,596	SH		SOLE		22,596	0	0
TRIUMPH GROUP INC NEW	COM	896818101	1,184,972	95,794	SH		SOLE		95,794	0	0
TWILIO INC	CL A	90138F102	2,295,728	36,085	SH		SOLE		36,085	0	0
UDR INC	COM	902653104	11,942,880	278,000	SH		SOLE		278,000	0	0
UIPATH INC	CL A	90364P105	182,270	11,000	SH		SOLE		11,000	0	0
UNITED RENTALS INC	COM	911363109	6,630,223	14,887	SH		SOLE		14,887	0	0
URBAN EDGE PPTYS	COM	91704F104	5,902,206	382,515	SH		SOLE		382,515	0	0
URSTADT BIDDLE PPTYS INC	CL A	917286205	318,900	15,000	SH		SOLE		15,000	0	0
V2X INC	COM	92242T101	1,008,050	20,340	SH		SOLE		20,340	0	0
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	250,680	3,000	SH		SOLE		3,000	0	0
VENTAS INC	COM	92276F100	1,725,355	36,500	SH	Call	SOLE		0	0	0
VERIS RESIDENTIAL INC	COM	554489104	1,107,450	69,000	SH		SOLE		69,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	1,129,349	30,367	SH		SOLE		30,367	0	0
VICI PPTYS INC	COM	925652109	5,500,250	175,000	SH		SOLE		175,000	0	0
VIRTU FINL INC	CL A	928254101	563,970	33,000	SH		SOLE		33,000	0	0
VMWARE INC	CL A COM	928563402	347,011	2,415	SH		SOLE		2,415	0	0
VULCAN MATLS CO	COM	929160109	1,103,303	4,894	SH		SOLE		4,894	0	0
WESTLAKE CORPORATION	COM	960413102	1,450,366	12,140	SH		SOLE		12,140	0	0
WEWORK INC	CL A	96209A104	12,936	50,650	SH		SOLE		50,650	0	0
WIX COM LTD	SHS	M98068105	357,948	4,575	SH		SOLE		4,575	0	0
WOODWARD INC	COM	980745103	1,671,042	14,053	SH		SOLE		14,053	0	0
WP CAREY INC	COM	92936U109	776,940	11,500	SH		SOLE		11,500	0	0
XEROX HOLDINGS CORP	COM NEW	98421M106	499,485	33,545	SH		SOLE		33,545	0	0
XPO INC	COM	983793100	560,500	9,500	SH	Put	SOLE		9,500	0	0
ZILLOW GROUP INC	CL C CAP STK	98954M200	2,411,073	47,972	SH		SOLE		47,972	0	0
ZIM INTEGRATED SHIPPING SERV	SHS	M9T951109	265,146	21,400	SH	Call	SOLE		0	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	1,321,556	19,469	SH		SOLE		19,469	0	0