Governors Lane LP Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$1.2B

Holdings

115

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (115 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	UNHUNITEDHEALTH GROUP INC	190,934	$67.0M	5.67%
2	BKNGBOOKING HOLDINGS INC	22,216	$49.5M	4.19%
3	ALXNALEXION PHARMACEUTICALS INC	313,400	$49.0M	4.15%
4	ACCUSDAMERICAN CAMPUS CMNTYS INC	1,136,161	$48.6M	4.11%
5	MSFTMICROSOFT CORP	214,449	$47.7M	4.04%
6	—BIOTELEMETRY INC	653,000	$47.1M	3.99%
7	—MGM GROWTH PPTYS LLC	1,445,009	$45.2M	3.83%
8	HCAHCA HEALTHCARE INC	258,784	$42.6M	3.60%
9	WORKSLACK TECHNOLOGIES INC	857,500	$36.2M	3.07%
10	METAFACEBOOK INC	129,833	$35.5M	3.00%
11	FEFIRSTENERGY CORP	1,128,020	$34.5M	2.92%	Call
12	PCGPG&E CORP	2,166,089	$27.0M	2.29%	Put
13	CCKCROWN HLDGS INC	233,519	$23.4M	1.98%
14	CLGXCORELOGIC INC	296,800	$22.9M	1.94%
15	—TPG PACE TECH OPPORTUNITIES	1,750,000	$19.4M	1.64%
16	GMGENERAL MTRS CO	460,813	$19.2M	1.62%	Call
17	—ARTIUS ACQUISITION INC	1,800,000	$19.1M	1.62%
18	LVSLAS VEGAS SANDS CORP	320,000	$19.1M	1.61%	Call
19	—REINVENT TECHNOLOGY PARTNERS	1,494,500	$17.3M	1.46%
20	—SOCIAL CAPITAL HEDOSOPHA HLD	1,300,000	$16.2M	1.37%
21	WTWWILLIS TOWERS WATSON PLC LTD	76,719	$16.2M	1.37%
22	—CC NEUBERGER PRIN HLDGS II	1,500,000	$15.6M	1.32%
23	—GO ACQUISITION CORP	1,500,000	$15.3M	1.29%
24	—CHURCHILL CAPITAL CORP IV	1,450,000	$14.5M	1.23%
25	VICIVICI PPTYS INC	560,000	$14.3M	1.21%
26	—FOLEY TRASIMENE ACQUISTN COR	1,272,474	$14.2M	1.20%
27	—DMY TECHNOLOGY GROUP INC III	1,200,000	$13.7M	1.16%
28	—STAR PEAK ENERGY TRANSITION	639,704	$13.1M	1.11%
29	—SOCIAL CAPITAL HEDOSOPHA HLD	1,000,000	$12.3M	1.04%
30	AZOAUTOZONE INC	10,181	$12.1M	1.02%
31	—JAWS ACQUISITION CORP	885,800	$11.9M	1.01%
32	—FIRSTMARK HORIZON ACQUISITIO	1,100,000	$11.7M	0.99%
33	—SOCIAL CAPITAL HEDOSOPHA HLD	822,619	$11.3M	0.95%
34	—MOTIVE CAPITAL CORP	1,000,000	$10.5M	0.89%
35	PLNTPLANET FITNESS INC	135,387	$10.5M	0.89%
36	—CAPITOL INVESTMENT CORP V	1,000,000	$10.3M	0.87%
37	—SENIOR CONNECT ACQUISITN COR	1,000,000	$10.3M	0.87%
38	—BOWX ACQUISITION CORP	1,000,000	$10.3M	0.87%
39	—CARNEY TECHNOLOGY ACQU CORP	1,000,000	$10.3M	0.87%
40	—CHP MERGER CORP	1,000,000	$10.3M	0.87%
41	—EQUITY DISTR ACQUISITION COR	1,000,000	$10.2M	0.87%
42	—EXECUTIVE NETWORK PARTNERING	400,000	$10.0M	0.85%
43	GRA1EURGRACE W R & CO DEL NEW	179,726	$9.9M	0.83%
44	—LUX HEALTH TECH ACQUISITION	850,000	$9.8M	0.83%
45	—TPG PACE BEN FIN CORP	371,109	$9.6M	0.81%
46	—ONE	760,918	$8.2M	0.69%
47	DMYDDMY TECHNOLOGY GROUP INC II	455,000	$8.0M	0.68%
48	—POPULATION HEALTH INVS CO IN	735,000	$7.7M	0.65%
49	—GS ACQUISITION HLDGS CORP II	700,000	$7.6M	0.65%
50	BABAALIBABA GROUP HLDG LTD	32,500	$7.6M	0.64%	Call
51	—REVOLUTION ACCELERTN ACQU CO	700,000	$7.3M	0.62%
52	—ALTITUDE ACQUISITION CORP	700,000	$7.2M	0.61%
53	—AJAX I	600,000	$7.1M	0.60%
54	TMUST-MOBILE US INC	50,900	$6.9M	0.58%
55	TIFEURTIFFANY & CO NEW	51,900	$6.8M	0.58%
56	—ARYA SCIENCES ACQUISITION CO	600,000	$6.5M	0.55%
57	ARMKARAMARK	159,882	$6.2M	0.52%
58	—CM LIFE SCIENCES INC	500,000	$5.5M	0.47%
59	—MARQUEE RAINE ACQUISITION CO	500,000	$5.4M	0.46%
60	—LUMINAR TECHNOLOGIES INC	309,137	$5.3M	0.45%
61	—CITIC CAPITAL ACQUISITION CO	487,932	$5.1M	0.43%
62	—JAWS SPITFIRE ACQUISITION CO	425,000	$4.7M	0.40%
63	—HUMANCO ACQUISITION CORP	400,000	$4.4M	0.37%
64	—SUPERNOVA PARTNERS ACQUISITI	375,000	$4.4M	0.37%
65	MXIMMAXIM INTEGRATED PRODS INC	47,700	$4.2M	0.36%
66	—CBRE ACQUISITION HLDGS INC	400,000	$4.2M	0.35%
67	IMTXIMMATICS N.V	386,555	$4.2M	0.35%
68	—FRAZIER LIFESCIENCES ACQU CO	400,000	$4.2M	0.35%
69	—SUPERNOVA PARTNERS ACQUISITI	375,000	$4.1M	0.35%
70	SPYSPDR S&P 500 ETF TR	9,760	$3.6M	0.31%
71	—VY GLOBAL GROWTH	350,000	$3.6M	0.31%
72	CERE1EURCEREVEL THERAPEUTICS HLDNG I	191,104	$3.2M	0.27%
73	—HIGHLAND TRANSCEND PARTNERS	300,000	$3.1M	0.27%
74	—DMY TECHNOLOGY GROUP INC II	669,000	$2.8M	0.24%
75	—CC NEUBERGER PRINCIPAL HLDNG	239,675	$2.6M	0.22%
76	—VG ACQUISITION CORP	200,000	$2.3M	0.19%
77	—REINVENT TECHNOLOGY PARTNERS	200,000	$2.3M	0.19%
78	—SKILLZ INC	292,954	$2.2M	0.19%
79	—JAWS ACQUISITION CORP	762,594	$2.0M	0.17%
80	—HEALTH SCIENCES ACQ CORP 2	131,250	$1.7M	0.14%
81	—HEALTH ASSURN ACQUISITION CO	150,000	$1.7M	0.14%
82	—STAR PEAK ENERGY TRANSITION	266,666	$1.6M	0.13%
83	—SOCIAL CAPITAL HEDOSOPHA HLD	423,000	$1.5M	0.13%
84	—SOCIAL CAPITAL HEDOSOPHA HLD	434,095	$1.4M	0.12%
85	IMTXIMMATICS N.V	479,305	$1.4M	0.12%
86	—ARTIUS ACQUISITION INC	566,666	$1.3M	0.11%
87	—REINVENT TECHNOLOGY PARTNERS	387,500	$1.3M	0.11%
88	—NORTHERN GENESIS ACQUISITION	65,779	$1.2M	0.10%
89	—CEREVEL THERAPEUTICS HLDNG I	196,034	$1.1M	0.09%
90	—FOLEY TRASIMENE ACQUISTN COR	406,600	$1.0M	0.09%
91	—TPG PACE BEN FIN CORP	138,140	$1.0M	0.09%
92	—FIRSTMARK HORIZON ACQUISITIO	369,400	$936K	0.08%
93	—SOCIAL CAPITAL HEDOSOPHA HLD	212,500	$786K	0.07%
94	—TPG PACE TECH OPPORTUNITIES	350,000	$753K	0.06%
95	INACGO ACQUISITION CORP	500,000	$750K	0.06%
96	—CC NEUBERGER PRIN HLDGS II	375,000	$673K	0.06%
97	—CHP MERGER CORP	500,000	$650K	0.06%
98	—EQUITY DISTR ACQUISITION COR	333,333	$597K	0.05%
99	—VG ACQUISITION CORP	216,667	$574K	0.05%
100	—BOWX ACQUISITION CORP	333,333	$570K	0.05%

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