The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 20,249 | 1,011,431 | SH | SOLE | 1,011,431 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 32,293 | 196,000 | SH | SOLE | 196,000 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 65,774 | 2,486,721 | SH | SOLE | 2,486,721 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 35,278 | 29,559 | SH | SOLE | 29,559 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 20,999 | 134,517 | SH | SOLE | 134,517 | 0 | 0 | ||
| AVAYA HLDGS CORP | COM | 05351X101 | 35,020 | 1,581,750 | SH | SOLE | 1,581,750 | 0 | 0 | ||
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 18,021 | 845,278 | SH | SOLE | 845,278 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 52,253 | 1,238,806 | SH | SOLE | 1,238,806 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 66,187 | 3,425,821 | SH | SOLE | 3,425,821 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 24,466 | 261,613 | SH | SOLE | 261,613 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 48,488 | 371,614 | SH | SOLE | 371,614 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346232101 | 7,642 | 360,457 | SH | SOLE | 360,457 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 68,382 | 315,533 | SH | SOLE | 315,533 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 34,015 | 1,459,885 | SH | SOLE | 1,459,885 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 35,053 | 393,415 | SH | SOLE | 393,415 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 37,002 | 1,254,746 | SH | SOLE | 1,254,746 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 33,380 | 1,196,000 | SH | SOLE | 1,196,000 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 39,101 | 480,358 | SH | SOLE | 480,358 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 54,222 | 1,689,170 | SH | SOLE | 1,689,170 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 76,393 | 669,119 | SH | SOLE | 669,119 | 0 | 0 | ||