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 |
| ALTICE USA INC | CL A | 02156K103 | 2,734 | 100,000 | SH | SOLE | NONE | 100,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,515 | 26,000 | SH | SOLE | NONE | 26,000 | 0 | 0 | |
| AMERICOLD RLTY TR | COM | 03064D108 | 8,611 | 245,600 | SH | SOLE | NONE | 245,600 | 0 | 0 | |
| BANK AMER CORP | COM | 060505104 | 5,694 | 161,663 | SH | SOLE | NONE | 161,663 | 0 | 0 | |
| COPART INC | COM | 217204106 | 5,456 | 60,000 | SH | SOLE | NONE | 60,000 | 0 | 0 | |
| CONSTELLIUM SE | CL A SHS | F21107101 | 18,315 | 1,366,817 | SH | SOLE | NONE | 1,366,817 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 2,108 | 22,900 | SH | SOLE | NONE | 22,900 | 0 | 0 | |
| DEVON ENERGY CORP NEW | COM | 25179M103 | 6,075 | 233,938 | SH | SOLE | NONE | 233,938 | 0 | 0 | |
| EQUINIX INC | COM | 29444U700 | 8,756 | 15,000 | SH | SOLE | NONE | 15,000 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 3,038 | 83,000 | SH | SOLE | NONE | 83,000 | 0 | 0 | |
| GARRETT MOTION INC | COM | 366505105 | 999 | 100,000 | SH | SOLE | NONE | 100,000 | 0 | 0 | |
| IAA INC | COM | 449253103 | 8,746 | 185,838 | SH | SOLE | NONE | 185,838 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 10,057 | 120,000 | SH | SOLE | NONE | 120,000 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 10,784 | 494,888 | SH | SOLE | NONE | 494,888 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 10,898 | 500,000 | SH | SOLE | NONE | 500,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 9,462 | 60,000 | SH | SOLE | NONE | 60,000 | 0 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 5,070 | 43,243 | SH | SOLE | NONE | 43,243 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 5,122 | 47,347 | SH | SOLE | NONE | 47,347 | 0 | 0 | |
| SPARK NETWORKS SE | SPONSORED ADR | 846517100 | 205 | 45,292 | SH | SOLE | NONE | 45,292 | 0 | 0 | |
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 958 | 10,000 | SH | SOLE | NONE | 10,000 | 0 | 0 | |