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
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
QORVO INC COM 74736K101 2,348 330,000 SH   SOLE   0 0 330,000
ALTABA INC COM 021346101 192,292 2,597,133 SH   SOLE   0 0 2,597,133
GAP INC DEL COM 364760108 9,235 296,000 SH   SOLE   0 0 296,000
L BRANDS INC COM 501797104 6,878 180,000 SH   SOLE   0 0 180,000
COTY INC COM CL A 222070203 38,429 2,099,974 SH   SOLE   0 0 2,099,974