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
BRINKS CO COM 109696104 68,101 976,354 SH   SOLE   976,354 0 0
BROADCOM INC COM 11135F101 41,833 169,550 SH   SOLE   169,550 0 0
EAGLE MATERIALS INC COM 26969P108 45,339 531,902 SH   SOLE   531,902 0 0
EQUIFAX INC COM 294429105 49,250 377,190 SH   SOLE   377,190 0 0
FORESTAR GROUP INC COM 346232101 11,524 543,571 SH   SOLE   543,571 0 0
GRAY TELEVISION INC COM 389375106 39,031 2,230,349 SH   SOLE   2,230,349 0 0
HCA HEALTHCARE INC COM 40412C101 38,338 275,577 SH   SOLE   275,577 0 0
IQVIA HLDGS INC COM 46266C105 49,164 378,941 SH   SOLE   378,941 0 0
MARINUS PHARMACEUTICALS INC COM 56854Q101 19,055 1,905,469 SH   SOLE   1,905,469 0 0
MEDICINES CO COM 584688105 55,328 1,849,822 SH   SOLE   1,849,822 0 0
MGM RESORTS INTERNATIONAL COM 552953101 59,672 2,138,000 SH   SOLE   2,138,000 0 0
MOMO INC ADR 60879B107 55,660 1,270,779 SH   SOLE   1,270,779 0 0
STARS GROUP INC COM 85570W100 51,485 2,067,674 SH   SOLE   2,067,674 0 0
SUMMIT MATLS INC CL A 86614U100 83,046 4,568,000 SH   SOLE   4,568,000 0 0
SUMMIT MATLS INC CL A 86614U100 27,270 1,500,000 SH Call SOLE   1,500,000 0 0
VERISIGN INC COM 92343E102 2,722 17,000 SH   SOLE   17,000 0 0
VERISIGN INC COM 92343E102 64,048 400,000 SH Call SOLE   400,000 0 0
WYNN RESORTS LTD COM 983134107 29,351 231,000 SH   SOLE   231,000 0 0
XEROX CORP COM NEW 984121608 57,764 2,141,000 SH   SOLE   2,141,000 0 0