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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
ALPHABET INC CAP STK CL A 02079K305 8,516 7,055 SH   SOLE   7,055 0 0
ALTABA INC COM 021346101 13,231 194,225 SH   SOLE   194,225 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,735 277,536 SH   SOLE   277,536 0 0
EBAY INC COM 278642103 4,162 126,053 SH   SOLE   126,053 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 9,108 362,994 SH   SOLE   362,994 0 0
HILTON GRAND VACATIONS INC COM 43283X105 1,777 53,675 SH   SOLE   53,675 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,164 48,700 SH   SOLE   48,700 0 0
WILLIAMS COS INC DEL COM 969457100 40,942 1,505,756 SH   SOLE   1,505,756 0 0
WELLS FARGO CO NEW COM 949746101 4,142 78,801 SH   SOLE   78,801 0 0
ISHARES TR PUT 464287952 8,150 65,200 SH   SOLE   65,200 0 0