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
AARONS INC COM PAR $0.50 002535300 35,464 626,020 SH   SOLE   626,020 0 0
AECOM COM 00766T100 22,041 526,800 SH   SOLE   526,800 0 0
ANTERIX INC COM 03676C100 7,767 237,457 SH   SOLE   237,457 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 39,924 892,159 SH   SOLE   892,159 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 43,959 501,015 SH   SOLE   501,015 0 0
CHANGE HEALTHCARE INC COM 15912K100 66,180 4,560,997 SH   SOLE   4,560,997 0 0
CHURCHILL DOWNS INC COM 171484108 5,373 32,800 SH   SOLE   32,800 0 0
CLOUDERA INC COM 18914U100 3,453 317,053 SH   SOLE   317,053 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 39,745 3,325,927 SH   SOLE   3,325,927 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 2,506 33,500 SH   SOLE   33,500 0 0
FRONTDOOR INC COM 35905A109 50,069 1,286,797 SH   SOLE   1,286,797 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 4,550 322,900 SH   SOLE   322,900 0 0
INTEGER HLDGS CORP COM 45826H109 39,313 666,216 SH   SOLE   666,216 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 164,769 1,100,000 SH Put SOLE   1,100,000 0 0
JAWS ACQUISITION CORP SHS G50744104 8,044 772,700 SH   SOLE   772,700 0 0
KAR AUCTION SVCS INC COM 48238T109 713 49,500 SH   SOLE   49,500 0 0
KBR INC COM 48242W106 15,458 691,329 SH   SOLE   691,329 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 1,592 195,600 SH   SOLE   195,600 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 905 43,331 SH   SOLE   43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 30,791 1,465,553 SH   SOLE   1,465,553 0 0
LITHIA MTRS INC CL A 536797103 45,725 200,600 SH   SOLE   200,600 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 35,270 1,311,647 SH   SOLE   1,311,647 0 0
MAGELLAN HEALTH INC COM NEW 559079207 42,284 557,989 SH   SOLE   557,989 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 3,850 137,588 SH   SOLE   137,588 0 0
ONESPAN INC COM 68287N100 11,483 547,870 SH   SOLE   547,870 0 0
RETAIL VALUE INC COM 76133Q102 5,046 401,430 SH   SOLE   401,430 0 0
RMR GROUP INC CL A 74967R106 23,656 861,141 SH   SOLE   861,141 0 0
SEALED AIR CORP NEW COM 81211K100 43,628 1,124,133 SH   SOLE   1,124,133 0 0
SEASPINE HLDGS CORP COM 81255T108 9,965 696,824 SH   SOLE   696,824 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 33,423 838,100 SH   SOLE   838,100 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 7,027 365,437 SH   SOLE   365,437 0 0
SOCIAL CAP HEDSPIA HLDG CO I *W EXP 99/99/999 G8251K115 855 221,566 SH   SOLE   221,566 0 0
SOCIAL CAP HEDSPIA HLDG CO I COM CL A G8251K107 8,282 664,700 SH   SOLE   664,700 0 0
SONOS INC COM 83570H108 50,976 3,358,118 SH   SOLE   3,358,118 0 0
SUPER MICRO COMPUTER INC COM 86800U104 45,367 1,718,461 SH   SOLE   1,718,461 0 0
TALEND S A ADS 874224207 41,230 1,056,104 SH   SOLE   1,056,104 0 0
TEAM INC NOTE 5.000% 8/0 878155AE0 2,820 3,395,000 PRN   SOLE   3,395,000 0 0
TWITTER INC COM 90184L102 38,245 859,429 SH   SOLE   859,429 0 0
UPWORK INC COM 91688F104 66,455 3,810,474 SH   SOLE   3,810,474 0 0
US FOODS HLDG CORP COM 912008109 31,729 1,427,962 SH   SOLE   1,427,962 0 0
VIRTUSA CORP COM 92827P102 29,068 591,295 SH   SOLE   591,295 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 11,547 113,658 SH   SOLE   113,658 0 0
ZILLOW GROUP INC NOTE 1.500% 7/0 98954MAC5 2,854 2,000,000 PRN   SOLE   2,000,000 0 0