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
ALTABA INC COM 021346101 125,371 1,797,696 SH   SOLE   1,797,696 0 0
ANADARKO PETE CORP COM 032511107 33,876 479,426 SH   SOLE   479,426 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 14,572 184,057 SH   SOLE   184,057 0 0
ATLANTICA YIELD PLC SHS G0751N103 2,528 111,053 SH   SOLE   111,053 0 0
AXALTA COATING SYS LTD COM G0750C108 5,818 194,093 SH   SOLE   194,093 0 0
CELGENE CORP COM 151020104 208,633 2,264,554 SH   SOLE   2,264,554 0 0
CHEVRON CORP NEW COM 166764100 3,703 29,896 SH   SOLE   29,896 0 0
CHURCHILL CAP CORP II UNIT 17143G205 2,030 200,000 SH   SOLE   200,000 0 0
CONSTELLIUM NV CL A N22035104 28,577 2,800,293 SH   SOLE   2,800,293 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,258 56,498 SH   SOLE   56,498 0 0
DIAMOND EAGLE ACQUISITION CO UNIT 25258L208 10,103 1,003,270 SH   SOLE   1,003,270 0 0
GCI LIBERTY INC COM CLASS A 36164V305 12,534 203,998 SH   SOLE   203,998 0 0
GENERAL MLS INC COM 370334104 1,470 28,000 SH   SOLE   28,000 0 0
GENFIT S A ADS 372279109 199 10,004 SH   SOLE   10,004 0 0
II VI INC COM 902104108 525 14,482 SH   SOLE   14,482 0 0
JPMORGAN CHASE & CO COM 46625H100 2,482 56 SH   SOLE   56 0 0
LANDCADIA HLDGS II INC UNIT 51476X204 6,519 651,900 SH   SOLE   651,900 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 29,960 333,300 SH   SOLE   333,300 0 0
MASTERCARD INC CL A 57636Q104 380 1,450 SH   SOLE   1,450 0 0
NVIDIA CORP COM 67066G104 5,517 33,638 SH   SOLE   33,638 0 0
OMNICOM GROUP INC COM 681919106 560 2,881 SH   SOLE   2,881 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,012 12,967 SH   SOLE   12,967 0 0
RED HAT INC COM 756577102 111,221 592,864 SH   SOLE   592,864 0 0
TIFFANY & CO NEW COM 886547108 13,868 149,231 SH   SOLE   149,231 0 0
WABCO HLDGS INC COM 92927K102 26,090 197,368 SH   SOLE   197,368 0 0