The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
8X8 INC NEW | COM | 282914100 | 14,532 | 603,000 | SH | SOLE | 0 | 603,000 | 0 | 0 | |
BILIBILI INC | SPONS ADS REP Z | 090040106 | 4,442 | 273,000 | SH | SOLE | 0 | 273,000 | 0 | 0 | |
CBS CORP NEW | CL B | 124857202 | 7,535 | 151,000 | SH | SOLE | 0 | 151,000 | 0 | 0 | |
CINEMARK HOLDINGS INC | COM | 17243V102 | 6,570 | 182,000 | SH | SOLE | 0 | 182,000 | 0 | 0 | |
CISION LTD | SHS | G1992S109 | 4,469 | 381,000 | SH | SOLE | 0 | 381,000 | 0 | 0 | |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 5,344 | 41,000 | SH | SOLE | 0 | 41,000 | 0 | 0 | |
ECHOSTAR CORP | CL A | 278768106 | 2,881 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | 0 | |
EHEALTH INC | COM | 28238P109 | 4,305 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
FRONTDOOR INC | COM | 35905A109 | 4,224 | 97,000 | SH | SOLE | 0 | 97,000 | 0 | 0 | |
LAUREATE EDUCATION INC | CL A | 518613203 | 12,615 | 803,000 | SH | SOLE | 0 | 803,000 | 0 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 16,636 | 440,000 | SH | SOLE | 0 | 440,000 | 0 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 4,115 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | |
MSCI INC | COM | 55354G100 | 61,321 | 256,800 | SH | Put | SOLE | 0 | 256,800 | 0 | 0 |
SHENANDOAH TELECOMMUNICATION | COM | 82312B106 | 8,205 | 213,000 | SH | SOLE | 0 | 213,000 | 0 | 0 | |
SPRINT CORPORATION | COM | 85207U105 | 11,169 | 1,700,000 | SH | Put | SOLE | 0 | 1,700,000 | 0 | 0 |
T MOBILE US INC | COM | 872590104 | 5,264 | 71,000 | SH | SOLE | 0 | 71,000 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 1,623 | 14,300 | SH | SOLE | 0 | 14,300 | 0 | 0 | |
VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 5,448 | 631,285 | SH | SOLE | 0 | 631,285 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 13,069 | 2,132,000 | SH | SOLE | 0 | 2,132,000 | 0 | 0 |