The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 162,508 | 150,344 | SH | SOLE | 150,344 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 170,030 | 602,496 | SH | SOLE | 602,496 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 35,083 | 438,700 | SH | Call | SOLE | 438,700 | 0 | 0 | |
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 145,145 | 1,814,988 | SH | SOLE | 1,814,988 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 79,608 | 1,734,767 | SH | SOLE | 1,734,767 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 43,263 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 119,276 | 3,255,354 | SH | SOLE | 3,255,354 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 90,479 | 341,044 | SH | SOLE | 341,044 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 187,700 | 5,017,381 | SH | SOLE | 5,017,381 | 0 | 0 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 32,526 | 1,483,840 | SH | SOLE | 1,483,840 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 56,295 | 385,000 | SH | Call | SOLE | 385,000 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 141,177 | 965,509 | SH | SOLE | 965,509 | 0 | 0 | ||
| VANECK VECTORS ETF TR | OIL SVCS ETF | 92189F718 | 15,278 | 1,030,891 | SH | SOLE | 1,030,891 | 0 | 0 | ||