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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 339,360 1,600,000 SH   SOLE   1,600,000 0 0
ALPHABET INC CAP STK CL A 02079K305 482,180 360,000 SH   SOLE   360,000 0 0
AXA EQUITABLE HLDGS INC COM 054561105 44,604 1,800,000 SH   SOLE   1,800,000 0 0
BMC STK HLDGS INC COM 05591B109 91,420 3,186,469 SH   SOLE   3,186,469 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 173,287 6,819,640 SH   SOLE   6,819,640 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 4,650 660,492 SH   SOLE   660,492 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 411,320 28,000,000 SH   SOLE   28,000,000 0 0
GTT COMMUNICATIONS INC COM 362393100 43,626 3,843,687 SH   SOLE   3,843,687 0 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 25,469 4,324,130 SH   SOLE   4,324,130 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 14,944 1,241,234 SH   SOLE   1,241,234 0 0
JD COM INC SPON ADR CL A 47215P106 105,690 3,000,000 SH   SOLE   3,000,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 94,400 4,000,000 SH   SOLE   4,000,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 83,350 2,500,000 SH   SOLE   2,500,000 0 0
WAITR HLDGS INC COM 930752100 966 3,000,000 SH   SOLE   3,000,000 0 0
YANDEX N V SHS CLASS A N97284108 173,960 4,000,000 SH   SOLE   4,000,000 0 0