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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 89,337 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 18,438 | 1,517,500 | SH | SOLE | 1,517,500 | 0 | 0 | ||
BMC STK HLDGS INC | COM | 05591B109 | 103,262 | 4,107,486 | SH | SOLE | 4,107,486 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 19,911 | 923,500 | SH | SOLE | 923,500 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 207,000 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 1,955 | 660,492 | SH | SOLE | 660,492 | 0 | 0 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 94,507 | 4,899,270 | SH | SOLE | 4,899,270 | 0 | 0 | ||
EVI INDUSTRIES INC | COM | 26929N102 | 5,847 | 269,306 | SH | SOLE | 269,306 | 0 | 0 | ||
FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 286,720 | 28,000,000 | SH | SOLE | 28,000,000 | 0 | 0 | ||
GTT COMMUNICATIONS INC | COM | 362393100 | 30,273 | 3,709,971 | SH | SOLE | 3,709,971 | 0 | 0 | ||
GTY TECHNOLOGY HOLDINGS INC | COM | 362409104 | 18,010 | 4,324,130 | SH | SOLE | 4,324,130 | 0 | 0 | ||
INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 32,324 | 2,594,241 | SH | SOLE | 2,594,241 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 180,540 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 78,351 | 2,960,000 | SH | SOLE | 2,960,000 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 76,701 | 4,154,967 | SH | SOLE | 4,154,967 | 0 | 0 | ||
WAITR HLDGS INC | COM | 930752100 | 3,892 | 1,480,000 | SH | SOLE | 1,480,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 200,080 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 |