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
ALPHABET INC CAP STK CL A 02079K305 92,333 63,000 SH   SOLE   63,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 13,501 1,216,836 SH   SOLE   1,216,836 0 0
BMC STK HLDGS INC COM 05591B109 148,381 3,464,429 SH   SOLE   3,464,429 0 0
BOOT BARN HLDGS INC COM 099406100 20,528 729,489 SH   SOLE   729,489 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 234,864 7,200,000 SH   SOLE   7,200,000 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 1,856 660,492 SH   SOLE   660,492 0 0
EQUITABLE HLDGS INC COM 29452E101 129,504 7,100,000 SH   SOLE   7,100,000 0 0
EVI INDS INC COM 26929N102 7,166 269,306 SH   SOLE   269,306 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 342,160 28,000,000 SH   SOLE   28,000,000 0 0
GTT COMMUNICATIONS INC COM 362393100 26,883 5,209,971 SH   SOLE   5,209,971 0 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 11,459 4,324,130 SH   SOLE   4,324,130 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 37,266 2,594,241 SH   SOLE   2,594,241 0 0
JD.COM INC SPON ADR CL A 47215P106 112,069 1,444,000 SH   SOLE   1,444,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 30,865 780,000 SH   SOLE   780,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 79,900 4,154,967 SH   SOLE   4,154,967 0 0
YANDEX N V SHS CLASS A N97284108 139,374 2,136,000 SH   SOLE   2,136,000 0 0