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 13,964 60,000 SH Call SOLE   60,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,115 64,947 SH   SOLE   64,947 0 0
ARAMARK COM 03852U106 24,557 638,174 SH   SOLE   638,174 0 0
CALLAWAY GOLF CO COM 131193104 34,942 1,455,311 SH   SOLE   1,455,311 0 0
DISCOVERY INC COM SER A 25470F104 9,027 300,000 SH Put SOLE   300,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 27,751 904,814 SH   SOLE   904,814 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 18,852 119,040 SH   SOLE   119,040 0 0
NMI HLDGS INC CL A 629209305 10,912 481,776 SH   SOLE   481,776 0 0
SL GREEN RLTY CORP COM 78440X101 17,762 298,121 SH   SOLE   298,121 0 0
T-MOBILE US INC COM 872590104 38,421 284,916 SH   SOLE   284,916 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 29,486 1,149,540 SH   SOLE   1,149,540 0 0
TIVITY HEALTH INC COM 88870R102 36,256 1,850,759 SH   SOLE   1,850,759 0 0
UBER TECHNOLOGIES INC COM 90353T100 27,562 540,434 SH   SOLE   540,434 0 0
US FOODS HLDG CORP COM 912008109 28,396 852,479 SH   SOLE   852,479 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 52,970 2,286,165 SH   SOLE   2,286,165 0 0
ZYNGA INC CL A 98986T108 34,510 3,496,424 SH   SOLE   3,496,424 0 0