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
CONYERS PK II ACQUISITION CO UNIT 99/99/9999 212896203 3,101 285,000 SH   SOLE   285,000 0 0
CROWN HOLDINGS INC COM 228368106 15,278 210,609 SH   SOLE   210,609 0 0
D R HORTON INC COM 23331A109 16,771 317,920 SH   SOLE   317,920 0 0
FULLER H B CO COM 359694106 13,405 259,932 SH   SOLE   259,932 0 0
HILTON GRAND VACATIONS INC COM 43283X105 7,991 232,363 SH   SOLE   232,363 0 0
INTERFACE INC COM 458665304 9,502 572,739 SH   SOLE   572,739 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,516 35,000 SH Put SOLE   350 0 0
LAS VEGAS SANDS CORP COM 517834107 4,142 60,000 SH Put SOLE   600 0 0
ORACLE CORP COM 68389X105 4,238 80,000 SH Put SOLE   800 0 0
PLURALSIGHT INC COM CL A 72941B106 5,163 300,000 SH Call SOLE   3,000 0 0
PLURALSIGHT INC COM CL A 72941B106 17,973 1,044,344 SH   SOLE   1,044,344 0 0
PROS HOLDINGS INC COM 74346Y103 14,696 245,264 SH   SOLE   245,264 0 0
PROS HOLDINGS INC COM 74346Y103 779 13,000 SH Call SOLE   130 0 0
QUALCOMM INC COM 747525103 4,412 50,000 SH Put SOLE   500 0 0
SAP SE SPON ADR 803054204 16,228 121,116 SH   SOLE   121,116 0 0
SVMK INC COM 78489X103 14,834 830,067 SH   SOLE   830,067 0 0
UNIVAR SOLUTIONS INC COM 91336L107 3,321 137,018 SH   SOLE   137,018 0 0
WABTEC CORP COM 929740108 3,501 45,000 SH Put SOLE   450 0 0