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
ALTABA INC COM 021346101 180,176 3,307,190 SH   SOLE   3,307,190 0 0
ALTICE USA INC CL A 02156K103 6,460 200,000 SH   SOLE   200,000 0 0
ANADARKO PETE CORP COM 032511107 4,534 100,000 SH Call SOLE   0 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 84,874 1,946,654 SH   SOLE   1,946,654 0 0
BLUE APRON HLDGS INC CL A 09523Q101 5,604 600,000 SH   SOLE   600,000 0 0
CDK GLOBAL INC COM 12508E101 46,629 751,357 SH   SOLE   751,357 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 146,885 2,212,130 SH   SOLE   2,212,130 0 0
CONAGRA BRANDS INC COM 205887102 186,400 5,212,537 SH   SOLE   5,212,537 0 0
CONAGRA BRANDS INC COM 205887102 17,880 500,000 SH Call SOLE   0 0 0
DERMIRA INC COM 24983L104 22,362 767,408 SH   SOLE   767,408 0 0
DOW CHEM CO COM 260543103 140,953 2,234,866 SH   SOLE   2,234,866 0 0
DXC TECHNOLOGY CO COM 23355L106 110,265 1,437,239 SH   SOLE   1,437,239 0 0
EQT CORP COM 26884L109 476,718 8,136,500 SH   SOLE   8,136,500 0 0
EQT CORP COM 26884L109 109,183 1,863,500 SH Call SOLE   0 0 0
FIRST DATA CORP NEW COM CL A 32008D106 135,446 7,442,115 SH   SOLE   7,442,115 0 0
GARDNER DENVER HLDGS INC COM 36555P107 7,931 367,000 SH   SOLE   367,000 0 0
GENERAL ELECTRIC CO COM 369604103 5,402 200,000 SH Call SOLE   0 0 0
HD SUPPLY HLDGS INC COM 40416M105 304,166 9,930,316 SH   SOLE   9,930,316 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 169,315 10,205,862 SH   SOLE   10,205,862 0 0
HOME DEPOT INC COM 437076102 15,340 100,000 SH Call SOLE   0 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 44,929 385,890 SH   SOLE   385,890 0 0
LADDER CAP CORP CL A 505743104 3,309 246,789 SH   SOLE   246,789 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 446,964 5,152,320 SH   SOLE   5,152,320 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 151,842 4,146,420 SH   SOLE   4,146,420 0 0
MOLINA HEALTHCARE INC COM 60855R100 96,393 1,393,359 SH   SOLE   1,393,359 0 0
NUVASIVE INC COM 670704105 130,008 1,690,175 SH   SOLE   1,690,175 0 0
PANDORA MEDIA INC COM 698354107 180,188 20,200,394 SH   SOLE   20,200,394 0 0
PINNACLE FOODS INC DEL COM 72348P104 45,567 767,120 SH   SOLE   767,120 0 0
SALESFORCE COM INC COM 79466L302 89,655 1,035,279 SH   SOLE   1,035,279 0 0
SELECT MED HLDGS CORP COM 81619Q105 42,410 2,762,840 SH   SOLE   2,762,840 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 9,868 400,000 SH Call SOLE   0 0 0
SHERWIN WILLIAMS CO COM 824348106 130,341 371,383 SH   SOLE   371,383 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,090 50,000 SH   SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 241,800 1,000,000 SH Call SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 911,586 3,770,000 SH Put SOLE   3,770,000 0 0
SPLUNK INC COM 848637104 28,445 500,000 SH Call SOLE   0 0 0
SPROUTS FMRS MKT INC COM 85208M102 13,446 593,097 SH   SOLE   593,097 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 3,602 150,000 SH   SOLE   150,000 0 0
TIFFANY & CO NEW COM 886547108 522,380 5,564,932 SH   SOLE   5,564,932 0 0
TIFFANY & CO NEW COM 886547108 6,908 73,600 SH Call SOLE   0 0 0
TINTRI INC COM 88770Q105 1,091 150,000 SH   SOLE   150,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 166,105 1,360,628 SH   SOLE   1,360,628 0 0
WHOLE FOODS MKT INC COM 966837106 980,103 23,274,830 SH   SOLE   23,274,830 0 0
ZAYO GROUP HLDGS INC COM 98919V105 87,207 2,822,218 SH   SOLE   2,822,218 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 410,277 3,195,300 SH   SOLE   3,195,300 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 103,323 804,700 SH Call SOLE   0 0 0