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
ADAMAS PHARMACEUTICALS INC COM 00548A106 20,643 1,221,463 SH   SOLE   1,221,463 0 0
ADVANCEPIERRE FOODS HLDGS IN COM 00782L107 39,455 1,324,894 SH   SOLE   1,324,894 0 0
ALLERGAN PLC SHS G0177J108 36,170 172,229 SH   SOLE   172,229 0 0
ALLY FINL INC COM 02005N100 69,797 3,669,650 SH   SOLE   3,669,650 0 0
ALPHABET INC CAP STK CL C 02079K107 102,649 132,996 SH   SOLE   132,996 0 0
APPLE INC COM 037833100 26,210 226,300 SH Call SOLE   226,300 0 0
BROADCOM LTD SHS Y09827109 128,292 725,758 SH   SOLE   725,758 0 0
COMPUTER SCIENCES CORP COM 205363104 49,127 826,768 SH   SOLE   826,768 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 36,102 1,560,148 SH   SOLE   1,560,148 0 0
HOWARD HUGHES CORP COM 44267D107 38,105 333,964 SH   SOLE   333,964 0 0
KRATON CORPORATION COM 50077C106 6,550 230,000 SH   SOLE   230,000 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 34,780 876,724 SH   SOLE   876,724 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 129,517 4,360,826 SH   SOLE   4,360,826 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 3,882 176,785 SH   SOLE   176,785 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 8,623 407,307 SH   SOLE   407,307 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 153,998 1,884,923 SH   SOLE   1,884,923 0 0
US FOODS HLDG CORP COM 912008109 21,579 785,253 SH   SOLE   785,253 0 0