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 24,839 1,420,156 SH   SOLE   1,420,156 0 0
ADIENT PLC ORD SHS G0084W101 20,945 320,351 SH   SOLE   320,351 0 0
ALLY FINL INC COM 02005N100 79,711 3,813,903 SH   SOLE   3,813,903 0 0
ALPHABET INC CAP STK CL C 02079K107 94,819 104,342 SH   SOLE   104,342 0 0
AMERICAN TOWER CORP NEW COM 03027X100 52,075 393,556 SH   SOLE   393,556 0 0
AUTODESK INC COM 052769106 50,511 501,000 SH   SOLE   501,000 0 0
BROADCOM LTD SHS Y09827109 116,636 500,477 SH   SOLE   500,477 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 59,826 1,939,254 SH   SOLE   1,939,254 0 0
DXC TECHNOLOGY CO COM 23355L106 57,840 753,904 SH   SOLE   753,904 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 26,526 1,598,945 SH   SOLE   1,598,945 0 0
HOWARD HUGHES CORP COM 44267D107 22,189 180,635 SH   SOLE   180,635 0 0
HYATT HOTELS CORP COM CL A 448579102 71,935 1,279,759 SH   SOLE   1,279,759 0 0
INPHI CORP COM 45772F107 15,101 440,248 SH   SOLE   440,248 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 3,009 138,202 SH   SOLE   138,202 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 6,817 318,413 SH   SOLE   318,413 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 34,821 444,147 SH   SOLE   444,147 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 60,058 2,057,501 SH   SOLE   2,057,501 0 0
XPO LOGISTICS INC COM 983793100 61,941 958,389 SH   SOLE   958,389 0 0