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
ACTIVISION BLIZZARD INC COM 00507V109 6,609 86,600 SH   SOLE NONE 86,600 0 0
ALTABA INC COM 021346101 12,680 173,200 SH   SOLE NONE 173,200 0 0
APTIV PLC SHS G6095L109 3,436 37,500 SH   SOLE NONE 37,500 0 0
BANK AMER CORP *W EXP 01/16/201 060505146 4,452 272,790 SH   SOLE NONE 272,790 0 0
BLACKBERRY LTD COM 09228F103 4,836 501,093 SH   SOLE NONE 501,093 0 0
CARVANA CO CL A 146869102 686 16,500 SH   SOLE NONE 16,500 0 0
CONSTELLIUM NV CL A N22035104 9,775 949,077 SH   SOLE NONE 949,077 0 0
DANA INCORPORATED COM 235825205 303 15,000 SH   SOLE NONE 15,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 3,136 166,000 SH   SOLE NONE 166,000 0 0
FIRST TR NASDAQ ABA CMNTY BK UT COM SHS ETF 33736Q104 5,305 96,992 SH   SOLE NONE 96,992 0 0
INTERXION HOLDING N.V SHS N47279109 11,032 176,732 SH   SOLE NONE 176,732 0 0
KAR AUCTION SVCS INC COM 48238T109 1,750 31,939 SH   SOLE NONE 31,939 0 0
MARATHON PETE CORP COM 56585A102 3,389 48,300 SH   SOLE NONE 48,300 0 0
MICRON TECHNOLOGY INC COM 595112103 3,776 72,000 SH   SOLE NONE 72,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,406 31,167 SH   SOLE NONE 31,167 0 0
PAYPAL HLDGS INC COM 70450Y103 9,014 108,250 SH   SOLE NONE 108,250 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 5,555 129,000 SH   SOLE NONE 129,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,150 51,960 SH   SOLE NONE 51,960 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,519 31,750 SH   SOLE NONE 31,750 0 0
VISTEON CORP COM NEW 92839U206 3,356 25,969 SH   SOLE NONE 25,969 0 0
XPO LOGISTICS INC COM 983793100 9,196 91,796 SH   SOLE NONE 91,796 0 0