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

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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 10,035 173,200 SH   SOLE NONE 173,200 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 512 3,250 SH   SOLE NONE 3,250 0 0
BANK AMER CORP *W EXP 01/16/201 060505146 3,492 272,790 SH   SOLE NONE 272,790 0 0
CONSTELLIUM NV CL A N22035104 5,724 818,902 SH   SOLE NONE 818,902 0 0
ELECTRONIC ARTS INC COM 285512109 1,973 25,000 SH   SOLE NONE 25,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 5,288 15,000 SH   SOLE NONE 15,000 0 0
FERRARI N V COM N3167Y103 994 10,000 SH   SOLE NONE 10,000 0 0
FIRST TR NASDAQ ABA CMNTY BK UT COM SHS ETF 33736Q104 2,025 46,992 SH   SOLE NONE 46,992 0 0
GENERAL MTRS CO COM 37045V100 1,840 55,000 SH   SOLE NONE 55,000 0 0
ALPHABET INC CAP STK CL C 02079K107 1,543 1,490 SH   SOLE NONE 1,490 0 0
INTERXION HOLDING N.V SHS N47279109 9,821 181,332 SH   SOLE NONE 181,332 0 0
KAR AUCTION SVCS INC COM 48238T109 2,026 42,446 SH   SOLE NONE 42,446 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 921 30,000 SH   SOLE NONE 30,000 0 0
MICROSOFT CORP COM 594918104 5,079 50,000 SH   SOLE NONE 50,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 7,864 100,000 SH   SOLE NONE 100,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 513 7,000 SH   SOLE NONE 7,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 551 1,600 SH   SOLE NONE 1,600 0 0
PAYPAL HLDGS INC COM 70450Y103 3,981 47,347 SH   SOLE NONE 47,347 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,761 55,960 SH   SOLE NONE 55,960 0 0
XPO LOGISTICS INC COM 983793100 4,278 75,000 SH   SOLE NONE 75,000 0 0