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 10,985 148,200 SH   SOLE NONE 148,200 0 0
BANK AMER CORP COM 060505104 4,460 161,663 SH   SOLE NONE 161,663 0 0
CONSTELLIUM NV CL A N22035104 9,175 1,149,798 SH   SOLE NONE 1,149,798 0 0
EQUINIX INC COM 29444U700 10,423 23,000 SH   SOLE NONE 23,000 0 0
GENERAL MTRS CO COM 37045V100 4,378 118,000 SH   SOLE NONE 118,000 0 0
INTERXION HOLDING N.V SHS N47279109 12,345 185,000 SH   SOLE NONE 185,000 0 0
KAR AUCTION SVCS INC COM 48238T109 24,354 474,651 SH   SOLE NONE 474,651 0 0
MICROSOFT CORP COM 594918104 4,718 40,000 SH   SOLE NONE 40,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 13,004 120,000 SH   SOLE NONE 120,000 0 0
PAYPAL HLDGS INC COM 70450Y103 4,917 47,347 SH   SOLE NONE 47,347 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,058 43,000 SH   SOLE NONE 43,000 0 0
XPO LOGISTICS INC COM 983793100 4,031 75,000 SH   SOLE NONE 75,000 0 0