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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 47,583 288,800 SH Call SOLE   288,800 0 0
ALPHABET INC CAP STK CL A 02079K305 97,816 81,035 SH   SOLE   81,035 0 0
BANK AMER CORP COM 060505104 90,775 3,081,300 SH   SOLE   3,081,300 0 0
CAMPBELL SOUP CO COM 134429109 18,315 500,000 SH Call SOLE   500,000 0 0
DOLLAR TREE INC COM 256746108 74,317 911,304 SH   SOLE   911,304 0 0
ENERGEN CORP COM 29265N108 594,790 6,902,518 SH   SOLE   6,902,518 0 0
FACEBOOK INC CL A 30303M102 103,774 631,000 SH   SOLE   631,000 0 0
FALCON MINERALS CORP *W EXP 07/21/202 30607B208 1,510 878,024 SH   SOLE   878,024 0 0
FALCON MINERALS CORP CL A COM 30607B109 39,887 3,626,109 SH   SOLE   3,626,109 0 0
FGL HLDGS ORD SHS G3402M102 1,524 170,313 SH   SOLE   170,313 0 0
FGL HLDGS *W EXP 11/30/202 G3402M110 1,642 833,333 SH   SOLE   833,333 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 82,544 1,102,204 SH   SOLE   1,102,204 0 0
JETBLUE AIRWAYS CORP COM 477143101 60,072 3,102,898 SH   SOLE   3,102,898 0 0
LANDCADIA HLDGS INC *W EXP 06/01/202 51476W115 1,458 1,225,000 SH   SOLE   1,225,000 0 0
LANDCADIA HLDGS INC CL A 51476W107 13,279 1,225,000 SH   SOLE   1,225,000 0 0
LAS VEGAS SANDS CORP COM 517834107 35,236 593,900 SH Put SOLE   593,900 0 0
MEDICINES CO COM 584688105 16,635 556,179 SH   SOLE   556,179 0 0
MEDICINES CO NOTE 2.500% 1/1 584688AE5 5,376 5,000,000 PRN   SOLE   5,000,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 55,820 2,000,000 SH Call SOLE   2,000,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 108,908 3,902,100 SH   SOLE   3,902,100 0 0
MICROSOFT CORP COM 594918104 118,590 1,036,900 SH   SOLE   1,036,900 0 0
MOHAWK INDS INC COM 608190104 146,658 836,374 SH   SOLE   836,374 0 0
MONGODB INC CL A 60937P106 36,319 445,357 SH   SOLE   445,357 0 0
NXP SEMICONDUCTORS N V COM N6596X109 128,250 1,500,000 SH Call SOLE   1,500,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 34,200 400,000 SH   SOLE   400,000 0 0
SERVICENOW INC COM 81762P102 98,217 502,056 SH   SOLE   502,056 0 0
STARS GROUP INC COM 85570W100 13,952 560,320 SH   SOLE   560,320 0 0
T MOBILE US INC COM 872590104 103,118 1,469,330 SH   SOLE   1,469,330 0 0
VORNADO RLTY TR SH BEN INT 929042109 10,190 139,594 SH   SOLE   139,594 0 0
VULCAN MATLS CO COM 929160109 39,781 357,746 SH   SOLE   357,746 0 0