The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALLY FINL INC | COM | 02005N100 | 2,886 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ANAPTYSBIO INC | COM | 032724106 | 7,452 | 527,404 | SH | SOLE | 527,404 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 4,547 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| BRAEMAR HOTELS & RESORTS INC | COM | 10482B101 | 44 | 25,951 | SH | SOLE | 25,951 | 0 | 0 | ||
| CARS COM INC | COM | 14575E105 | 5,786 | 1,345,664 | SH | SOLE | 1,345,664 | 0 | 0 | ||
| CHANGE HEALTHCARE INC | COM | 15912K100 | 6,404 | 641,023 | SH | SOLE | 641,023 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 89,430 | 10,082,318 | SH | SOLE | 10,082,318 | 0 | 0 | ||
| COMPX INTL INC | CL A | 20563P101 | 6,550 | 430,932 | SH | SOLE | 430,932 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 149,227 | 6,350,100 | SH | SOLE | 6,350,100 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 8,164 | 408,399 | SH | SOLE | 408,399 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 102,965 | 3,019,508 | SH | SOLE | 3,019,508 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 89,574 | 6,198,915 | SH | SOLE | 6,198,915 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 20,924 | 7,315,968 | SH | SOLE | 7,315,968 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 2,119 | 2,161,380 | SH | SOLE | 2,161,380 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 4,611 | 417,664 | SH | SOLE | 417,664 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 6,366 | 200,003 | SH | SOLE | 200,003 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 48,514 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| PARK HOTELS RESORTS INC | COM | 700517105 | 3,164 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PJT PARTNERS INC | COM CL A | 69343T107 | 2,401 | 55,332 | SH | SOLE | 55,332 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 113,970 | 217,500 | SH | Put | SOLE | 217,500 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 84,897 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| VALARIS PLC | SHS CLASS A | G9402V109 | 596 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 49,787 | 2,944,205 | SH | SOLE | 2,944,205 | 0 | 0 | ||
| XERIS PHARMACEUTICALS INC | COM | 98422L107 | 6,303 | 3,232,459 | SH | SOLE | 3,232,459 | 0 | 0 | ||