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
ALPHABET INC CAP STK CL C 02079K107 60,166 45,000 SH   SOLE   45,000 0 0
AMAZON COM INC COM 023135106 18,478 10,000 SH   SOLE   10,000 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 9,687 203,030 SH   SOLE   203,030 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 3,612 1,200,000 SH   SOLE   1,200,000 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 12,765 1,500,000 SH   SOLE   1,500,000 0 0
DISNEY WALT CO COM DISNEY 254687106 25,310 175,000 SH   SOLE   175,000 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 2,710 320,000 SH   SOLE   320,000 0 0
FACEBOOK INC CL A 30303M102 41,050 200,000 SH   SOLE   200,000 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 4,400 400,000 SH   SOLE   400,000 0 0
HUYA INC ADS REP SHS A 44852D108 2,693 150,000 SH   SOLE   150,000 0 0
IAC INTERACTIVECORP COM 44919P508 18,683 75,000 SH   SOLE   75,000 0 0
INSPERITY INC COM 45778Q107 20,219 235,000 SH   SOLE   235,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 18,863 150,000 SH   SOLE   150,000 0 0
PATRICK INDS INC COM 703343103 15,729 300,000 SH   SOLE   300,000 0 0
REDFIN CORP COM 75737F108 5,496 260,000 SH   SOLE   260,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 14,290 100,000 SH   SOLE   100,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 24,560 400,000 SH   SOLE   400,000 0 0