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
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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
ALPHABET INC CAP STK CL C 02079K107 29,070 25,000 SH   SOLE   25,000 0 0
AMAZON COM INC COM 023135106 19,497 10,000 SH   SOLE   10,000 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 13,400 400,000 SH   SOLE   400,000 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 6,840 1,500,000 SH   SOLE   1,500,000 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 2,051 320,000 SH   SOLE   320,000 0 0
FACEBOOK INC CL A 30303M102 8,340 50,000 SH   SOLE   50,000 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 4,388 400,000 SH   SOLE   400,000 0 0
HUYA INC ADS REP SHS A 44852D108 2,543 150,000 SH   SOLE   150,000 0 0
INSPERITY INC COM 45778Q107 1,865 50,000 SH   SOLE   50,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 16,608 150,000 SH   SOLE   150,000 0 0
PATRICK INDS INC COM 703343103 7,040 250,000 SH   SOLE   250,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 45,696 240,000 SH Put SOLE   240,000 0 0
REDFIN CORP COM 75737F108 3,855 250,000 SH   SOLE   250,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 22,208 150,000 SH   SOLE   150,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 17,528 400,000 SH   SOLE   400,000 0 0