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
58 COM INC SPON ADR REP A 31680Q104 3,804 107,500 SH   SOLE   107,500 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 1,828 365,600 SH   SOLE   365,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,656 71,000 SH Call SOLE   71,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,430 106,000 SH   SOLE   106,000 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 1,673 78,300 SH   SOLE   78,300 0 0
ATLANTIC CAP BANCSHARES INC COM 048269203 934 49,300 SH   SOLE   49,300 0 0
CAESARS ACQUISITION CO CL A 12768T103 3,676 238,700 SH   SOLE   238,700 0 0
CAPITOL FED FINL INC COM 14057J101 732 50,000 SH   SOLE   50,000 0 0
CIT GROUP INC COM NEW 125581801 9,342 217,600 SH   SOLE   217,600 0 0
CONDUENT INC COM 206787103 3,011 179,300 SH   SOLE   179,300 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,395 78,300 SH   SOLE   78,300 0 0
EVERI HLDGS INC COM 30034T103 2,136 446,000 SH   SOLE   446,000 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 4,594 346,700 SH   SOLE   346,700 0 0
HUBBELL INC COM 443510607 3,707 30,900 SH   SOLE   30,900 0 0
ILG INC COM 44967H101 8,392 400,400 SH   SOLE   400,400 0 0
INVITATION HOMES INC COM 46187W107 5,458 250,000 SH   SOLE   250,000 0 0
KEARNY FINL CORP MD COM 48716P108 768 51,000 SH   SOLE   51,000 0 0
LUMENTUM HLDGS INC COM 55024U109 2,214 41,500 SH   SOLE   41,500 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2,736 286,455 SH   SOLE   286,455 0 0
NEW YORK REIT INC COM 64976L109 4,409 455,000 SH   SOLE   455,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 5,362 105,700 SH   SOLE   105,700 0 0
OOMA INC COM 683416101 2,427 243,953 SH   SOLE   243,953 0 0
PRICELINE GRP INC COM NEW 741503403 4,913 2,760 SH   SOLE   2,760 0 0
QORVO INC COM 74736K101 3,613 52,700 SH   SOLE   52,700 0 0
SALESFORCE COM INC COM 79466L302 7,045 85,400 SH   SOLE   85,400 0 0
STEWART INFORMATION SVCS COR COM 860372101 4,753 107,586 SH   SOLE   107,586 0 0
SUN BANCORP INC COM NEW 86663B201 795 32,600 SH   SOLE   32,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,721 113,400 SH   SOLE   113,400 0 0
TFS FINL CORP COM 87240R107 702 42,300 SH   SOLE   42,300 0 0
VIAVI SOLUTIONS INC COM 925550105 4,025 375,500 SH   SOLE   375,500 0 0
WYNN RESORTS LTD COM 983134107 5,490 47,900 SH   SOLE   47,900 0 0
XPERI CORP COM 98421B100 3,701 109,000 SH   SOLE   109,000 0 0
YANDEX N V SHS CLASS A N97284108 8,121 370,300 SH   SOLE   370,300 0 0