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
ABEONA THERAPEUTICS INC COM 00289Y107 2,340 365,600 SH   SOLE   365,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,004 71,000 SH Call SOLE   71,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11,993 85,100 SH   SOLE   85,100 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 1,651 78,300 SH   SOLE   78,300 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,279 20,700 SH   SOLE   20,700 0 0
ATLANTIC CAP BANCSHARES INC COM 048269203 937 49,300 SH   SOLE   49,300 0 0
CAESARS ACQUISITION CO CL A 12768T103 3,000 157,500 SH   SOLE   157,500 0 0
CAPITOL FED FINL INC COM 14057J101 711 50,000 SH   SOLE   50,000 0 0
CIT GROUP INC COM NEW 125581801 7,967 163,600 SH   SOLE   163,600 0 0
COTT CORP QUE COM 22163N106 7,664 530,600 SH   SOLE   530,600 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 4,819 48,100 SH   SOLE   48,100 0 0
EXPEDIA INC DEL COM NEW 30212P303 10,352 69,500 SH   SOLE   69,500 0 0
EXTREME NETWORKS INC COM 30226D106 5,509 599,100 SH   SOLE   599,100 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 3,811 241,200 SH   SOLE   241,200 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 12,476 516,700 SH   SOLE   516,700 0 0
ILG INC COM 44967H101 13,261 482,400 SH   SOLE   482,400 0 0
ILG INC COM 44967H101 28,040 1,020,000 SH Call SOLE   1,020,000 0 0
KEARNY FINL CORP MD COM 48716P108 757 51,000 SH   SOLE   51,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,994 120,700 SH   SOLE   120,700 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 4,926 219,400 SH   SOLE   219,400 0 0
NETEASE INC SPONSORED ADR 64110W102 11,785 39,200 SH   SOLE   39,200 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 5,896 108,600 SH   SOLE   108,600 0 0
OOMA INC COM 683416101 3,262 407,753 SH   SOLE   407,753 0 0
QORVO INC COM 74736K101 1,894 29,900 SH   SOLE   29,900 0 0
RINGCENTRAL INC CL A 76680R206 6,798 186,000 SH   SOLE   186,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 4,208 96,300 SH   SOLE   96,300 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 2,964 400,000 SH   SOLE   400,000 0 0
SUN BANCORP INC COM NEW 86663B201 804 32,600 SH   SOLE   32,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,353 45,700 SH   SOLE   45,700 0 0
TFS FINL CORP COM 87240R107 654 42,300 SH   SOLE   42,300 0 0
VIAVI SOLUTIONS INC COM 925550105 4,286 407,000 SH   SOLE   407,000 0 0
YANDEX N V SHS CLASS A N97284108 8,567 326,500 SH   SOLE   326,500 0 0