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 |
| AVAYA HLDGS CORP | COM | 05351X101 | 9,806 | 488,000 | SH | SOLE | 488,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 11,720 | 48,222 | SH | SOLE | 48,222 | 0 | 0 | ||
| BEMIS INC | COM | 081437105 | 10,270 | 243,400 | SH | SOLE | 243,400 | 0 | 0 | ||
| CARS COM INC | COM | 14575E105 | 4,935 | 173,824 | SH | SOLE | 173,824 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 7,917 | 166,950 | SH | SOLE | 166,950 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 11,173 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| HERON THERAPEUTICS INC | COM | 427746102 | 12,989 | 334,331 | SH | SOLE | 334,331 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 49,131 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 6,958 | 178,700 | SH | SOLE | 178,700 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 34,276 | 880,000 | SH | Call | SOLE | 880,000 | 0 | 0 | |
| KKR & CO L P DEL | COM UNITS | 48248M102 | 8,225 | 331,000 | SH | SOLE | 331,000 | 0 | 0 | ||
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 5,555 | 198,400 | SH | SOLE | 198,400 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 7,590 | 80,179 | SH | SOLE | 80,179 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 9,010 | 324,700 | SH | SOLE | 324,700 | 0 | 0 | ||
| POLARITYTE INC | COM | 731094108 | 683 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 7,863 | 184,481 | SH | SOLE | 184,481 | 0 | 0 | ||
| SIMPSON MANUFACTURING CO INC | COM | 829073105 | 5,821 | 93,600 | SH | SOLE | 93,600 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 9,509 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 5,445 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 4,225 | 35,700 | SH | SOLE | 35,700 | 0 | 0 | ||
| WILLSCOT CORP | COM | 971375126 | 8,250 | 557,400 | SH | SOLE | 557,400 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 3,924 | 23,450 | SH | SOLE | 23,450 | 0 | 0 | ||
| XEROX CORP | COM NEW | 984121608 | 28,548 | 1,189,500 | SH | SOLE | 1,189,500 | 0 | 0 | ||
| XEROX CORP | COM NEW | 984121608 | 53,520 | 2,230,000 | SH | Call | SOLE | 2,230,000 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 10,679 | 297,475 | SH | SOLE | 297,475 | 0 | 0 | ||