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 |
| ALTICE USA INC | CL A | 02156K103 | 163,147 | 6,700,066 | SH | SOLE | 6,700,066 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | COM | 185899101 | 22,708 | 2,128,184 | SH | SOLE | 2,128,184 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 94,777 | 748,578 | SH | SOLE | 748,578 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 11,904 | 644,166 | SH | SOLE | 644,166 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 219,667 | 2,186,607 | SH | SOLE | 2,186,607 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 252,600 | 2,584,410 | SH | SOLE | 2,584,410 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 94,830 | 1,309,081 | SH | SOLE | 1,309,081 | 0 | 0 | ||
| SECOO HLDG LTD | ADR | 81367P101 | 6,995 | 920,454 | SH | SOLE | 920,454 | 0 | 0 | ||
| WAITR HLDGS INC | COM | 930752100 | 27,650 | 4,395,892 | SH | SOLE | 4,395,892 | 0 | 0 | ||