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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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
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 131 17,500 SH   SOLE   0 0 0
ALLERGAN PLC SHS G0177J108 2,052 11,586 SH   SOLE   11,586 0 0
CF FIN ACQUISITION CORP COM CL A 12528N107 10,852 1,054,659 SH   SOLE   1,054,659 0 0
CHURCHILL CAP CORP III UNIT 03/01/2027 17144C203 100 10,000 SH   SOLE   10,000 0 0
COLLIER CREEK HOLDINGS COM CL A G22707106 2,880 281,500 SH   SOLE   281,500 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 711 30,500 SH Call SOLE   0 0 0
DISCOVERY INC COM SER C 25470F302 7,105 405,077 SH   SOLE   405,077 0 0
DMY TECHNOLOGY GROUP INC UNIT 99/99/9999 233253202 10,842 1,103,000 SH   SOLE   1,103,000 0 0
EXPERIENCE INVT CORP COM CL A 30217C109 2,175 224,965 SH   SOLE   224,965 0 0
FAR PT ACQUISITION CORP COM CL A 30734W109 12,407 1,225,997 SH   SOLE   1,225,997 0 0
FINSERV ACQUISITION CORP CL A 318085107 433 45,000 SH   SOLE   45,000 0 0
FINTECH ACQUISITION CORP III COM CL A 31811A101 2,053 205,090 SH   SOLE   205,090 0 0
FLYING EAGLE ACQUISITION COR UNIT 99/99/9999 34407Y202 1,994 200,000 SH   SOLE   200,000 0 0
FOX CORP CL B COM 35137L204 508 22,220 SH   SOLE   22,220 0 0
GCI LIBERTY INC COM CLASS A 36164V305 9,230 162,020 SH   SOLE   162,020 0 0
GRAF INDL CORP COM 384278107 3,051 300,000 SH   SOLE   0 0 0
GRAF INDL CORP COM 384278107 15,293 1,503,782 SH   SOLE   1,503,782 0 0
GRID DYNAMICS HLDGS INC COM CL A 39813G109 327 40,917 SH   SOLE   0 0 0
HEICO CORP NEW COM 422806109 392 5,254 SH   SOLE   5,254 0 0
HENNESSY CAP ACQUSTION CORP CL A COM 42589C104 13,196 1,305,200 SH   SOLE   1,305,200 0 0
HOSTESS BRANDS INC CL A 44109J106 4,269 400,465 SH   SOLE   0 0 0
LANDCADIA HLDGS II INC CL A 51476X105 4,873 497,280 SH   SOLE   497,280 0 0
LEO HOLDINGS CORP COM CL A G5463L105 10,237 993,917 SH   SOLE   993,917 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 817 7,639 SH   SOLE   7,639 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 4,762 43,010 SH   SOLE   43,010 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 440 244,563 SH   SOLE   244,563 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 159 28,424 SH   SOLE   28,424 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 56 13,893 SH   SOLE   13,893 0 0
RMG ACQUISITION CORP CL A 749641106 2,481 250,000 SH   SOLE   250,000 0 0
SPARTAN ENERGY ACQUISITION C CL A COM STK 846784106 2,277 225,000 SH   SOLE   225,000 0 0
TAUBMAN CTRS INC COM 876664103 12,409 296,300 SH Call SOLE   0 0 0
US ECOLOGY INC COM 91734M103 3,819 125,617 SH   SOLE   0 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,163 250,000 SH   SOLE   0 0 0
WESCO INTL INC COM 95082P105 475 20,791 SH   SOLE   20,791 0 0
WOODWARD INC COM 980745103 5,585 93,963 SH   SOLE   93,963 0 0