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
ADOBE SYS INC COM 00724F101 10,429 42,774 SH   SOLE   42,774 0 0
AT&T INC CALL 00206R102 1,605 50,000 SH Call SOLE   50,000 0 0
AETNA INC NEW COM 00817Y108 4,524 24,656 SH   SOLE   24,656 0 0
AETNA INC NEW CALL 00817Y108 9,175 50,000 SH Call SOLE   50,000 0 0
ALPHABET INC CAP STK CL A 02079K305 18,191 16,110 SH   SOLE   16,110 0 0
ALTABA INC COM 021346101 17,153 234,304 SH   SOLE   234,304 0 0
ALTABA INC PUT 021346101 2,196 30,000 SH Put SOLE   30,000 0 0
AMAZON COM INC COM 023135106 9,578 5,635 SH   SOLE   5,635 0 0
ANDEAVOR COM 03349M105 23,665 180,400 SH   SOLE   180,400 0 0
AUTOLIV INC COM 052800109 716 5,000 SH   SOLE   5,000 0 0
BOOT BARN HLDGS INC COM 099406100 778 37,485 SH   SOLE   37,485 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 439 20,000 SH   SOLE   20,000 0 0
COREPOINT LODGING INC COM 21872L104 2,227 86,000 SH   SOLE   86,000 0 0
COUPA SOFTWARE INC COM 22266L106 7,163 115,081 SH   SOLE   115,081 0 0
DELEK US HLDGS INC NEW COM 24665A103 3,597 71,693 SH   SOLE   71,693 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 2,117 25,025 SH   SOLE   25,025 0 0
DOMO INC COM CL B 257554105 300 11,000 SH   SOLE   11,000 0 0
DOWDUPONT INC COM 26078J100 4,663 70,731 SH   SOLE   70,731 0 0
EBAY INC COM 278642103 2,634 72,645 SH   SOLE   72,645 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,280 42,484 SH   SOLE   42,484 0 0
FACEBOOK INC CL A 30303M102 15,190 78,172 SH   SOLE   78,172 0 0
GCI LIBERTY INC COM CL A 36164V305 11,237 249,257 SH   SOLE   249,257 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 18,525 411,200 SH   SOLE   411,200 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 1,677 45,520 SH   SOLE   45,520 0 0
MAGICJACK VOCALTEC LTD SHS M6787E101 933 109,150 SH   SOLE   109,150 0 0
MICROSOFT CORP COM 594918104 15,626 158,464 SH   SOLE   158,464 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,862 60,581 SH   SOLE   60,581 0 0
NXP SEMICONDUCTORS N V COM N6596X109 8,572 78,451 SH   SOLE   78,451 0 0
NXP SEMICONDUCTORS NV CALL N6596X109 26,716 244,500 SH Call SOLE   244,500 0 0
PARTY CITY HOLDCO INC COM 702149105 2,433 159,516 SH   SOLE   159,516 0 0
PERSPECTA INC COM 715347100 1,028 50,000 SH   SOLE   50,000 0 0
ROCKWELL COLLINS INC COM 774341101 4,373 32,469 SH   SOLE   32,469 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,011 11,100 SH   SOLE   11,100 0 0
THIRD PT REINS LTD COM N6596X109 643 51,400 SH   SOLE   51,400 0 0
UXIN LTD ADR 91818X108 90 10,000 SH   SOLE   10,000 0 0
XL GROUP LTD COM G98294104 1,705 30,470 SH   SOLE   30,470 0 0
YANDEX N V SHS CLASS A N97284108 9,848 274,325 SH   SOLE   274,325 0 0
YY INC ADS REPCOM CLA 98426T106 3,026 30,120 SH   SOLE   30,120 0 0