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

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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 90,692 400,000 SH   SOLE   400,000 0 0
CAMECO CORP COM 13321L108 100,472 6,048,860 SH   SOLE   6,048,860 0 0
CHENIERE ENERGY INC COM NEW 16411R208 205,362 2,851,860 SH   SOLE   2,851,860 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 6,773 2,427,677 SH   SOLE   2,427,677 0 0
FACEBOOK INC CL A 30303M102 176,129 598,000 SH   SOLE   598,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 77,360 1,902,600 SH   SOLE   1,902,600 0 0
FOLEY TRASIMENE ACQUISTN COR *W EXP 05/26/202 34431F112 7,389 4,618,115 SH   SOLE   4,618,115 0 0
FOLEY TRASIMENE ACQUISTN COR COM CL A 34431F104 46,103 4,591,907 SH   SOLE   4,591,907 0 0
HCA HEALTHCARE INC COM 40412C101 106,412 565,000 SH   SOLE   565,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 158,513 6,206,460 SH   SOLE   6,206,460 0 0
MICROSTRATEGY INC CL A NEW 594972408 27,967 41,200 SH Put SOLE   41,200 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 67,775 5,690,600 SH   SOLE   5,690,600 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 100,890 1,508,743 SH   SOLE   1,508,743 0 0
VIATRIS INC COM 92556V106 32,820 2,349,300 SH   SOLE   2,349,300 0 0
XPO LOGISTICS INC COM 983793100 142,957 1,159,426 SH   SOLE   1,159,426 0 0