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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
CHH US Equity COM 169905106 12,862 144,580 SH   SOLE 0 144,580 0 0
FAST US Equity COM 311900104 27,021 827,090 SH   SOLE 0 827,090 0 0
FB US Equity CL A 30303M102 37,340 209,679 SH   SOLE 0 209,679 0 0
FDS US Equity COM 303075105 12,464 51,300 SH   SOLE 0 51,300 0 0
FNF US Equity COM 31620R303 5,912 133,126 SH   SOLE 0 133,126 0 0
GOOGL UW Equity CAP STK CL A 02079K305 38,136 31,230 SH   SOLE 0 31,230 0 0
GS US Equity COM 38141G104 17,616 85,008 SH   SOLE 0 85,008 0 0
JNJ US Equity COM 478160104 13,280 102,640 SH   SOLE 0 102,640 0 0
MMM US Equity COM 88579Y101 24,775 150,700 SH   SOLE 0 150,700 0 0
MSFT US Equity COM 594918104 24,793 178,330 SH   SOLE 0 178,330 0 0
NVR US Equity COM 62944T105 26,520 7,134 SH   SOLE 0 7,134 0 0
RLGY US Equity COM 75605Y106 2,021 302,475 SH   SOLE 0 302,475 0 0
WFC US Equity COM 949746101 23,392 463,767 SH   SOLE 0 463,767 0 0
KHC US Equity COM 500754906 24,164 865,000 PRN Call SOLE 0 865,000 0 0
IWM US Equity RUSSELL 2000 ETF 464287955 89,291 590,000 PRN Put SOLE 0 590,000 0 0
SPY US Equity TR UNIT 78462F953 65,289 220,000 PRN Put SOLE 0 220,000 0 0