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
ALTABA INC COM 021346101 13,557 233,994 SH   SOLE   233,994 0 0
APPIAN CORP CL A 03782L101 10,386 388,866 SH   SOLE   388,866 0 0
BLACK KNIGHT INC COM 09215C105 18,584 412,446 SH   SOLE   412,446 0 0
CARGURUS INC COM CL A 141788109 3,143 93,207 SH   SOLE   93,207 0 0
CASA SYS INC COM 14713L102 3,491 265,883 SH   SOLE   265,883 0 0
CIMPRESS N V SHS EURO N20146101 7,518 72,700 SH   SOLE   72,700 0 0
FGL HLDGS ORD SHS G3402M102 15,742 2,363,800 SH   SOLE   2,363,800 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 5,980 413,600 SH   SOLE   413,600 0 0
FRONTDOOR INC COM 35905A109 6,620 248,805 SH   SOLE   248,805 0 0
LGI HOMES INC COM 50187T106 3,793 83,900 SH   SOLE   83,900 0 0
NEW YORK TIMES CO CL A 650111107 13,180 591,301 SH   SOLE   591,301 0 0
PG&E CORP COM 69331C108 10,616 447,000 SH Put SOLE   447,000 0 0
TRUPANION INC COM 898202106 16,326 641,265 SH   SOLE   641,265 0 0
VERSUM MATLS INC COM 92532W103 13,904 501,600 SH   SOLE   501,600 0 0
WORKIVA INC COM CL A 98139A105 4,392 122,400 SH   SOLE   122,400 0 0