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 18,426 248,594 SH   SOLE   248,594 0 0
APPIAN CORP CL A 03782L101 11,106 322,555 SH   SOLE   322,555 0 0
BLACK KNIGHT INC COM 09215C105 21,012 385,546 SH   SOLE   385,546 0 0
CARGURUS INC COM CL A 141788109 10,937 273,007 SH   SOLE   273,007 0 0
CASA SYS INC COM 14713L102 2,746 330,883 SH   SOLE   330,883 0 0
CIMPRESS N V SHS EURO N20146101 7,051 88,000 SH   SOLE   88,000 0 0
FGL HLDGS ORD SHS G3402M102 19,202 2,439,919 SH   SOLE   2,439,919 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 7,346 494,700 SH   SOLE   494,700 0 0
FRONTDOOR INC COM 35905A109 21,315 619,248 SH   SOLE   619,248 0 0
NEW YORK TIMES CO CL A 650111107 13,455 409,601 SH   SOLE   409,601 0 0
PG&E CORP COM 69331C108 7,957 447,000 SH   SOLE   447,000 0 0
PG&E CORP COM 69331C108 7,957 447,000 SH Put SOLE   447,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,177 164,700 SH   SOLE   164,700 0 0
TRINITY INDS INC COM 896522109 13,547 623,419 SH   SOLE   623,419 0 0
TRUPANION INC COM 898202106 12,603 384,945 SH   SOLE   384,945 0 0
VERRA MOBILITY CORP COM 92511U102 218 18,336 SH   SOLE   18,336 0 0
VERSUM MATLS INC COM 92532W103 19,193 381,500 SH   SOLE   381,500 0 0