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
ALPHABET INC CAP STK CL A 02079K305 89,337 63,000 SH   SOLE   63,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 18,438 1,517,500 SH   SOLE   1,517,500 0 0
BMC STK HLDGS INC COM 05591B109 103,262 4,107,486 SH   SOLE   4,107,486 0 0
BOOT BARN HLDGS INC COM 099406100 19,911 923,500 SH   SOLE   923,500 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 207,000 10,000,000 SH   SOLE   10,000,000 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 1,955 660,492 SH   SOLE   660,492 0 0
EQUITABLE HLDGS INC COM 29452E101 94,507 4,899,270 SH   SOLE   4,899,270 0 0
EVI INDUSTRIES INC COM 26929N102 5,847 269,306 SH   SOLE   269,306 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 286,720 28,000,000 SH   SOLE   28,000,000 0 0
GTT COMMUNICATIONS INC COM 362393100 30,273 3,709,971 SH   SOLE   3,709,971 0 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 18,010 4,324,130 SH   SOLE   4,324,130 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 32,324 2,594,241 SH   SOLE   2,594,241 0 0
JD.COM INC SPON ADR CL A 47215P106 180,540 3,000,000 SH   SOLE   3,000,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 78,351 2,960,000 SH   SOLE   2,960,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 76,701 4,154,967 SH   SOLE   4,154,967 0 0
WAITR HLDGS INC COM 930752100 3,892 1,480,000 SH   SOLE   1,480,000 0 0
YANDEX N V SHS CLASS A N97284108 200,080 4,000,000 SH   SOLE   4,000,000 0 0