The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 139,638 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 21,032 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| BMC STK HLDGS INC | COM | 05591B109 | 132,291 | 2,464,429 | SH | SOLE | 2,464,429 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 204,050 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 3,164 | 660,492 | SH | SOLE | 660,492 | 0 | 0 | ||
| EQUITABLE HLDGS INC | COM | 29452E101 | 230,310 | 9,000,000 | SH | SOLE | 9,000,000 | 0 | 0 | ||
| EVI INDS INC | COM | 26929N102 | 8,058 | 269,306 | SH | SOLE | 269,306 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 434,160 | 24,000,000 | SH | SOLE | 24,000,000 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 18,600 | 5,209,971 | SH | SOLE | 5,209,971 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | COM | 362409104 | 32,759 | 6,324,130 | SH | SOLE | 6,324,130 | 0 | 0 | ||
| INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 40,263 | 2,594,241 | SH | SOLE | 2,594,241 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 103,370 | 1,176,000 | SH | SOLE | 1,176,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 132,336 | 4,154,967 | SH | SOLE | 4,154,967 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 148,623 | 2,136,000 | SH | SOLE | 2,136,000 | 0 | 0 | ||