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
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,298 64,100 SH   SOLE   64,100 0 0
ALPHABET INC CAP STK CL C 02079K107 1,414 1,160 SH   SOLE   1,160 0 0
ARCONIC INC COM 03965L100 1,066 41,000 SH   SOLE   41,000 0 0
BANK AMER CORP COM 060505104 1,429 49,000 SH   SOLE   49,000 0 0
CBS CORP NEW CL B 124857202 1,413 35,000 SH   SOLE   35,000 0 0
CITIGROUP INC COM NEW 172967424 1,554 22,500 SH   SOLE   22,500 0 0
CONAGRA BRANDS INC COM 205887102 460 15,000 SH   SOLE   15,000 0 0
EXTREME NETWORKS INC COM 30226D106 1,315 180,796 SH   SOLE   180,796 0 0
GCI LIBERTY INC COM CLASS A 36164V305 3,491 56,238 SH   SOLE   56,238 0 0
GRAY TELEVISION INC COM 389375106 775 47,500 SH   SOLE   47,500 0 0
KRATON CORPORATION COM 50077C106 1,303 40,368 SH   SOLE   40,368 0 0
LAS VEGAS SANDS CORP COM 517834107 3,666 63,461 SH   SOLE   63,461 0 0
LUMENTUM HLDGS INC COM 55024U109 884 16,500 SH   SOLE   16,500 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 1,131 111,582 SH   SOLE   111,582 0 0
NEOPHOTONICS CORP COM 64051T100 1,215 199,499 SH   SOLE   199,499 0 0
ONEMAIN HLDGS INC COM 68268W103 1,105 30,123 SH   SOLE   30,123 0 0
PAPA JOHNS INTL INC COM 698813102 2,057 39,287 SH   SOLE   39,287 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,417 35,100 SH Put SOLE   35,100 0 0
STARS GROUP INC COM 85570W100 40,001 2,670,292 SH   SOLE   2,670,292 0 0
VISTEON CORP COM NEW 92839U206 687 8,321 SH   SOLE   8,321 0 0