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
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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
ALLY FINL INC COM 02005N100 87,750 4,198,571 SH   SOLE   4,198,571 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 77,092 2,249,562 SH   SOLE   2,249,562 0 0
CONNS INC COM 208242107 1,033 54,077 SH   SOLE   54,077 0 0
DHX MEDIA LTD SHS VAR VTG 252406608 20,040 4,525,145 SH   SOLE   4,525,145 0 0
GRUBHUB INC COM 400110102 130,238 2,987,100 SH   SOLE   2,987,100 0 0
HILTON GRAND VACATIONS INC COM 43283X105 37,561 1,041,623 SH   SOLE   1,041,623 0 0
IAC INTERACTIVECORP COM 44919P508 30,096 291,518 SH   SOLE   291,518 0 0
MINDBODY INC COM CL A 60255W105 143,203 5,264,816 SH   SOLE   5,264,816 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 20,808 347,965 SH   SOLE   347,965 0 0
VIDEOCON D2H LTD ADR 92657J101 44,361 4,554,482 SH   SOLE   4,554,482 0 0
VOYA FINL INC COM 929089100 75,062 2,034,746 SH   SOLE   2,034,746 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 44,307 1,421,009 SH   SOLE   1,421,009 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 57,208 2,571,159 SH   SOLE   2,571,159 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,204 29,792 SH   SOLE   29,792 0 0
ALLY FINL INC COM 02005N100 20,837 997,000 SH Call SOLE   997,000 0 0
ALTABA INC COM 021346101 51,228 940,316 SH   SOLE   940,316 0 0
AMAZON COM INC COM 023135106 38,961 40,249 SH   SOLE   40,249 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 20,475 645,703 SH   SOLE   645,703 0 0
CARS COM INC COM 14575E105 31,368 1,177,911 SH   SOLE   1,177,911 0 0
CHRISTOPHER & BANKS CORP COM 171046105 122 92,787 SH   SOLE   92,787 0 0
GULFPORT ENERGY CORP COM NEW 402635304 2,213 150,000 SH Call SOLE   150,000 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 7,669 141,960 SH   SOLE   141,960 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 186,914 1,357,992 SH   SOLE   1,357,992 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 68,820 500,000 SH Call SOLE   500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 189,450 783,500 SH Put SOLE   783,500 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 40,635 1,826,300 SH Call SOLE   1,826,300 0 0