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

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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
ALLERGAN PLC SHS G0177J108 5,385 32,000 SH   SOLE   32,000 0 0
ALTABA INC COM 021346101 3,702 50,000 SH   SOLE   50,000 0 0
ANI PHARMACEUTICALS INC COM 00182C103 2,329 40,000 SH   SOLE   40,000 0 0
CARS COM INC COM 14575E105 3,116 110,000 SH   SOLE   110,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,276 80,000 SH   SOLE   80,000 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 5,339 950,000 SH   SOLE   950,000 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 2,661 132,072 SH   SOLE   132,072 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 8,031 109,700 SH   SOLE   109,700 0 0
IMPERVA INC COM 45321L100 4,330 100,000 SH   SOLE   100,000 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 873 36,900 SH   SOLE   36,900 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 1,458 74,967 SH   SOLE   74,967 0 0
MYLAN N V SHS EURO N59465109 9,391 228,100 SH   SOLE   228,100 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 244 8,500 SH   OTR   0 8,500 0
NXP SEMICONDUCTORS N V COM N6596X109 8,178 69,900 SH   SOLE   69,900 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 6,514 170,000 SH   SOLE   170,000 0 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 3,609 210,200 SH   SOLE   210,200 0 0
QUALITY CARE PPTYS INC COM 747545101 1,943 100,000 SH   SOLE   100,000 0 0
RAMACO RES INC COM 75134P303 2,348 326,614 SH   SOLE   326,614 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 3,418 200,000 SH   SOLE   200,000 0 0
TIME WARNER INC COM NEW 887317303 9,458 100,000 SH   SOLE   100,000 0 0