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
AMC ENTMT HLDGS INC CL A COM 00165C104 30,255 2,153,373 SH   SOLE   2,153,373 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 158,283 11,655,630 SH   SOLE   11,655,630 0 0
ALLY FINL INC COM 02005N100 111,456 4,105,206 SH   SOLE   4,105,206 0 0
ALLY FINL INC COM 02005N100 8,145 300,000 SH Call SOLE   300,000 0 0
ALPHABET INC CAP STK CL C 02079K107 1,714 1,661 SH   SOLE   1,661 0 0
ALPHABET INC CAP STK CL A 02079K305 9,853 9,500 SH   SOLE   9,500 0 0
ALTABA INC COM 021346101 279,840 3,779,573 SH   SOLE   3,779,573 0 0
ALTABA INC COM 021346101 59,972 810,000 SH Call SOLE   810,000 0 0
AMAZON COM INC COM 023135106 101,353 70,027 SH   SOLE   70,027 0 0
AMAZON COM INC COM 023135106 23,013 15,900 SH Call SOLE   15,900 0 0
AUTODESK INC COM 052769106 71,803 571,772 SH   SOLE   571,772 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 369 14,299 SH   SOLE   14,299 0 0
DHX MEDIA LTD SHS VAR VTG 252406608 6,465 2,177,627 SH   SOLE   2,177,627 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 107,054 5,414,974 SH   SOLE   5,414,974 0 0
FACEBOOK INC CL A 30303M102 34,361 215,040 SH   SOLE   215,040 0 0
FORESTAR GROUP INC COM 346232101 746 35,250 SH   SOLE   35,250 0 0
GOLAR LNG LTD NOTE 2.750% 2/1 38046YAB7 315 309,000 PRN   SOLE   309,000 0 0
GRUBHUB INC COM 400110102 53,793 530,140 SH   SOLE   530,140 0 0
HC2 HLDGS INC COM 404139107 388 73,721 SH   SOLE   73,721 0 0
IAC INTERACTIVECORP COM 44919P508 244,740 1,565,033 SH   SOLE   1,565,033 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 379,575 2,500,000 SH Put SOLE   2,500,000 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 18,296 465,782 SH   SOLE   465,782 0 0
MEET GROUP INC COM 58513U101 7,522 3,598,843 SH   SOLE   3,598,843 0 0
MEET GROUP INC COM 58513U101 522 250,000 SH Call SOLE   250,000 0 0
MEREDITH CORP COM 589433101 3,497 65,000 SH Put SOLE   65,000 0 0
MINDBODY INC COM CL A 60255W105 249,372 6,410,599 SH   SOLE   6,410,599 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 65,085 406,450 SH   SOLE   406,450 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 141,395 883,000 SH Put SOLE   883,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 142,864 542,900 SH Put SOLE   542,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 268,413 1,020,000 SH Call SOLE   1,020,000 0 0
SHOE CARNIVAL INC COM 824889109 3,808 160,000 SH Put SOLE   160,000 0 0
STITCH FIX INC COM CL A 860897107 4,852 239,235 SH   SOLE   239,235 0 0
STITCH FIX INC COM CL A 860897107 3,650 180,000 SH Call SOLE   180,000 0 0
VIDEOCON D2H LTD ADR 92657J101 52,078 6,350,962 SH   SOLE   6,350,962 0 0
VOYA FINL INC COM 929089100 146,774 2,906,410 SH   SOLE   2,906,410 0 0
WAYFAIR INC CL A 94419L101 7,665 113,510 SH   SOLE   113,510 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 6,026 112,000 SH Call SOLE   112,000 0 0
ZILLOW GROUP INC NOTE 2.000%12/0 98954MAB7 30,832 25,510,000 PRN   SOLE   25,510,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 67,534 2,219,327 SH   SOLE   2,219,327 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 46,021 1,682,037 SH   SOLE   1,682,037 0 0