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 37,635 2,367,003 SH   SOLE   2,367,003 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 200,349 13,026,595 SH   SOLE   13,026,595 0 0
ALLY FINL INC COM 02005N100 146,926 5,592,922 SH   SOLE   5,592,922 0 0
ALPHABET INC CAP STK CL C 02079K107 2,237 2,005 SH   SOLE   2,005 0 0
ALPHABET INC CAP STK CL A 02079K305 56,272 49,834 SH   SOLE   49,834 0 0
ALTABA INC COM 021346101 276,703 3,779,573 SH   SOLE   3,779,573 0 0
AMAZON COM INC COM 023135106 41,815 24,600 SH   SOLE   24,600 0 0
AUTODESK INC COM 052769106 40,524 309,130 SH   SOLE   309,130 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 140,801 6,515,539 SH   SOLE   6,515,539 0 0
FACEBOOK INC CL A 30303M102 56,156 288,989 SH   SOLE   288,989 0 0
GOLAR LNG LTD NOTE 2.750% 2/1 38046YAB7 337 309,000 PRN   SOLE   309,000 0 0
GRUBHUB INC COM 400110102 23,619 225,133 SH   SOLE   225,133 0 0
HC2 HLDGS INC COM 404139107 618 105,571 SH   SOLE   105,571 0 0
IAC INTERACTIVECORP COM 44919P508 337,262 2,211,696 SH   SOLE   2,211,696 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 20,466 465,782 SH   SOLE   465,782 0 0
MEET GROUP INC COM 58513U101 26,703 5,960,602 SH   SOLE   5,960,602 0 0
MEET GROUP INC COM 58513U101 1,120 250,000 SH Call SOLE   250,000 0 0
MINDBODY INC COM CL A 60255W105 247,449 6,410,599 SH   SOLE   6,410,599 0 0
STITCH FIX INC COM CL A 860897107 1,907 69,513 SH   SOLE   69,513 0 0
WAYFAIR INC CL A 94419L101 4,003 33,704 SH   SOLE   33,704 0 0
ZILLOW GROUP INC NOTE 2.000%12/0 98954MAB7 1,283 1,013,000 PRN   SOLE   1,013,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 67,821 2,548,703 SH   SOLE   2,548,703 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 63,809 2,165,941 SH   SOLE   2,165,941 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,755 149,600 SH Call SOLE   149,600 0 0
ALLY FINL INC COM 02005N100 41,501 1,579,800 SH Call SOLE   1,579,800 0 0
ALTABA INC COM 021346101 65,889 900,000 SH Call SOLE   900,000 0 0
ALTRIA GROUP INC COM 02209S103 28,395 500,000 SH Put SOLE   500,000 0 0
AMAZON COM INC COM 023135106 24,817 14,600 SH Call SOLE   14,600 0 0
DHX MEDIA LTD COM VAR VTG 252406152 8,044 3,869,865 SH   SOLE   3,869,865 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 1,717 95,000 SH Call SOLE   95,000 0 0
GGP INC COM 36174X101 82,052 4,016,244 SH   SOLE   4,016,244 0 0
HUYA INC ADS REP SHS A 44852D108 15,370 467,314 SH   SOLE   467,314 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 61,299 300,000 SH Put SOLE   300,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 397,961 2,430,000 SH Put SOLE   2,430,000 0 0
LANDCADIA HLDGS INC CL A 51476W107 1,520 150,000 SH   SOLE   150,000 0 0
LANDCADIA HLDGS INC *W EXP 06/01/202 51476W115 20,834 2,056,650 SH   SOLE   2,056,650 0 0
LIBERTY MEDIA CORP DELAWARE NOTE 1.000% 1/3 531229AF9 89,375 76,419,000 PRN   SOLE   76,419,000 0 0
MATCH GROUP INC COM 57665R106 3,409 88,000 SH Call SOLE   88,000 0 0
MICROSOFT CORP COM 594918104 23,302 236,308 SH   SOLE   236,308 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,580 39,000 SH Put SOLE   39,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 678,200 2,500,000 SH Call SOLE   2,500,000 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 8,744 200,000 SH Put SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 59,260 1,150,000 SH Put SOLE   1,150,000 0 0
WORLDPAY INC CL A 981558109 3,398 41,556 SH   SOLE   41,556 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 6,652 250,000 SH Call SOLE   250,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 14,730 500,000 SH Call SOLE   500,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 12,355 71,978 SH   SOLE   71,978 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 55,185 321,500 SH Put SOLE   321,500 0 0