The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALTICE USA INC | CL A | 02156K103 | 141,947 | 7,825,066 | SH | SOLE | 7,825,066 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 27,220 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| CLEVELAND CLIFFS INC | COM | 185899101 | 20,676 | 1,633,184 | SH | SOLE | 1,633,184 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 50,886 | 1,830,426 | SH | SOLE | 1,830,426 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 269,639 | 1,945,164 | SH | SOLE | 1,945,164 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 153,030 | 1,894,410 | SH | SOLE | 1,894,410 | 0 | 0 | ||
| LANDCADIA HLDGS INC | CL A | 51476W107 | 35,772 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
| LANDCADIA HLDGS INC | *W EXP 06/01/202 | 51476W115 | 2,286 | 1,921,160 | SH | SOLE | 1,921,160 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 97,234 | 3,190,105 | SH | SOLE | 3,190,105 | 0 | 0 | ||