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
ASSURANT INC COM 04621X108 7,557 70,000 SH   SOLE   70,000 0 0
ATHENE HLDG LTD CL A G0684D107 20,153 390,103 SH   SOLE   390,103 0 0
BGC PARTNERS INC CL A 05541T101 11,925 1,008,913 SH   SOLE   1,008,913 0 0
BGC PARTNERS INC CL A 05541T101 5,910 500,000 SH Call SOLE   500,000 0 0
BLACK KNIGHT INC COM 09215C105 18,819 362,259 SH   SOLE   362,259 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 13,098 250,000 SH Call SOLE   250,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 18,108 740,000 SH Call SOLE   740,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 15,908 650,103 SH   SOLE   650,103 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 3,980 518,900 SH   SOLE   518,900 0 0
JPMORGAN CHASE & CO COM 46625H100 18,232 161,577 SH   SOLE   161,577 0 0
KEYCORP NEW COM 493267108 17,088 859,103 SH   SOLE   859,103 0 0
NATIONAL GEN HLDGS CORP COM 636220303 10,669 397,500 SH   SOLE   397,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 29,072 100,000 SH Put SOLE   100,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 29,710 500,000 SH Call SOLE   500,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 20,804 366,075 SH   SOLE   366,075 0 0
THOMSON REUTERS CORP COM 884903105 25,855 566,000 SH   SOLE   566,000 0 0
THOMSON REUTERS CORP COM 884903105 11,192 245,000 SH Call SOLE   245,000 0 0
WORLDPAY INC CL A 981558109 14,836 146,500 SH   SOLE   146,500 0 0