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 23,753 265,580 SH   SOLE   265,580 0 0
AXA EQUITABLE HLDGS INC COM 054561105 14,278 858,547 SH   SOLE   858,547 0 0
BGC PARTNERS INC CL A 05541T101 2,585 500,000 SH Call SOLE   500,000 0 0
BGC PARTNERS INC CL A 05541T101 11,356 2,196,579 SH   SOLE   2,196,579 0 0
BLACK KNIGHT INC COM 09215C105 26,231 582,134 SH   SOLE   582,134 0 0
FEDERATED INVS INC PA CL B 314211103 6,638 250,000 SH   SOLE   250,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 5,073 300,000 SH Call SOLE   300,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 25,365 1,500,000 SH   SOLE   1,500,000 0 0
JPMORGAN CHASE & CO COM 46625H100 14,168 145,137 SH   SOLE   145,137 0 0
NEWMARK GROUP INC CL A 65158N102 11,531 1,437,764 SH   SOLE   1,437,764 0 0
THOMSON REUTERS CORP COM NEW 884903709 14,930 309,040 SH   SOLE   309,040 0 0
TOTAL SYS SVCS INC COM 891906109 22,476 276,496 SH   SOLE   276,496 0 0
VIRTU FINL INC CL A 928254101 16,486 640,000 SH   SOLE   640,000 0 0
VOYA FINL INC COM 929089100 11,285 281,143 SH   SOLE   281,143 0 0