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 12,275 999,597 SH   SOLE   999,597 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 211,025 13,131,595 SH   SOLE   13,131,595 0 0
ALLY FINL INC COM 02005N100 100,526 4,436,289 SH   SOLE   4,436,289 0 0
ALPHABET INC CAP STK CL A 02079K305 20,865 19,967 SH   SOLE   19,967 0 0
ALTABA INC COM 021346101 118 2,033 SH   SOLE   2,033 0 0
AMAZON COM INC COM 023135106 73,685 49,059 SH   SOLE   49,059 0 0
AUTODESK INC COM 052769106 14,871 115,625 SH   SOLE   115,625 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 62,997 4,064,340 SH   SOLE   4,064,340 0 0
FACEBOOK INC CL A 30303M102 5,318 40,565 SH   SOLE   40,565 0 0
GOLAR LNG LTD NOTE 2.750% 2/1 38046YAB7 284 309,000 PRN   SOLE   309,000 0 0
GRUBHUB INC COM 400110102 87,748 1,142,397 SH   SOLE   1,142,397 0 0
IAC INTERACTIVECORP COM 44919P508 145,735 796,194 SH   SOLE   796,194 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 18,217 465,782 SH   SOLE   465,782 0 0
MEET GROUP INC COM 58513U101 45,816 9,895,416 SH   SOLE   9,895,416 0 0
MINDBODY INC COM CL A 60255W105 229,174 6,295,986 SH   SOLE   6,295,986 0 0
STITCH FIX INC COM CL A 860897107 697 40,769 SH   SOLE   40,769 0 0
WAYFAIR INC CL A 94419L101 3,219 35,736 SH   SOLE   35,736 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 88,140 4,270,344 SH   SOLE   4,270,344 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 20,864 958,809 SH   SOLE   958,809 0 0
DHX MEDIA LTD COM VAR VTG 252406152 2,492 1,517,476 SH   SOLE   1,517,476 0 0
HUYA INC ADS REP SHS A 44852D108 5,610 362,432 SH   SOLE   362,432 0 0
LIBERTY MEDIA CORP DELAWARE NOTE 1.000% 1/3 531229AF9 87,396 84,857,000 PRN   SOLE   84,857,000 0 0
WORLDPAY INC CL A 981558109 927 12,128 SH   SOLE   12,128 0 0
AMAZON COM INC COM 023135106 18,624 12,400 SH Call SOLE   12,400 0 0
EQT CORP COM 26884L109 33,351 1,765,541 SH   SOLE   1,765,541 0 0
FACEBOOK INC CL A 30303M102 4,916 37,500 SH Call SOLE   37,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 511 28,855 SH   SOLE   28,855 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 20,458 152,782 SH   SOLE   152,782 0 0
RETAIL VALUE INC COM 76133Q102 63,963 2,499,524 SH   SOLE   2,499,524 0 0
ZILLOW GROUP INC NOTE 1.500% 7/0 98954MAC5 24,443 28,455,000 PRN   SOLE   28,455,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 40,256 1,850,000 SH Call SOLE   1,850,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,673 180,000 SH   SOLE   180,000 0 0
ALPHABET INC CAP STK CL A 02079K305 22,049 21,100 SH Call SOLE   21,100 0 0
AUTODESK INC COM 052769106 1,222 9,500 SH Call SOLE   9,500 0 0
CANNAE HLDGS INC COM 13765N107 1,679 98,098 SH   SOLE   98,098 0 0
FRONT YD RESIDENTIAL CORP COM 35904G107 3,290 376,828 SH   SOLE   376,828 0 0
HC2 HLDGS INC COM 404139107 75 28,461 SH   SOLE   28,461 0 0
IAC INTERACTIVECORP COM 44919P508 18,304 100,000 SH Call SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 232,143 1,504,883 SH   SOLE   1,504,883 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 214,807 1,392,500 SH Put SOLE   1,392,500 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 41,329 246,006 SH   SOLE   246,006 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 50,400 300,000 SH Put SOLE   300,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 12,051 90,000 SH Put SOLE   90,000 0 0
KIMBERLY CLARK CORP COM 494368103 123,568 1,084,500 SH Put SOLE   1,084,500 0 0
PEGASYSTEMS INC COM 705573103 92,515 1,934,250 SH   SOLE   1,934,250 0 0
RANGE RES CORP COM 75281A109 9,570 1,000,000 SH Call SOLE   1,000,000 0 0
RUMBLEON INC CL B 781386206 501 93,179 SH   SOLE   93,179 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 11,592 510,000 SH Put SOLE   510,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 21,738 86,980 SH   SOLE   86,980 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5,180 102,000 SH   SOLE   102,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 10,156 200,000 SH Call SOLE   200,000 0 0
SPLUNK INC COM 848637104 1,426 13,600 SH Call SOLE   13,600 0 0
VECTOR GROUP LTD COM 92240M108 2,919 300,000 SH Put SOLE   300,000 0 0
WAITR HLDGS INC COM 930752100 1,673 150,000 SH   SOLE   150,000 0 0
WAYFAIR INC CL A 94419L101 1,712 19,000 SH Call SOLE   19,000 0 0
WORKDAY INC NOTE 0.250%10/0 98138HAF8 59,407 48,625,000 PRN   SOLE   48,625,000 0 0
ALLY FINL INC COM 02005N100 62,961 2,778,500 SH Call SOLE   2,778,500 0 0
ALTABA INC COM 021346101 227,171 3,920,800 SH Call SOLE   3,920,800 0 0
LENNAR CORP CL A 526057104 11,354 290,000 SH Call SOLE   290,000 0 0
REDFIN CORP COM 75737F108 766 53,200 SH Call SOLE   53,200 0 0