The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 168,082 | 7,825,066 | SH | SOLE | 7,825,066 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | COM | 185899101 | 26,905 | 2,693,184 | SH | SOLE | 2,693,184 | 0 | 0 | ||
| GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 13,585 | 644,166 | SH | SOLE | 644,166 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 183,860 | 2,646,607 | SH | SOLE | 2,646,607 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 214,790 | 2,584,410 | SH | SOLE | 2,584,410 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 44,047 | 640,968 | SH | SOLE | 640,968 | 0 | 0 | ||
| SECOO HLDG LTD | ADR | 81367P101 | 6,311 | 720,454 | SH | SOLE | 720,454 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 62,175 | 3,190,105 | SH | SOLE | 3,190,105 | 0 | 0 | ||
| WAITR HLDGS INC | COM | 930752100 | 47,879 | 3,895,808 | SH | SOLE | 3,895,808 | 0 | 0 | ||