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
ALLY FINL INC CALL 02005N900 55,116 1,778,500 SH Call SOLE   1,778,500 0 0
ALLY FINL INC COM 02005N100 54,532 1,759,650 SH   SOLE   1,759,650 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 170,842 13,131,595 SH   SOLE   13,131,595 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 40,689 240,123 SH   SOLE   240,123 0 0
ALPHABET INC CALL 02079K905 11,911 11,000 SH Call SOLE   11,000 0 0
ALPHABET INC CALL 02079K905 16,242 15,000 SH Call SOLE   15,000 0 0
ALPHABET INC CAP STK CL C 02079K107 1,014 938 SH   SOLE   938 0 0
ALPHABET INC CAP STK CL A 02079K305 106,427 98,289 SH   SOLE   98,289 0 0
ALTABA INC CALL 021346901 41,622 600,000 SH Call SOLE   600,000 0 0
ALTABA INC CALL 021346901 20,811 300,000 SH Call SOLE   300,000 0 0
ALTABA INC CALL 021346901 1,443 20,800 SH Call SOLE   20,800 0 0
ALTABA INC CALL 021346901 208,110 3,000,000 SH Call SOLE   3,000,000 0 0
AMAZON COM INC CALL 023135906 29,541 15,600 SH Call SOLE   15,600 0 0
AMAZON COM INC COM 023135106 74,617 39,404 SH   SOLE   39,404 0 0
AUTODESK INC COM 052769106 1,218 7,480 SH   SOLE   7,480 0 0
CBL & ASSOC PPTYS INC COM G21810117 9,125 8,774,499 SH   SOLE   8,774,499 0 0
CLARIVATE ANALYTICS PLC *W EXP 11/09/201 G21810117 7,690 500,000 SH Call SOLE   500,000 0 0
CLARIVATE ANALYTICS PLC COM G21810109 42,433 2,758,966 SH   SOLE   2,758,966 0 0
SELECT SECTOR SPDR TR PUT 81369Y958 34,842 600,000 SH Put SOLE   600,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 209 3,064 SH   SOLE   3,064 0 0
EVENTBRITE INC COM CL A 29975E109 810 50,000 SH   SOLE   50,000 0 0
FOX CORP CL A COM 35137L105 51,986 1,418,843 SH   SOLE   1,418,843 0 0
FACEBOOK INC CL A 30303M102 36,747 190,398 SH   SOLE   190,398 0 0
FARFETCH LTD ORD SH CL A 30744W107 38,670 1,859,117 SH   SOLE   1,859,117 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 25,548 3,397,327 SH   SOLE   3,397,327 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 5,544 300,000 SH Call SOLE   300,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 18,480 1,000,000 SH Call SOLE   1,000,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,620 250,000 SH Call SOLE   250,000 0 0
GOLAR LNG LTD NOTE 2.750% 2/1 38046YAB7 285 309,000 PRN   SOLE   309,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 32,151 1,739,778 SH   SOLE   1,739,778 0 0
HUYA INC ADS REP SHS A 44852D108 8,433 341,284 SH   SOLE   341,284 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 304 39,996 SH   SOLE   39,996 0 0
IAC INTERACTIVECORP COM 44919P508 200,494 921,683 SH   SOLE   921,683 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,287 6,894 SH   SOLE   6,894 0 0
INVESCO QQQ TR PUT 46090E953 108,309 580,000 SH Put SOLE   580,000 0 0
INVESCO QQQ TR PUT 46090E953 91,503 490,000 SH Put SOLE   490,000 0 0
INVESCO QQQ TR PUT 46090E953 35,481 190,000 SH Put SOLE   190,000 0 0
LENNAR CORP CALL 526057904 14,053 290,000 SH Call SOLE   290,000 0 0
LENNAR CORP CALL 526057904 14,538 300,000 SH Call SOLE   300,000 0 0
LENNAR CORP CALL 526057904 22,359 461,400 SH Call SOLE   461,400 0 0
LENNAR CORP CL A 526057104 33,606 693,475 SH   SOLE   693,475 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 53,060 2,000,000 SH Call SOLE   2,000,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 71,038 2,677,637 SH   SOLE   2,677,637 0 0
LIBERTY MEDIA CORP DELAWARE NOTE 1.000% 1/3 531229AF9 46,333 39,357,000 PRN   SOLE   39,357,000 0 0
MEET GROUP INC COM 58513U101 41,873 12,032,344 SH   SOLE   12,032,344 0 0
PEGASYSTEMS INC COM 705573103 188,185 2,642,675 SH   SOLE   2,642,675 0 0
HC2 HLDGS INC COM 404139107 355 150,531 SH   SOLE   150,531 0 0
RETAIL VALUE INC COM 76133Q102 104,196 2,994,142 SH   SOLE   2,994,142 0 0
RUMBLEON INC CL B 781386206 417 93,179 SH   SOLE   93,179 0 0
SPDR S&P 500 ETF TR PUT 78462F953 111,340 380,000 SH Put SOLE   380,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 45,269 154,500 SH Put SOLE   154,500 0 0
STITCH FIX INC COM CL A 860897107 7,328 229,082 SH   SOLE   229,082 0 0
WAITR HLDGS INC COM 930752100 3,272 520,195 SH   SOLE   520,195 0 0
WAITR HLDGS INC COM 930752100 2,034 325,000 SH   SOLE   325,000 0 0
WORKDAY INC NOTE 0.250%10/0 98138HAF8 41,370 27,625,000 PRN   SOLE   27,625,000 0 0
ZILLOW GROUP INC NOTE 1.500% 7/0 98954MAC5 17,733 18,063,000 PRN   SOLE   18,063,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,491 28,052 SH   SOLE   28,052 0 0
ISHARES TR PUT 464287955 37,320 240,000 SH Put SOLE   240,000 0 0