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
ATHENE HLDG LTD CL A G0684D107 88,687 2,108,585 SH   SOLE   2,108,585 0 0
BRINKS CO COM 109696104 44,065 531,221 SH   SOLE   531,221 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 115,211 279,556 SH   SOLE   279,556 0 0
CHURCHILL CAP CORP II UNIT 99/99/9999 17143G205 21,020 2,000,000 SH   SOLE   2,000,000 0 0
CLARIVATE ANALYTICS PLC *W EXP 11/09/201 G21810117 30,066 5,104,567 SH   SOLE   5,104,567 0 0
CLARIVATE ANALYTICS PLC COM G21810109 69,003 4,090,298 SH   SOLE   4,090,298 0 0
CNH INDL N V SHS N20944109 15,141 1,491,743 SH   SOLE   1,491,743 0 0
FOX CORP CL A COM 35137L105 99,748 3,163,094 SH   SOLE   3,163,094 0 0
GODADDY INC CL A 380237107 131,199 1,988,467 SH   SOLE   1,988,467 0 0
GORES METROPOULOS INC UNIT 99/99/9999 382872208 6,282 592,624 SH   SOLE   592,624 0 0
IQVIA HLDGS INC COM 46266C105 122,455 819,752 SH   SOLE   819,752 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 15,467 726,843 SH   SOLE   726,843 0 0
NRG ENERGY INC COM NEW 629377508 179,066 4,521,881 SH   SOLE   4,521,881 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 60,513 4,288,618 SH   SOLE   4,288,618 0 0
TIFFANY & CO NEW COM 886547108 47,651 514,425 SH   SOLE   514,425 0 0