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 58,975 1,778,500 SH Call SOLE   1,778,500 0 0
ALLY FINL INC COM 02005N100 97,818 2,949,874 SH   SOLE   2,949,874 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 87,404 12,336,495 SH   SOLE   12,336,495 0 0
ALIBABA GROUP HLDG LTD CALL 01609W902 50,169 300,000 SH Call SOLE   300,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 50,930 304,551 SH   SOLE   304,551 0 0
ALPHABET INC CALL 02079K905 13,433 11,000 SH Call SOLE   11,000 0 0
ALPHABET INC CALL 02079K905 18,317 15,000 SH Call SOLE   15,000 0 0
ALPHABET INC CAP STK CL A 02079K305 22,371 18,320 SH   SOLE   18,320 0 0
AMAZON COM INC CALL 023135906 27,080 15,600 SH Call SOLE   15,600 0 0
AMAZON COM INC COM 023135106 116,263 66,975 SH   SOLE   66,975 0 0
AUTODESK INC COM 052769106 24,969 169,049 SH   SOLE   169,049 0 0
CBL & ASSOC PPTYS INC COM 124830100 8,946 6,935,102 SH   SOLE   6,935,102 0 0
CARVANA CO CALL 146869902 16,500 250,000 SH Call SOLE   250,000 0 0
CARVANA CO CL A 146869102 82,370 1,248,026 SH   SOLE   1,248,026 0 0
CLARIVATE ANALYTICS PLC COM G21810109 2,412 143,001 SH   SOLE   143,001 0 0
FOX CORP CALL 35137L905 15,768 500,000 SH Call SOLE   500,000 0 0
FOX CORP CALL 35137L905 15,768 500,000 SH Call SOLE   500,000 0 0
FOX CORP CALL 35137L905 15,768 500,000 SH Call SOLE   500,000 0 0
FOX CORP CALL 35137L905 5,891 186,800 SH Call SOLE   186,800 0 0
FOX CORP CL A COM 35137L105 36,684 1,163,284 SH   SOLE   1,163,284 0 0
FACEBOOK INC CL A 30303M102 39,455 221,555 SH   SOLE   221,555 0 0
FARFETCH LTD CALL 30744W907 4,320 500,000 SH Call SOLE   500,000 0 0
FARFETCH LTD CALL 30744W907 12,960 1,500,000 SH Call SOLE   1,500,000 0 0
FARFETCH LTD CALL 30744W907 2,592 300,000 SH Call SOLE   300,000 0 0
FARFETCH LTD CALL 30744W907 4,320 500,000 SH Call SOLE   500,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 19,179 2,219,774 SH   SOLE   2,219,774 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 34,486 4,598,111 SH   SOLE   4,598,111 0 0
GNC HLDGS INC NOTE 1.500% 8/1 36191GAB3 7,774 8,400,000 PRN   SOLE   8,400,000 0 0
GLOBAL SHIP LEASE INC NEW COM CL A Y27183600 1,339 175,000 SH   SOLE   175,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 12,990 1,000,000 SH Call SOLE   1,000,000 0 0
GOLAR LNG LTD NOTE 2.750% 2/1 38046YAB7 1,490 1,709,000 PRN   SOLE   1,709,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 38,425 2,958,065 SH   SOLE   2,958,065 0 0
HUYA INC ADS REP SHS A 44852D108 1,970 83,334 SH   SOLE   83,334 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 770 39,996 SH   SOLE   39,996 0 0
IAC INTERACTIVECORP COM 44919P508 306,684 1,407,001 SH   SOLE   1,407,001 0 0
INVESCO QQQ TR PUT 46090E953 33,042 175,000 SH Put SOLE   175,000 0 0
INVESCO QQQ TR PUT 46090E953 56,643 300,000 SH Put SOLE   300,000 0 0
INVESCO QQQ TR PUT 46090E953 35,874 190,000 SH Put SOLE   190,000 0 0
INVESCO QQQ TR PUT 46090E953 28,322 150,000 SH Put SOLE   150,000 0 0
INVESCO QQQ TR PUT 46090E953 18,881 100,000 SH Put SOLE   100,000 0 0
INVESCO QQQ TR PUT 46090E953 94,405 500,000 SH Put SOLE   500,000 0 0
KB HOME COM 48666K109 11,057 325,217 SH   SOLE   325,217 0 0
LENNAR CORP CALL 526057904 16,197 290,000 SH Call SOLE   290,000 0 0
LENNAR CORP CL A 526057104 52,742 944,349 SH   SOLE   944,349 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,758 200,000 SH Call SOLE   200,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 238,952 10,044,240 SH   SOLE   10,044,240 0 0
LIBERTY MEDIA CORP DELAWARE NOTE 1.000% 1/3 531229AF9 48,454 38,691,000 PRN   SOLE   38,691,000 0 0
M D C HLDGS INC CALL 552676908 10,775 250,000 SH Call SOLE   250,000 0 0
M D C HLDGS INC COM 552676108 26,480 614,375 SH   SOLE   614,375 0 0
MATCH GROUP INC CALL 57665R906 14,288 200,000 SH Call SOLE   200,000 0 0
MEET GROUP INC COM 58513U101 39,406 12,032,344 SH   SOLE   12,032,344 0 0
PEGASYSTEMS INC COM 705573103 223,430 3,283,315 SH   SOLE   3,283,315 0 0
HC2 HLDGS INC COM 404139107 521 221,690 SH   SOLE   221,690 0 0
THE REALREAL INC COM 88339P101 3,384 151,350 SH   SOLE   151,350 0 0
RETAIL VALUE INC COM 76133Q102 110,903 2,994,142 SH   SOLE   2,994,142 0 0
RUMBLEON INC CL B 781386206 269 93,179 SH   SOLE   93,179 0 0
SPDR S&P 500 ETF TR PUT 78462F953 106,837 360,000 SH Put SOLE   360,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 108,321 365,000 SH Put SOLE   365,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 86,063 290,000 SH Put SOLE   290,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 445,155 1,500,000 SH Put SOLE   1,500,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 23,742 80,000 SH Put SOLE   80,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 148,385 500,000 SH Put SOLE   500,000 0 0
STITCH FIX INC COM CL A 860897107 7,026 364,984 SH   SOLE   364,984 0 0
UNITED STATES OIL FUND LP CALL 91232N908 5,670 500,000 SH Call SOLE   500,000 0 0
WAITR HLDGS INC COM 930752100 668 520,195 SH   SOLE   520,195 0 0
WAITR HLDGS INC COM 930752100 418 325,000 SH   SOLE   325,000 0 0
WORKDAY INC NOTE 0.250%10/0 98138HAF8 36,213 27,625,000 PRN   SOLE   27,625,000 0 0
ZILLOW GROUP INC NOTE 1.500% 7/0 98954MAC5 16,740 19,063,000 PRN   SOLE   19,063,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 14,473 95,635 SH   SOLE   95,635 0 0
ISHARES TR PUT 464287955 414,672 2,740,000 SH Put SOLE   2,740,000 0 0
ISHARES TR PUT 464287955 15,134 100,000 SH Put SOLE   100,000 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 16,512 85,672 SH   SOLE   85,672 0 0