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

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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 234,998 8,595,396 SH   SOLE 8,595,396 0 0
BORR DRILLING LTD SHS G1466R207 40,802 4,508,520 SH   SOLE 4,508,520 0 0
COUPA SOFTWARE INC COM 22266L106 102,313 699,578 SH   SOLE 699,578 0 0
GRUBHUB INC COM 400110102 103,925 2,136,607 SH   SOLE 2,136,607 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 248,639 2,241,810 SH   SOLE 2,241,810 0 0
PLANET FITNESS INC CL A 72703H101 166,170 2,225,088 SH   SOLE 2,225,088 0 0
SECOO HLDG LTD ADR 81367P101 5,421 920,454 SH   SOLE 920,454 0 0
WAITR HLDGS INC COM 930752100 1,415 4,395,892 SH   SOLE 4,395,892 0 0