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 54,351 1,778,500 SH Call SOLE   1,778,500 0 0
ALLY FINL INC CALL 02005N900 15,280 500,000 SH Call SOLE   500,000 0 0
ALLY FINL INC COM 02005N100 82,324 2,693,848 SH   SOLE   2,693,848 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 91,719 10,828,637 SH   SOLE   10,828,637 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 68,837 324,550 SH   SOLE   324,550 0 0
AMAZON COM INC CALL 023135906 4,250 2,300 SH Call SOLE   2,300 0 0
AMAZON COM INC CALL 023135906 26,794 14,500 SH Call SOLE   14,500 0 0
AMAZON COM INC CALL 023135906 332,611 180,000 SH Call SOLE   180,000 0 0
AMAZON COM INC COM 023135106 68,514 37,078 SH   SOLE   37,078 0 0
ATHENE HLDG LTD CL A G0684D107 87,260 1,855,414 SH   SOLE   1,855,414 0 0
ATLASSIAN CORP PLC CL A G06242104 2,175 18,070 SH   SOLE   18,070 0 0
AUTODESK INC PUT 052769956 88,189 480,698 SH   SOLE   480,698 0 0
CBL & ASSOC PPTYS INC COM 124830100 9,801 9,333,820 SH   SOLE   9,333,820 0 0
CARVANA CO CL A 146869102 46,433 504,430 SH   SOLE   504,430 0 0
SELECT SECTOR SPDR TR PUT 81369Y958 62,980 1,000,000 SH Put SOLE   1,000,000 0 0
ELASTIC N V ORD SHS N14506104 2,160 33,600 SH   SOLE   33,600 0 0
FGL HLDGS ORD SHS G3402M102 21,618 2,029,862 SH   SOLE   2,029,862 0 0
FACEBOOK INC CL A 30303M102 7,172 34,941 SH   SOLE   34,941 0 0
FARFETCH LTD CALL 30744W907 5,175 500,000 SH Call SOLE   500,000 0 0
FARFETCH LTD CALL 30744W907 15,525 1,500,000 SH Call SOLE   1,500,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 25,587 2,472,168 SH   SOLE   2,472,168 0 0
FITBIT INC CL A 33812L102 657 100,000 SH   SOLE   100,000 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 47,705 6,863,984 SH   SOLE   6,863,984 0 0
GNC HLDGS INC NOTE 1.500% 8/1 36191GAB3 11,349 11,800,000 PRN   SOLE   11,800,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 43,535 3,061,563 SH   SOLE   3,061,563 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 835 39,996 SH   SOLE   39,996 0 0
IAC INTERACTIVECORP CALL 44919P908 8,221 33,000 SH Call SOLE   33,000 0 0
IAC INTERACTIVECORP COM 44919P508 308,387 1,237,955 SH   SOLE   1,237,955 0 0
INVESCO QQQ TR PUT 46090E953 31,892 150,000 SH Put SOLE   150,000 0 0
LENNAR CORP CL A 526057104 4,541 81,403 SH   SOLE   81,403 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,359 200,000 SH Call SOLE   200,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 28,833 1,322,900 SH Call SOLE   1,322,900 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 23,975 1,100,000 SH Call SOLE   1,100,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 8,718 400,000 SH Call SOLE   400,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 10,898 500,000 SH Call SOLE   500,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 243,980 11,194,326 SH   SOLE   11,194,326 0 0
LIBERTY MEDIA CORP DELAWARE NOTE 1.000% 1/3 531229AF9 38,165 28,691,000 PRN   SOLE   28,691,000 0 0
MEET GROUP INC COM 58513U101 60,282 12,032,344 SH   SOLE   12,032,344 0 0
PEGASYSTEMS INC COM 705573103 258,398 3,244,168 SH   SOLE   3,244,168 0 0
HC2 HLDGS INC COM 404139107 633 291,723 SH   SOLE   291,723 0 0
RETAIL VALUE INC COM 76133Q102 108,156 2,939,026 SH   SOLE   2,939,026 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,779 14,849 SH   SOLE   14,849 0 0
SPDR S&P 500 ETF TR PUT 78462F953 250,246 777,500 SH Put SOLE   777,500 0 0
SPDR S&P 500 ETF TR PUT 78462F953 431,292 1,340,000 SH Put SOLE   1,340,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 48,279 150,000 SH Put SOLE   150,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 482,790 1,500,000 SH Put SOLE   1,500,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 160,930 500,000 SH Put SOLE   500,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 24,876 427,059 SH   SOLE   427,059 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 1,741 37,841 SH   SOLE   37,841 0 0
SQUARE INC CL A 852234103 2,158 34,490 SH   SOLE   34,490 0 0
STITCH FIX INC COM CL A 860897107 9,365 364,984 SH   SOLE   364,984 0 0
TRI POINTE GROUP INC COM 87265H109 4,554 292,309 SH   SOLE   292,309 0 0
TWILIO INC CL A 90138F102 2,113 21,500 SH   SOLE   21,500 0 0
WAITR HLDGS INC COM 930752100 168 520,195 SH   SOLE   520,195 0 0
WAITR HLDGS INC COM 930752100 105 325,000 SH   SOLE   325,000 0 0
WAYFAIR INC CL A 94419L101 2,164 23,950 SH   SOLE   23,950 0 0
YANDEX N V SHS CLASS A N97284108 15,606 358,850 SH   SOLE   358,850 0 0
ZILLOW GROUP INC NOTE 1.500% 7/0 98954MAC5 913 954,000 PRN   SOLE   954,000 0 0