The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 27,354,000 | 8,656,254 | SH | SOLE | 0 | 8,656,254 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 18,275,000 | 4,250,000 | SH | SOLE | 0 | 4,250,000 | 0 | 0 | |
| CHILDRENS PL INC | COM | 168905107 | 25,592,000 | 1,308,391 | SH | SOLE | 0 | 1,308,391 | 0 | 0 | |
| DARDEN RESTAURANTS INC | COM | 237194105 | 23,145,000 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | |
| DROPBOX INC | CL A | 26210C104 | 66,852,000 | 3,693,490 | SH | SOLE | 0 | 3,693,490 | 0 | 0 | |
| FTI CONSULTING INC | COM | 302941109 | 47,908,000 | 400,000 | SH | SOLE | 0 | 400,000 | 0 | 0 | |
| GARMIN LTD | SHS | H2906T109 | 14,992,000 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| TENABLE HLDGS INC | COM | 88025T102 | 66,375,000 | 3,036,376 | SH | SOLE | 0 | 3,036,376 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 47,950,000 | 7,000,000 | SH | SOLE | 0 | 7,000,000 | 0 | 0 | |
| BOEING CO | COM | 097023105 | 37,285,000 | 250,000 | SH | Put | SOLE | 0 | 250,000 | 0 | 0 |
| FASTENAL CO | COM | 311900104 | 4,688,000 | 150,000 | SH | Put | SOLE | 0 | 150,000 | 0 | 0 |