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
ABERCROMBIE & FITCH CO CL A 002896207 266 25,000 SH   SOLE   25,000 0 0
ADT INC DEL COM 00090Q103 118,432 14,841,150 SH   SOLE   14,841,150 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 66,144 306,650 SH   SOLE   306,650 0 0
ALPHABET INC CAP STK CL A 02079K305 71,050 50,104 SH   SOLE   50,104 0 0
AMAZON COM INC COM 023135106 140,852 51,055 SH   SOLE   51,055 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 875 625,000 SH   SOLE   625,000 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 1,181 180,000 SH   SOLE   180,000 0 0
ANTERO RESOURCES CORP COM 03674X106 85 33,425 SH   SOLE   33,425 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 10,473 209,800 SH   SOLE   209,800 0 0
ATLAS CORP SHS Y0436Q109 5,115 673,060 SH   SOLE   673,060 0 0
AVID TECHNOLOGY INC COM 05367P100 4,989 686,284 SH   SOLE   686,284 0 0
BAUSCH HEALTH COS INC COM 071734107 57,752 3,157,580 SH   SOLE   3,157,580 0 0
BED BATH & BEYOND INC COM 075896100 1,266 119,435 SH   SOLE   119,435 0 0
BK OF AMERICA CORP COM 060505104 43,877 1,847,445 SH   SOLE   1,847,445 0 0
BOEING CO COM 097023105 36,217 197,582 SH   SOLE   197,582 0 0
BRIGHTHOUSE FINL INC COM 10922N103 25,669 922,669 SH   SOLE   922,669 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 23,184 1,000,620 SH   SOLE   1,000,620 0 0
CAPITAL ONE FINL CORP COM 14040H105 25,277 403,852 SH   SOLE   403,852 0 0
CARLYLE GROUP INC COM 14316J108 6,138 220,000 SH   SOLE   220,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 7,315 266,000 SH   SOLE   266,000 0 0
CHAPARRAL ENERGY INC COM CL A 15942R208 176 271,800 SH   SOLE   271,800 0 0
CHEMOURS CO COM 163851108 62,715 4,085,675 SH   SOLE   4,085,675 0 0
CHICOS FAS INC COM 168615102 2,120 1,536,300 SH   SOLE   1,536,300 0 0
CITIGROUP INC COM NEW 172967424 33,022 646,225 SH   SOLE   646,225 0 0
CLEVELAND CLIFFS INC COM 185899101 113 20,548 SH   SOLE   20,548 0 0
CORECIVIC INC COM 21871N101 328 35,000 SH   SOLE   35,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 44,763 1,595,845 SH   SOLE   1,595,845 0 0
DIEBOLD NXDF INC COM 253651103 19,174 3,164,000 SH   SOLE   3,164,000 0 0
DISCOVERY INC COM SER A 25470F104 30,495 1,445,245 SH   SOLE   1,445,245 0 0
DOMO INC COM CL B 257554105 933 29,000 SH   SOLE   29,000 0 0
DXC TECHNOLOGY CO COM 23355L106 66,986 4,059,730 SH   SOLE   4,059,730 0 0
EBAY INC. COM 278642103 524 10,000 SH   SOLE   10,000 0 0
ENDO INTL PLC SHS G30401106 30,083 8,770,410 SH   SOLE   8,770,410 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 33,558 4,713,232 SH   SOLE   4,713,232 0 0
ENERPLUS CORP COM 292766102 28 10,000 SH   SOLE   10,000 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 317 230,000 SH   SOLE   230,000 0 0
FACEBOOK INC CL A 30303M102 80,623 355,060 SH   SOLE   355,060 0 0
FARFETCH LTD ORD SH CL A 30744W107 141,809 8,211,315 SH   SOLE   8,211,315 0 0
FLEXION THERAPEUTICS INC COM 33938J106 68,321 5,195,550 SH   SOLE   5,195,550 0 0
GAMESTOP CORP NEW CL A 36467W109 987 227,370 SH   SOLE   227,370 0 0
GENWORTH FINL INC COM CL A 37247D106 30,626 13,257,815 SH   SOLE   13,257,815 0 0
GEO GROUP INC NEW COM 36162J106 9,287 785,000 SH   SOLE   785,000 0 0
GTY TECHNOLOGY HOLDINGS INC COM 362409104 8,012 1,923,740 SH   SOLE   1,923,740 0 0
J2 GLOBAL INC COM 48123V102 632 10,000 SH   SOLE   10,000 0 0
JD.COM INC SPON ADR CL A 47215P106 644 10,700 SH   SOLE   10,700 0 0
JPMORGAN CHASE & CO COM 46625H100 37,408 397,705 SH   SOLE   397,705 0 0
LAZARD LTD SHS A G54050102 3,436 120,000 SH   SOLE   120,000 0 0
LENNAR CORP CL A 526057104 58,631 951,490 SH   SOLE   951,490 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 1,123 62,535 SH   SOLE   62,535 0 0
MEDIFAST INC COM 58470H101 77,610 559,270 SH   SOLE   559,270 0 0
MSG NETWORK INC CL A 553573106 736 74,000 SH   SOLE   74,000 0 0
NABORS INDUSTRIES LTD SHS G6359F137 1,262 34,096 SH   SOLE   34,096 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 636 163,100 SH   SOLE   163,100 0 0
NXP SEMICONDUCTORS N V COM N6596X109 48,332 423,815 SH   SOLE   423,815 0 0
ONEMAIN HLDGS INC COM 68268W103 55,298 2,253,365 SH   SOLE   2,253,365 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 49,372 854,635 SH   SOLE   854,635 0 0
PITNEY BOWES INC COM 724479100 14,068 5,410,625 SH   SOLE   5,410,625 0 0
PRECIGEN INC COM 74017N105 38,544 7,724,235 SH   SOLE   7,724,235 0 0
PROSHARES TR ULTRPRO S&P500 74347X864 4,072 91,800 SH   SOLE   91,800 0 0
QUAD / GRAPHICS INC COM CL A 747301109 3,690 1,135,300 SH   SOLE   1,135,300 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 53,406 7,295,935 SH   SOLE   7,295,935 0 0
RH COM 74967X103 56,030 225,110 SH   SOLE   225,110 0 0
SCULPTOR CAP MGMT COM CL A 811246107 2,873 222,200 SH   SOLE   222,200 0 0
SIGNET JEWELERS LIMITED SHS G81276100 471 45,910 SH   SOLE   45,910 0 0
STITCH FIX INC COM CL A 860897107 65,668 2,633,035 SH   SOLE   2,633,035 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 66,894 3,467,793 SH   SOLE   3,467,793 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 96,796 7,850,472 SH   SOLE   7,850,472 0 0
THE REALREAL INC COM 88339P101 946 74,000 SH   SOLE   74,000 0 0
TIVITY HEALTH INC COM 88870R102 43,181 3,811,245 SH   SOLE   3,811,245 0 0
TURTLE BEACH CORP COM NEW 900450206 397 27,000 SH   SOLE   27,000 0 0
TWITTER INC COM 90184L102 626 21,000 SH   SOLE   21,000 0 0
TWITTER INC COM 90184L102 104 3,500 SH Call SOLE   3,500 0 0
TWO HBRS INVT CORP COM NEW 90187B408 3,175 630,000 SH   SOLE   630,000 0 0
UNDER ARMOUR INC CL C 904311206 460 52,000 SH   SOLE   52,000 0 0
UNISYS CORP COM NEW 909214306 419 38,380 SH   SOLE   38,380 0 0
UNITED AIRLS HLDGS INC COM 910047109 40,598 1,173,000 SH   SOLE   1,173,000 0 0
VROOM INC COM 92918V109 32,617 625,565 SH   SOLE   625,565 0 0
WORKDAY INC CL A 98138H101 39,208 209,265 SH   SOLE   209,265 0 0
ZIOPHARM ONCOLOGY INC COM 98973P101 41,393 12,619,730 SH   SOLE   12,619,730 0 0