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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
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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
COVETRUS INC COM 22304C100 48,095 2,688,358 SH   SOLE 0 2,688,358 0 0
DROPBOX INC CL A 26210C104 1,097 50,408 SH   SOLE 0 50,408 0 0
HDFC BANK LTD SPONSORED ADR 40415F101 39,349 865,581 SH   SOLE 0 865,581 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 3,937 9,720 SH Put SOLE 0 9,720 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,389 4,452 SH Put SOLE 0 4,452 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,609 5,076 SH Put SOLE 0 5,076 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 7,262 40,800 SH Put SOLE 0 40,800 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 6,651 43,473 SH Put SOLE 0 43,473 0 0
MEDALLIA INC COM 584021109 56,663 2,244,951 SH   SOLE 0 2,244,951 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 20,612 1,072,961 SH   SOLE 0 1,072,961 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,273 8,708 SH Put SOLE 0 8,708 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,916 1,277 SH Put SOLE 0 1,277 0 0
SQUARE INC CL A 852234103 6,526 62,185 SH   SOLE 0 62,185 0 0
VROOM INC COM 92918V109 95,870 1,838,704 SH   SOLE 0 1,838,704 0 0