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
AECOM COM 00766T100 5,909 118,700 SH   SOLE   118,700 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 49,058 1,001,595 SH   SOLE   1,001,595 0 0
CBOE GLOBAL MKTS INC COM 12503M108 58,662 629,965 SH   SOLE   629,965 0 0
CHANGE HEALTHCARE INC COM 15912K100 69,446 3,723,650 SH   SOLE   3,723,650 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 53,421 3,607,120 SH   SOLE   3,607,120 0 0
FRONTDOOR INC COM 35905A109 64,610 1,286,797 SH   SOLE   1,286,797 0 0
FTI CONSULTING INC COM 302941109 4,849 43,400 SH   SOLE   43,400 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 3,387 20,535 SH   SOLE   20,535 0 0
INTEGER HLDGS CORP COM 45826H109 75,530 930,288 SH   SOLE   930,288 0 0
KBR INC COM 48242W106 6,557 212,000 SH   SOLE   212,000 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 1,078 43,331 SH   SOLE   43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 37,899 1,523,270 SH   SOLE   1,523,270 0 0
LITHIA MTRS INC CL A 536797103 55,232 188,716 SH   SOLE   188,716 0 0
LIVANOVA PLC SHS G5509L101 57,559 869,347 SH   SOLE   869,347 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 109,535 2,917,034 SH   SOLE   2,917,034 0 0
MAGELLAN HEALTH INC COM NEW 559079207 41,396 499,712 SH   SOLE   499,712 0 0
MISSION PRODUCE INC COM 60510V108 8,929 593,278 SH   SOLE   593,278 0 0
ONESPAN INC COM 68287N100 15,882 767,975 SH   SOLE   767,975 0 0
PARSONS CORPORATION COM 70202L102 2,054 56,400 SH   SOLE   56,400 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 3,124 525,000 SH   SOLE   525,000 0 0
PROG HOLDINGS INC COM NPV 74319R101 26,979 500,820 SH   SOLE   500,820 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G74847123 455 40,000 SH   SOLE   40,000 0 0
RETAIL VALUE INC COM 76133Q102 12,783 859,644 SH   SOLE   859,644 0 0
RMR GROUP INC CL A 74967R106 24,008 621,641 SH   SOLE   621,641 0 0
SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G82514111 346 93,550 SH   SOLE   93,550 0 0
SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G8251L113 651 198,950 SH   SOLE   198,950 0 0
SOCIAL CAPITAL HEDOSOPHA HLD *W EXP 09/26/202 G8252P113 685 194,150 SH   SOLE   194,150 0 0
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G82514103 5,123 374,200 SH   SOLE   374,200 0 0
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8251L105 9,788 795,800 SH   SOLE   795,800 0 0
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8252P105 9,661 776,600 SH   SOLE   776,600 0 0
SONOS INC COM 83570H108 69,533 2,972,773 SH   SOLE   2,972,773 0 0
SUPER MICRO COMPUTER INC COM 86800U104 54,406 1,718,461 SH   SOLE   1,718,461 0 0
SUPERNOVA PARTNERS ACQUISITI UNIT 99/99/9999 86846V207 5,805 500,000 SH   SOLE   500,000 0 0
TALEND S A ADS 874224207 55,642 1,451,290 SH   SOLE   1,451,290 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 42,751 838,100 SH   SOLE   838,100 0 0
THE AARONS COMPANY INC COM 00258W108 14,972 789,638 SH   SOLE   789,638 0 0
TIVITY HEALTH INC COM 88870R102 12,878 657,377 SH   SOLE   657,377 0 0
TRIPADVISOR INC COM 896945201 2,144 74,500 SH   SOLE   74,500 0 0
TWITTER INC COM 90184L102 52,338 966,529 SH   SOLE   966,529 0 0
UPWORK INC COM 91688F104 71,868 2,081,937 SH   SOLE   2,081,937 0 0
US FOODS HLDG CORP COM 912008109 38,999 1,170,801 SH   SOLE   1,170,801 0 0