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
2U INC COM 90214J101 96,950,000 2,423,151 SH   SOLE   2,423,151 0 0
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 45,450,000 4,500,000 SH   SOLE   4,500,000 0 0
ADIENT PLC ORD SHS G0084W101 41,724,000 1,200,000 SH   SOLE   1,200,000 0 0
ADT INC DEL COM 00090Q103 40,035,786 5,100,100 SH   SOLE   5,100,100 0 0
CARS COM INC COM 14575E105 50,232,000 4,445,280 SH   SOLE   4,445,280 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 36,358,000 225,000 SH   SOLE   225,000 0 0
FTI CONSULTING INC COM 302941109 101,107,000 905,000 SH   SOLE   905,000 0 0
LYFT INC CL A COM 55087P104 46,674,000 950,000 SH   SOLE   950,000 0 0
MEDALLIA INC COM 584021109 67,271,000 2,025,000 SH   SOLE   2,025,000 0 0
TENABLE HLDGS INC COM 88025T102 53,567,000 1,025,000 SH   SOLE   1,025,000 0 0
TPI COMPOSITES INC COM 87266J104 62,808,000 1,190,000 SH   SOLE   1,190,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 102,505,000 6,500,000 SH Put SOLE   6,500,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 64,875,000 1,500,000 SH Put SOLE   1,500,000 0 0
AERCAP HOLDINGS NV SHS N00985106 113,950,000 2,500,000 SH Put SOLE   2,500,000 0 0
AIR LEASE CORP CL A 00912X302 66,630,000 1,500,000 SH Put SOLE   1,500,000 0 0
BOEING CO COM 097023105 53,515,000 250,000 SH Put SOLE   250,000 0 0