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 |
| ALTICE USA INC | CL A | 02156K103 | 9,597 | 295,017 | SH | SOLE | 295,017 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 7,872 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 27,030 | 609,343 | SH | SOLE | 609,343 | 0 | 0 | ||
| JOINT CORP | COM | 47973J102 | 11,512 | 238,000 | SH | SOLE | 238,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 15,390 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
| ONEWATER MARINE INC | CL A COM | 68280L101 | 15,409 | 385,606 | SH | SOLE | 385,606 | 0 | 0 | ||
| OSCAR HEALTH INC | CL A | 687793109 | 9,408 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PROGYNY INC | COM | 74340E103 | 14,989 | 336,758 | SH | SOLE | 336,758 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 19,263 | 1,638,025 | SH | SOLE | 1,638,025 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 18,056 | 382,626 | SH | SOLE | 382,626 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 19,779 | 70,837 | SH | SOLE | 70,837 | 0 | 0 | ||