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
BUNGE LIMITED COM G16962105 5,033 55,500 SH   SOLE   55,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 13,277 99,800 SH   SOLE   99,800 0 0
DIGIMARC CORP NEW COM 25381B101 2,279 161,114 SH   SOLE   161,114 0 0
DISNEY WALT CO COM 254687106 3,943 41,776 SH   SOLE   41,776 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 7,034 444,058 SH   SOLE   444,058 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 6,555 309,200 SH   SOLE   309,200 0 0
LENDINGCLUB CORP COM NEW 52603A208 4,770 408,000 SH   SOLE   408,000 0 0
PLANET FITNESS INC CL A 72703H101 6,951 102,200 SH   SOLE   102,200 0 0
SCHWAB CHARLES CORP COM 808513105 5,088 80,532 SH   SOLE   80,532 0 0
TELLURIAN INC NEW COM 87968A104 3,166 1,062,400 SH   SOLE   1,062,400 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 11,649 286,585 SH   SOLE   286,585 0 0
VERISIGN INC COM 92343E102 10,119 60,475 SH   SOLE   60,475 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,725 180,300 SH   SOLE   180,300 0 0