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

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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
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 2,235 638,712 SH   SOLE   638,712 0 0
ALLY FINL INC COM 02005N100 58,113 1,992,910 SH   SOLE   1,992,910 0 0
ALTABA INC COM 021346101 18,580 266,000 SH   SOLE   266,000 0 0
AMBAC FINL GROUP INC COM NEW 023139884 31,927 1,997,904 SH   SOLE   1,997,904 0 0
APTEVO THERAPEUTICS INC COM 03835L108 6,903 1,628,053 SH   SOLE   1,628,053 0 0
ASHFORD HOSPITALITY PRIME IN COM 044102101 21,507 2,210,427 SH   SOLE   2,210,427 0 0
BRIGHTHOUSE FINL INC COM 10922N103 36,650 625,000 SH   SOLE   625,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 277,568 4,529,500 SH Call SOLE   4,529,500 0 0
CARS COM INC COM 14575E105 51,314 1,779,263 SH   SOLE   1,779,263 0 0
CHIMERIX INC COM 16934W106 4,354 940,291 SH   SOLE   940,291 0 0
COMPX INTERNATIONAL INC CL A 20563P101 5,742 431,732 SH   SOLE   431,732 0 0
CONDUENT INC COM 206787103 8,080 500,000 SH   SOLE   500,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 47,232 581,100 SH   SOLE   581,100 0 0
DEXCOM INC COM 252131107 6,804 118,549 SH   SOLE   118,549 0 0
JBG SMITH PPTYS COM 46590V100 75,680 2,179,098 SH   SOLE   2,179,098 0 0
LSC COMMUNICATIONS INC COM 50218P107 1,438 94,895 SH   SOLE   94,895 0 0
OTELCO INC CL A NEW 688823301 1,656 124,055 SH   SOLE   124,055 0 0
PG&E CORP COM 69331C108 17,932 400,000 SH   SOLE   400,000 0 0
PJT PARTNERS INC COM CL A 69343T107 65,072 1,427,008 SH   SOLE   1,427,008 0 0
QUALITY CARE PPTYS INC COM 747545101 5,620 406,960 SH   SOLE   406,960 0 0
RUBICON PROJ INC COM 78112V102 4,231 2,262,748 SH   SOLE   2,262,748 0 0
SEARS HOMETOWN & OUTLET STOR COM 812362101 600 230,628 SH   SOLE   230,628 0 0
SECUREWORKS CORP CL A 81374A105 1,648 185,828 SH   SOLE   185,828 0 0
TWITTER INC COM 90184L102 28,843 1,201,300 SH Call SOLE   1,201,300 0 0
VECTRUS INC COM 92242T101 423 13,700 SH   SOLE   13,700 0 0
VERSUM MATLS INC COM 92532W103 52,037 1,374,833 SH   SOLE   1,374,833 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 5,464 738,318 SH   SOLE   738,318 0 0