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
ADVANCED DISP SVCS INC DEL COM 00790X101 5,322 163,400 SH Call SOLE   0 0 0
ALLERGAN PLC SHS G0177J108 14,697 87,330 SH   SOLE   87,330 0 0
CALLON PETE CO DEL COM 13123X102 226 52,000 SH Call SOLE   0 0 0
CLARIVATE ANALYTICS PLC COM G21810109 336 19,934 SH   SOLE   19,934 0 0
GRAF INDL CORP UNIT 12/31/2025 384278206 4,120 400,000 SH   SOLE   400,000 0 0
HEICO CORP NEW CL A 422806208 8,650 177,242 SH   SOLE   177,242 0 0
HOSTESS BRANDS INC CL A 44109J106 2,400 171,676 SH   SOLE   171,676 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 16,007 152,928 SH   SOLE   152,928 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,626 86,409 SH   SOLE   86,409 0 0
MOSAIC ACQUISITION CORP COM CL A 61946M100 17,128 1,658,087 SH   SOLE   1,658,087 0 0
MSG NETWORK INC CL A 553573106 9,732 600,000 SH Put SOLE   0 0 0
NRC GROUP HLDGS CORP COM 629375106 2,074 166,687 SH   SOLE   166,687 0 0
PHILIP MORRIS INTL INC COM 718172109 4,656 61,478 SH   SOLE   61,478 0 0
PIVOTAL ACQUISITION CORP CL A COM 72583A101 9,840 966,600 SH   SOLE   966,600 0 0
PRESIDIO INC COM 74102M103 9,582 567,000 SH   SOLE   567,000 0 0