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
AARONS INC COM PAR $0.50 002535300 32,603 718,120 SH   SOLE   718,120 0 0
AECOM COM 00766T100 21,785 579,700 SH   SOLE   579,700 0 0
ANTERIX INC COM 03676C100 10,766 237,457 SH   SOLE   237,457 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 44,537 892,159 SH   SOLE   892,159 0 0
CHANGE HEALTHCARE INC COM 15912K100 59,891 5,347,433 SH   SOLE   5,347,433 0 0
CHURCHILL DOWNS INC COM 171484108 9,534 71,600 SH   SOLE   71,600 0 0
CLOUDERA INC COM 18914U100 4,033 317,053 SH   SOLE   317,053 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 31,318 2,798,727 SH   SOLE   2,798,727 0 0
FRANCHISE GROUP INC COM 35180X105 895 40,900 SH   SOLE   40,900 0 0
FRONTDOOR INC COM 35905A109 55,350 1,248,597 SH   SOLE   1,248,597 0 0
GARRETT MOTION INC COM 366505105 10,046 1,813,363 SH   SOLE   1,813,363 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 4,517 322,900 SH   SOLE   322,900 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 7,127 40,847 SH   SOLE   40,847 0 0
INSTALLED BLDG PRODS INC COM 45780R101 11,816 171,794 SH   SOLE   171,794 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 157,498 1,100,000 SH Put SOLE   1,100,000 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 870 43,331 SH   SOLE   43,331 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 24,031 1,217,395 SH   SOLE   1,217,395 0 0
LITHIA MTRS INC CL A 536797103 30,357 200,600 SH   SOLE   200,600 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 38,562 1,256,513 SH   SOLE   1,256,513 0 0
MACQUARIE INFRASTRUCTURE COR NOTE 2.000%10/0 55608BAB1 6,919 8,000,000 PRN   SOLE   8,000,000 0 0
MAGELLAN HEALTH INC COM NEW 559079207 29,822 408,635 SH   SOLE   408,635 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 7,088 260,480 SH   SOLE   260,480 0 0
RETAIL VALUE INC COM 76133Q102 4,962 401,430 SH   SOLE   401,430 0 0
RMR GROUP INC CL A 74967R106 25,378 861,141 SH   SOLE   861,141 0 0
SEALED AIR CORP NEW COM 81211K100 38,951 1,185,733 SH   SOLE   1,185,733 0 0
SEASPINE HLDGS CORP COM 81255T108 7,296 696,824 SH   SOLE   696,824 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 14,829 415,500 SH   SOLE   415,500 0 0
SOCIAL CAP HDOSPHIA HLDG CO UNIT 99/99/9999 G8250T117 8,159 649,600 SH   SOLE   649,600 0 0
SOCIAL CAP HEDSPIA HLDG CO I UNIT 99/99/9999 G8251K123 7,890 664,700 SH   SOLE   664,700 0 0
SONOS INC COM 83570H108 34,901 2,385,557 SH   SOLE   2,385,557 0 0
SUPER MICRO COMPUTER INC COM 86800U104 36,028 1,269,050 SH   SOLE   1,269,050 0 0
TALEND S A ADS 874224207 36,816 1,062,204 SH   SOLE   1,062,204 0 0
TEAM INC NOTE 5.000% 8/0 878155AE0 2,337 3,395,000 PRN   SOLE   3,395,000 0 0
TWITTER INC COM 90184L102 30,685 1,030,029 SH   SOLE   1,030,029 0 0
UPWORK INC COM 91688F104 49,491 3,427,374 SH   SOLE   3,427,374 0 0
US FOODS HLDG CORP COM 912008109 28,159 1,427,962 SH   SOLE   1,427,962 0 0
VIRTUSA CORP COM 92827P102 25,593 788,203 SH   SOLE   788,203 0 0
XERIS PHARMACEUTICALS INC COM 98422L107 64 24,000 SH   SOLE   24,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 12,516 217,258 SH   SOLE   217,258 0 0
ZILLOW GROUP INC NOTE 1.500% 7/0 98954MAC5 2,078 2,000,000 PRN   SOLE   2,000,000 0 0
ZILLOW GROUP INC NOTE 2.000%12/0 98954MAB7 2,472 2,000,000 PRN   SOLE   2,000,000 0 0