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
ALLY FINL INC CALL 02005N900 9,915 500,000 SH Call SOLE   500,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 84,140 6,925,083 SH   SOLE   6,925,083 0 0
ALIBABA GROUP HLDG LTD CALL 01609W902 13,373 62,000 SH Call SOLE   62,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,318 159,101 SH   SOLE   159,101 0 0
AMAZON COM INC CALL 023135906 6,345 2,300 SH Call SOLE   2,300 0 0
AMAZON COM INC CALL 023135906 15,725 5,700 SH Call SOLE   5,700 0 0
AMAZON COM INC CALL 023135906 17,932 6,500 SH Call SOLE   6,500 0 0
AMAZON COM INC CALL 023135906 33,106 12,000 SH Call SOLE   12,000 0 0
AMAZON COM INC CALL 023135906 16,553 6,000 SH Call SOLE   6,000 0 0
AMAZON COM INC CALL 023135906 8,276 3,000 SH Call SOLE   3,000 0 0
AMAZON COM INC CALL 023135906 8,276 3,000 SH Call SOLE   3,000 0 0
AMAZON COM INC CALL 023135906 11,035 4,000 SH Call SOLE   4,000 0 0
AMAZON COM INC CALL 023135906 317,264 115,000 SH Call SOLE   115,000 0 0
AMAZON COM INC CALL 023135906 234,500 85,000 SH Call SOLE   85,000 0 0
AMAZON COM INC COM 023135106 58,437 21,182 SH   SOLE   21,182 0 0
APPIAN CORP PUT 03782L951 4,279 83,500 SH Put SOLE   83,500 0 0
ATHENE HLDG LTD CL A G0684D107 15,595 500,000 SH Call SOLE   500,000 0 0
ATHENE HLDG LTD CL A G0684D107 90,324 2,895,931 SH   SOLE   2,895,931 0 0
AUTODESK INC COM 052769106 881 3,684 SH   SOLE   3,684 0 0
BORR DRILLING LTD SHS G1466R207 343 306,186 SH   SOLE   306,186 0 0
BROADWIND INC COM NEW 11161T207 3,170 845,363 SH   SOLE   845,363 0 0
CBL & ASSOC PPTYS INC COM 124830100 291 1,069,285 SH   SOLE   1,069,285 0 0
CHENIERE ENERGY INC COM NEW 16411R208 13,815 285,901 SH   SOLE   285,901 0 0
DISH NETWORK CORPORATION CALL 25470M909 8,628 250,000 SH Call SOLE   250,000 0 0
DISH NETWORK CORPORATION CALL 25470M909 5,177 150,000 SH Call SOLE   150,000 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 8,646 251,251 SH   SOLE   251,251 0 0
FARFETCH LTD ORD SH CL A 30744W107 3,424 198,273 SH   SOLE   198,273 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 18,639 805,481 SH   SOLE   805,481 0 0
FITBIT INC CL A 33812L102 646 100,000 SH   SOLE   100,000 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 63,461 13,795,972 SH   SOLE   13,795,972 0 0
G III APPAREL GROUP LTD COM 36237H101 2,442 183,784 SH   SOLE   183,784 0 0
GOLAR LNG LTD NOTE 2.750% 2/1 38046YAB7 31,168 42,334,000 PRN   SOLE   42,334,000 0 0
GOLAR LNG LTD SHS G9456A100 21,055 2,908,214 SH   SOLE   2,908,214 0 0
GRUBHUB INC COM 400110102 12,060 171,545 SH   SOLE   171,545 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 936 39,996 SH   SOLE   39,996 0 0
HYATT HOTELS CORP COM CL A 448579102 704 14,000 SH   SOLE   14,000 0 0
IAC INTERACTIVECORP COM 44919P508 454,886 1,406,575 SH   SOLE   1,406,575 0 0
INSURANCE ACQUISITION CORP CL A 457867109 4,536 350,000 SH   SOLE   350,000 0 0
INVESCO QQQ TR PUT 46090E953 42,092 170,000 SH Put SOLE   170,000 0 0
INVESCO QQQ TR PUT 46090E953 59,424 240,000 SH Put SOLE   240,000 0 0
INVESCO QQQ TR PUT 46090E953 19,808 80,000 SH Put SOLE   80,000 0 0
INVESCO QQQ TR PUT 46090E953 44,568 180,000 SH Put SOLE   180,000 0 0
INVESCO QQQ TR PUT 46090E953 61,900 250,000 SH Put SOLE   250,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 571,873 26,586,384 SH   SOLE   26,586,384 0 0
LIBERTY MEDIA CORP DEL NOTE 1.000% 1/3 531229AF9 95,769 88,320,000 PRN   SOLE   88,320,000 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 945 12,596 SH   SOLE   12,596 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 62,636 426,413 SH   SOLE   426,413 0 0
MICROSOFT CORP COM 594918104 1,913 9,400 SH   SOLE   9,400 0 0
NIO INC SPON ADS 62914V106 579 75,000 SH   SOLE   75,000 0 0
NIKOLA CORP CALL 654110905 37,142 550,000 SH Call SOLE   550,000 0 0
NIKOLA CORP COM 654110105 67,530 1,000,000 SH   SOLE   1,000,000 0 0
PEGASYSTEMS INC COM 705573103 294,273 2,908,698 SH   SOLE   2,908,698 0 0
RH COM 74967X103 3,958 15,900 SH   SOLE   15,900 0 0
REGIS CORP MINN COM 758932107 10,194 1,246,238 SH   SOLE   1,246,238 0 0
RETAIL VALUE INC COM 76133Q102 37,782 3,056,758 SH   SOLE   3,056,758 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 70,371 228,212 SH   SOLE   228,212 0 0
SPDR S&P 500 ETF TR PUT 78462F953 43,170 140,000 SH Put SOLE   140,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 92,508 300,000 SH Put SOLE   300,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 19,273 62,500 SH Put SOLE   62,500 0 0
SPDR S&P 500 ETF TR PUT 78462F953 15,418 50,000 SH Put SOLE   50,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 67,839 220,000 SH Put SOLE   220,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953 77,090 250,000 SH Put SOLE   250,000 0 0
SPDR SER TR PUT 78464A954 4,288 100,000 SH Put SOLE   100,000 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 3,316 290,876 SH   SOLE   290,876 0 0
STITCH FIX INC COM CL A 860897107 2,058 82,500 SH   SOLE   82,500 0 0
TPG RE FIN TR INC COM 87266M107 3,162 367,699 SH   SOLE   367,699 0 0
TESLA INC PUT 88160R951 9,178 8,500 SH Put SOLE   8,500 0 0
ENSCO JERSEY FIN LTD NOTE 3.000% 1/3 29359WAB1 891 6,856,000 PRN   SOLE   6,856,000 0 0
VISTRA ENERGY CORP COM 92840M102 6,343 340,679 SH   SOLE   340,679 0 0
VROOM INC COM 92918V109 313 6,007 SH   SOLE   6,007 0 0
WAITR HLDGS INC COM 930752100 1,368 520,195 SH   SOLE   520,195 0 0
WAITR HLDGS INC COM 930752100 855 325,000 SH   SOLE   325,000 0 0
WAITR HLDGS INC COM 930752100 24,534 9,328,362 SH   SOLE   9,328,362 0 0
DISNEY WALT CO CALL 254687906 33,453 300,000 SH Call SOLE   300,000 0 0
WAYFAIR INC CL A 94419L101 7,886 39,906 SH   SOLE   39,906 0 0
YANDEX N V SHS CLASS A N97284108 416 8,323 SH   SOLE   8,323 0 0
ZILLOW GROUP INC NOTE 2.750% 5/1 98954MAH4 11,627 10,000,000 PRN   SOLE   10,000,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 18,873 74,439 SH   SOLE   74,439 0 0
ISHARES TR CALL 464287905 114,544 800,000 SH Call SOLE   800,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,560 24,866 SH   SOLE   24,866 0 0
ISHARES TR PUT 464287955 12,886 90,000 SH Put SOLE   90,000 0 0
ISHARES TR PUT 464287955 10,739 75,000 SH Put SOLE   75,000 0 0
ISHARES TR PUT 464287955 128,862 900,000 SH Put SOLE   900,000 0 0
ISHARES TR PUT 464287955 11,812 82,500 SH Put SOLE   82,500 0 0
ISHARES TR PUT 464287955 11,454 80,000 SH Put SOLE   80,000 0 0
ISHARES TR PUT 464287955 28,636 200,000 SH Put SOLE   200,000 0 0
ISHARES TR PUT 464288953 25,302 310,000 SH Put SOLE   310,000 0 0