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
ACACIA COMMUNICATIONS INC COM 00401C108 5,862 86,979 SH   SOLE   67,284 19,695 0
AECOM COM 00766T100 712 17,024 SH   SOLE   14,425 2,599 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 773 37,271 SH   SOLE   37,271 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 2,473 1,099,031 SH   SOLE   983,500 115,531 0
DRAGONEER GROWTH OPPORTUN CO UNIT 08/18/2027 G28302126 123 10,000 SH   SOLE   10,000 0 0
FRONT YD RESIDENTIAL CORP COM 35904G107 572 65,500 SH Call SOLE   65,500 0 0
FRONT YD RESIDENTIAL CORP COM 35904G107 105 11,988 SH   SOLE   0 11,988 0
IMMUNOMEDICS INC COM 452907108 39,774 467,761 SH   SOLE   420,913 46,848 0
LIVONGO HEALTH INC COM 539183103 43,019 307,166 SH   SOLE   278,256 28,910 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 6,431 122,500 SH   SOLE   100,300 24,722 0
NAVISTAR INTL CORP NEW COM 63934E108 9,136 209,828 SH   SOLE   178,732 31,096 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 115 10,000 SH   SOLE   10,000 0 0
TAUBMAN CTRS INC COM 876664103 2,286 68,671 SH   SOLE   55,861 12,810 0
TIFFANY & CO NEW COM 886547108 938 8,100 SH Put SOLE   8,100 0 0
TIFFANY & CO NEW COM 886547108 24,473 211,248 SH   SOLE   175,709 35,539 0
TIFFANY & CO NEW COM 886547108 2,282 19,700 SH Call SOLE   19,700 0 0