The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
| ASPEN TECHNOLOGY INC | COM | 045327103 | 15,214 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 8,864 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 20,104 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| DIGIMARC CORP NEW | COM | 25381B101 | 5,913 | 224,200 | SH | SOLE | 224,200 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 8,295 | 60,476 | SH | SOLE | 60,476 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 10,648 | 480,758 | SH | SOLE | 480,758 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 8,118 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 12,419 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 8,940 | 106,032 | SH | SOLE | 106,032 | 0 | 0 | ||
| TABOOLA.COM LTD | ORD SHS | M8744T106 | 5,934 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| TELLURIAN INC NEW | COM | 87968A104 | 7,950 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| TERMINIX GLOBAL HOLDINGS INC | COM | 88087E100 | 13,880 | 304,185 | SH | SOLE | 304,185 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 18,303 | 82,275 | SH | SOLE | 82,275 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 8,379 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||