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 |
| ||||||||||||||||||||
| 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 |
| BUNGE LIMITED | COM | G16962105 | 5,033 | 55,500 | SH | SOLE | 55,500 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 13,277 | 99,800 | SH | SOLE | 99,800 | 0 | 0 | ||
| DIGIMARC CORP NEW | COM | 25381B101 | 2,279 | 161,114 | SH | SOLE | 161,114 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 3,943 | 41,776 | SH | SOLE | 41,776 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 7,034 | 444,058 | SH | SOLE | 444,058 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 6,555 | 309,200 | SH | SOLE | 309,200 | 0 | 0 | ||
| LENDINGCLUB CORP | COM NEW | 52603A208 | 4,770 | 408,000 | SH | SOLE | 408,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 6,951 | 102,200 | SH | SOLE | 102,200 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 5,088 | 80,532 | SH | SOLE | 80,532 | 0 | 0 | ||
| TELLURIAN INC NEW | COM | 87968A104 | 3,166 | 1,062,400 | SH | SOLE | 1,062,400 | 0 | 0 | ||
| TERMINIX GLOBAL HOLDINGS INC | COM | 88087E100 | 11,649 | 286,585 | SH | SOLE | 286,585 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 10,119 | 60,475 | SH | SOLE | 60,475 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 5,725 | 180,300 | SH | SOLE | 180,300 | 0 | 0 | ||