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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 348,585 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BMC STOCK HOLDINGS INC. | COM | 05591B109 | 87,217 | 4,919,200 | SH | SOLE | 4,919,200 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 122,300 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 14,666 | 272,447 | SH | SOLE | 272,447 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 2,299 | 660,492 | SH | SOLE | 660,492 | 0 | 0 | ||
| EQUITABLE HOLDINGS INC | COM | 29452E101 | 26,010 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| EVI INDUSTRIES INC | COM | 26929N102 | 3,476 | 220,310 | SH | SOLE | 220,310 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES NV S | SHS | N31738102 | 201,320 | 28,000,000 | SH | SOLE | 28,000,000 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 29,494 | 3,709,971 | SH | SOLE | 3,709,971 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | COM | 362409104 | 19,545 | 4,324,130 | SH | SOLE | 4,324,130 | 0 | 0 | ||
| INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 23,685 | 2,594,241 | SH | SOLE | 2,594,241 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 121,500 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| PRIMERICA INC | COM | 74164M108 | 2,683 | 30,328 | SH | SOLE | 30,328 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES HOLDING | COM | 78781P105 | 60,880 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 66,812 | 4,154,967 | SH | SOLE | 4,154,967 | 0 | 0 | ||
| WAITR HLDGS INC | COM | 930752100 | 3,092 | 2,514,175 | SH | SOLE | 2,514,175 | 0 | 0 | ||
| YANDEX NV SHS | SHS CLASS A | N97284108 | 136,200 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||