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
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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
AERCAP HOLDINGS NV SHS N00985106 6,950 118,320 SH   SOLE   118,320 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 22,178 665,215 SH   SOLE   665,215 0 0
BROOKDALE SR LIVING INC COM 112463104 13,262 2,192,010 SH   SOLE   2,192,010 0 0
CRESCENT ACQUISITION CORP COM CL A 22564L105 4,729 470,099 SH   SOLE   470,099 0 0
DECKERS OUTDOOR CORP COM 243537107 29,830 90,279 SH   SOLE   90,279 0 0
FOX CORP CL A COM 35137L105 16,501 456,974 SH   SOLE   456,974 0 0
HILTON GRAND VACATIONS INC COM 43283X105 18,281 487,633 SH   SOLE   487,633 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 17,480 116,416 SH   SOLE   116,416 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 10,745 337,801 SH   SOLE   337,801 0 0
NEWS CORP NEW CL A 65249B109 19,474 765,802 SH   SOLE   765,802 0 0
NORTONLIFELOCK INC COM 668771108 39,027 1,835,709 SH   SOLE   1,835,709 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 5,735 25,365 SH   SOLE   25,365 0 0
VIAD CORP COM NEW 92552R406 22,683 543,308 SH   SOLE   543,308 0 0
ZIONS BANCORPORATION N A COM 989701107 11,645 211,880 SH   SOLE   211,880 0 0