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

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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
AGILYSYS INC COM 00847J105 53,956 5,284,648 SH   SOLE   5,284,648 0 0
AGILYSYS INC COM 00847J105 18,095 1,772,286 SH   DFND 1 0 1,772,286 0
CHEMOURS CO COM 163851108 19,508 2,786,841 SH   SOLE   3,067,232 0 0
CONSTELLIUM NV CL A N22035104 7,655 1,474,981 SH   SOLE   1,474,981 0 0
LOUISIANA PAC CORP COM 546347105 73 4,263 SH   SOLE   4,263 0 0
PRETIUM RES INC COM 74139C102 3,220 601,800 SH   SOLE   601,800 0 0
SEASPINE HLDGS CORP COM 81255T108 7,734 528,270 SH   SOLE   528,270 0 0
TOPBUILD CORP COM 89055F103 369 12,400 SH   SOLE   12,400 0 0