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 55,330 5,284,648 SH   SOLE   5,284,648 0 0
AGILYSYS INC COM 00847J105 18,556 1,772,286 SH   DFND 1 0 1,772,286 0
CHEMOURS CO COM 163851108 22,963 2,786,741 SH   SOLE   2,786,741 0 0
CONSTELLIUM NV CL A N22035104 8,773 1,870,565 SH   SOLE   1,870,565 0 0
PRETIUM RES INC COM 74139C102 7,625 680,800 SH   SOLE   680,800 0 0
SEASPINE HLDGS CORP COM 81255T108 4,733 451,582 SH   SOLE   451,582 0 0
TOPBUILD CORP COM 89055F103 8,237 227,542 SH   SOLE   227,542 0 0