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 58,765 5,284,648 SH   SOLE   5,284,648 0 0
AGILYSYS INC COM 00847J105 19,708 1,772,286 SH   DFND 1 0 1,772,286 0
CHEMOURS CO COM 163851108 31,614 1,975,867 SH   SOLE   1,975,867 0 0
CONSTELLIUM NV CL A N22035104 19,622 2,725,212 SH   SOLE   2,725,212 0 0
KLX INC COM 482539103 3,656 103,858 SH   SOLE   103,858 0 0
PRETIUM RES INC COM 74139C102 6,992 680,800 SH   SOLE   680,800 0 0
SEASPINE HLDGS CORP COM 81255T108 4,565 451,582 SH   SOLE   451,582 0 0
TOPBUILD CORP COM 89055F103 11,299 340,334 SH   SOLE   340,334 0 0