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
Estimated average burden
hours per response: 23.8
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
AMERICAN HOMES 4 RENT CL A 02665T306 28,855 756,957 SH   SOLE   28,855 0 0
BATH & BODY WORKS INC COM 070830104 48,100 763,123 SH   SOLE   48,100 0 0
BROOKDALE SR LIVING INC COM 112463104 22,662 3,597,114 SH   SOLE   22,662 0 0
DECKERS OUTDOOR CORP COM 243537107 52,705 146,322 SH   SOLE   52,705 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 9,313 424,869 SH   SOLE   9,313 0 0
HILTON GRAND VACATIONS INC COM 43283X105 23,701 498,239 SH   SOLE   23,701 0 0
NEWS CORP NEW CL A 65249B109 20,653 877,731 SH   SOLE   20,653 0 0
NORTONLIFELOCK INC COM 668771108 45,792 1,809,947 SH   SOLE   45,792 0 0
VIAD CORP COM 92552R406 27,018 594,988 SH   SOLE   27,018 0 0
ZIONS BANCORPORATION N A COM 989701107 16,071 259,672 SH   SOLE   16,071 0 0