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
ALLERGAN PLC SHS G0177J108 578 3,436 SH   SOLE   3,436 0 0
ALTICE USA INC CL A 02156K103 2,903 157,068 SH   SOLE   157,068 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 642 6,520 SH   SOLE   6,520 0 0
AVAYA HLDGS CORP COM 05351X101 3,758 167,763 SH   SOLE   167,763 0 0
BLOCK H & R INC COM 093671105 657 25,869 SH   SOLE   25,869 0 0
CAESARS ENTMT CORP COM 127686103 5,367 477,047 SH   SOLE   477,047 0 0
CANNAE HLDGS INC COM 13765N107 3,582 189,951 SH   SOLE   189,951 0 0
CIGNA CORPORATION COM 125509109 506 3,015 SH   SOLE   3,015 0 0
COMCAST CORP NEW CL A 20030N101 1,709 50,020 SH   SOLE   50,020 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 1,485 37,966 PRN   SOLE   37,966 0 0
CVS HEALTH CORP COM 126650100 784 12,607 SH   SOLE   12,607 0 0
ENVISION HEALTHCARE CORP COM 29414D100 3,779 98,330 SH   SOLE   98,330 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 753 10,894 SH   SOLE   10,894 0 0
F M C CORP COM NEW 302491303 542 7,085 SH   SOLE   7,085 0 0
FGL HLDGS *W EXP 11/30/202 G3402M110 1,099 603,846 SH   SOLE   603,846 0 0
FGL HLDGS ORD SHS G3402M102 6,307 621,349 SH   SOLE   621,349 0 0
FITBIT INC CL A 33812L102 2,789 546,798 SH   SOLE   546,798 0 0
ILG INC COM 44967H101 839 26,976 SH   SOLE   26,976 0 0
IMMERSION CORP COM 452521107 749 62,637 SH   SOLE   62,637 0 0
IROBOT CORP COM 462726100 1,474 22,967 SH   SOLE   22,967 0 0
KLX INC COM 482539103 763 10,735 SH   SOLE   10,735 0 0
MCDERMOTT INTL INC COM 580037109 10,174 1,670,605 SH   SOLE   1,670,605 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 4,165 57,170 SH   SOLE   57,170 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,165 9,034 SH   SOLE   9,034 0 0
MITEL NETWORKS CORP COM 60671Q104 868 93,552 SH   SOLE   93,552 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 153 17,799 SH   SOLE   17,799 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 1,079 60,074 SH   SOLE   60,074 0 0
NCR CORP NEW COM 62886E108 5,911 187,539 SH   SOLE   187,539 0 0
ORION ENGINEERED CARBONS S A COM L72967109 1,272 46,932 SH   SOLE   46,932 0 0
OSI SYSTEMS INC COM 671044105 8,808 134,948 SH   SOLE   134,948 0 0
QUALITY SYS INC COM 747582104 320 23,447 SH   SOLE   23,447 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 7,153 68,976 SH   SOLE   68,976 0 0
SYNEOS HEALTH INC CL A 87166B102 12,414 349,679 SH   SOLE   349,679 0 0
TEMPUR SEALY INTL INC COM 88023U101 765 16,902 SH   SOLE   16,902 0 0
TRINITY INDS INC COM 896522109 7,889 241,769 SH   SOLE   241,769 0 0
WILLSCOT CORP *W EXP 09/10/202 971375118 1,756 1,051,336 SH   SOLE   1,051,336 0 0
WILLSCOT CORP COM 971375126 1,928 141,227 SH   SOLE   141,227 0 0
XEROX CORP COM NEW 984121608 1,281 44,499 SH   SOLE   44,499 0 0