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
AKORN INC COM 009728106 592 35,659 SH   SOLE   35,659 0 0
ALLERGAN PLC SHS G0177J108 4,224 25,335 SH   SOLE   25,335 0 0
ARCONIC INC COM 03965L100 2,572 151,222 SH   SOLE   151,222 0 0
ATHENAHEALTH INC COM 04685W103 588 3,697 SH   SOLE   3,697 0 0
AVAYA HLDGS CORP COM 05351X101 8,213 409,024 SH   SOLE   409,024 0 0
CAESARS ENTMT CORP COM 127686103 3,575 334,148 SH   SOLE   334,148 0 0
CANNAE HLDGS INC COM 13765N107 512 27,622 SH   SOLE   27,622 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,200 4,093 SH   SOLE   4,093 0 0
COMCAST CORP NEW CL A 20030N101 2,815 85,803 SH   SOLE   85,803 0 0
DOLLAR TREE INC COM 256746108 650 7,652 SH   SOLE   7,652 0 0
DXC TECHNOLOGY CO COM 23355L106 8,192 101,626 SH   SOLE   101,626 0 0
DYCOM INDS INC COM 267475101 785 8,301 SH   SOLE   8,301 0 0
FGL HLDGS *W EXP 11/30/202 G3402M110 722 601,546 SH   SOLE   601,546 0 0
FGL HLDGS ORD SHS G3402M102 4,321 515,034 SH   SOLE   515,034 0 0
FLEX LTD ORD Y2573F102 4,738 335,758 SH   SOLE   335,758 0 0
FLEXION THERAPEUTICS INC COM 33938J106 5,411 209,340 SH   SOLE   209,340 0 0
GCI LIBERTY INC COM CLASS A 36164V305 3,087 68,477 SH   SOLE   68,477 0 0
GMS INC COM 36251C103 1,495 55,173 SH   SOLE   55,173 0 0
HILTON GRAND VACATIONS INC COM 43283X105 1,896 54,630 SH   SOLE   54,630 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 4,892 210,486 SH   SOLE   210,486 0 0
IROBOT CORP COM 462726100 776 10,235 SH   SOLE   10,235 0 0
JETBLUE AIRWAYS CORP COM 477143101 1,853 97,644 SH   SOLE   97,644 0 0
KLX INC COM 482539103 369 5,138 SH   SOLE   5,138 0 0
KULICKE & SOFFA INDS INC COM 501242101 2,394 100,518 SH   SOLE   100,518 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 2,272 82,482 SH   SOLE   82,482 0 0
LKQ CORP COM 501889208 3,033 95,082 SH   SOLE   95,082 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2,384 232,595 SH   SOLE   232,595 0 0
MANITOWOC CO INC COM NEW 563571405 621 24,019 SH   SOLE   24,019 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 652 5,768 SH   SOLE   5,768 0 0
MCDERMOTT INTL INC COM 580037703 10,040 510,917 SH   SOLE   510,917 0 0
MERRIMACK PHARMACEUTICALS IN COM NEW 590328209 291 59,331 SH   SOLE   59,331 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,431 187,076 SH   SOLE   187,076 0 0
MICHAELS COS INC COM 59408Q106 2,730 142,428 SH   SOLE   142,428 0 0
MICROSTRATEGY INC CL A NEW 594972408 3,188 24,952 SH   SOLE   24,952 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 119 17,799 SH   SOLE   17,799 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 3,167 180,684 SH   SOLE   180,684 0 0
NCR CORP NEW COM 62886E108 1,631 54,408 SH   SOLE   54,408 0 0
OSI SYSTEMS INC COM 671044105 3,951 51,099 SH   SOLE   51,099 0 0
PERSPECTA INC COM 715347100 12,545 610,482 SH   SOLE   610,482 0 0
PG&E CORP COM 69331C108 1,490 35,018 SH   SOLE   35,018 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 3,254 190,422 SH   SOLE   190,422 0 0
SANMINA CORPORATION COM 801056102 264 9,023 SH   SOLE   9,023 0 0
SEMPRA ENERGY COM 816851109 479 4,123 SH   SOLE   4,123 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 4,319 52,920 SH   SOLE   52,920 0 0
STARS GROUP INC COM 85570W100 519 14,301 SH   SOLE   14,301 0 0
SYNEOS HEALTH INC CL A 87166B102 4,957 105,700 SH   SOLE   105,700 0 0
VIACOM INC NEW CL B 92553P201 5,631 186,716 SH   SOLE   186,716 0 0
WILLSCOT CORP *W EXP 09/10/202 971375118 2,586 1,144,071 SH   SOLE   1,144,071 0 0
WILLSCOT CORP COM 971375126 2,300 155,383 SH   SOLE   155,383 0 0
WMIH CORP COM 92936P100 1,299 969,351 SH   SOLE   969,351 0 0
XEROX CORP COM NEW 984121608 8,773 365,545 SH   SOLE   365,545 0 0