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
ADVANCE AUTO PARTS INC COM 00751Y106 5,409 33,774 SH   SOLE   33,774 0 0
ALTRIA GROUP INC COM 02209S103 9,433 189,000 SH   SOLE   189,000 0 0
AMAZON COM INC COM 023135106 303 164 SH   SOLE   164 0 0
BOEING CO COM 097023105 4,529 13,903 SH   SOLE   13,903 0 0
BOTTOMLINE TECH DEL INC COM 101388106 2,400 44,785 SH   SOLE   44,785 0 0
BOX INC CL A 10316T104 1,199 71,443 SH   SOLE   71,443 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 2,142 56,136 SH   SOLE   56,136 0 0
CARS COM INC COM 14575E105 317 25,958 SH   SOLE   25,958 0 0
CHARAH SOLUTIONS INC COM 15957P105 36 14,617 SH   SOLE   14,617 0 0
COMSCORE INC COM 20564W105 13,421 2,716,859 SH   SOLE   2,716,859 0 0
CONDUENT INC COM 206787103 4,576 737,996 SH   SOLE   737,996 0 0
CORTEVA INC COM 22052L104 1,937 65,520 SH   SOLE   65,520 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,142 22,894 SH   SOLE   22,894 0 0
DROPBOX INC CL A 26210C104 4,240 236,757 SH   SOLE   236,757 0 0
DXC TECHNOLOGY CO COM 23355L106 24,487 651,429 SH   SOLE   651,429 0 0
DYCOM INDS INC COM 267475101 2,860 60,649 SH   SOLE   60,649 0 0
ECHOSTAR CORP CL A 278768106 13,590 313,786 SH   SOLE   313,786 0 0
ENVISTA HLDGS CORP COM 29415F104 4,658 157,140 SH   SOLE   157,140 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,819 16,821 SH   SOLE   16,821 0 0
FGL HLDGS *W EXP 11/30/202 G3402M110 104 67,562 SH   SOLE   67,562 0 0
FLEX LTD ORD Y2573F102 2,364 187,340 SH   SOLE   187,340 0 0
FLUOR CORP NEW COM 343412102 8,458 447,976 SH   SOLE   447,976 0 0
IHEARTMEDIA INC COM CL A 45174J509 1,183 70,012 SH   SOLE   70,012 0 0
KAR AUCTION SVCS INC COM 48238T109 2,909 133,494 SH   SOLE   133,494 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 6,936 650,629 SH   SOLE   650,629 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 1,753 40,911 SH   SOLE   40,911 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2,083 179,399 SH   SOLE   179,399 0 0
MARATHON PETE CORP COM 56585A102 4,525 75,104 SH   SOLE   75,104 0 0
MEDIFAST INC COM 58470H101 954 8,706 SH   SOLE   8,706 0 0
MICRON TECHNOLOGY INC COM 595112103 3,334 62,000 SH   SOLE   62,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 5,723 40,127 SH   SOLE   40,127 0 0
MOBILE MINI INC COM 60740F105 1,059 27,938 SH   SOLE   27,938 0 0
MYLAN N V SHS EURO N59465109 1,940 96,512 SH   SOLE   96,512 0 0
NCR CORP NEW COM 62886E108 9,495 270,049 SH   SOLE   270,049 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 1,829 90,100 SH   SOLE   90,100 0 0
NORTONLIFELOCK INC COM 668771108 3,145 123,254 SH   SOLE   123,254 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 488 58,051 SH   SOLE   58,051 0 0
PURE STORAGE INC CL A 74624M102 1,578 92,234 SH   SOLE   92,234 0 0
REALOGY HLDGS CORP COM 75605Y106 1,990 205,589 SH   SOLE   205,589 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 2,090 175,211 SH   SOLE   175,211 0 0
SHOTSPOTTER INC COM 82536T107 3,222 126,362 SH   SOLE   126,362 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 806 24,181 SH   SOLE   24,181 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 7,768 120,829 SH   SOLE   120,829 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,338 38,073 SH   SOLE   38,073 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 4,806 452,129 SH   SOLE   452,129 0 0
TERADATA CORP DEL COM 88076W103 4,730 176,701 SH   SOLE   176,701 0 0
THERAPEUTICSMD INC COM 88338N107 75 30,800 SH   SOLE   30,800 0 0
TIVO CORP COM 88870P106 11,324 1,335,433 SH   SOLE   1,335,433 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,058 102,829 SH   SOLE   102,829 0 0
VIACOMCBS INC CL B 92556H206 5,563 132,553 SH   SOLE   132,553 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 6,201 536,849 SH   SOLE   536,849 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 397 49,569 SH   SOLE   49,569 0 0
WILEY JOHN & SONS INC CL A 968223206 8,153 168,040 SH   SOLE   168,040 0 0
WILLSCOT CORP COM 971375126 10,388 561,811 SH   SOLE   561,811 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,678 45,517 SH   SOLE   45,517 0 0