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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALTABA INCCOM021346101102,2421,543,516SH SOLE 1,543,51600
AXALTA COATING SYS LTDCOMG0750C10821,996760,570SH SOLE 760,57000
CONAGRA BRANDS INCCOM205887102168,0504,980,749SH SOLE 4,980,74900
CONAGRA BRANDS INCCOM20588710216,870500,000SHCallSOLE 000
CORNERSTONE ONDEMAND INCCOM21925Y1032,03150,000SH SOLE 50,00000
D R HORTON INCCOM23331A1095,391135,000SH SOLE 135,00000
DERMIRA INCCOM24983L1048,954331,640SH SOLE 331,64000
DOWDUPONT INCCOM26078J100200,7202,899,324SH SOLE 2,899,32400
DXC TECHNOLOGY COCOM23355L106179,0682,085,092SH SOLE 2,085,09200
EQT CORPCOM26884L109669,17510,257,129SH SOLE 10,257,12900
FIRST DATA CORP NEWCOM CL A32008D106181,58010,065,428SH SOLE 10,065,42800
GARDNER DENVER HLDGS INCCOM36555P1071,32148,000SH SOLE 48,00000
GENERAL ELECTRIC COCOM3696041034,836200,000SHCallSOLE 000
HD SUPPLY HLDGS INCCOM40416M105328,0569,094,994SH SOLE 9,094,99400
JACK IN THE BOX INCCOM466367109134,2001,316,715SH SOLE 1,316,71500
LIBERTY BROADBAND CORPCOM SER C530307305418,2214,388,473SH SOLE 4,388,47300
LIBERTY MEDIA CORP DELAWARECOM SER C FRMLA531229854131,4433,450,863SH SOLE 3,450,86300
LULULEMON ATHLETICA INCCOM55002110917,741285,000SHCallSOLE 000
MOLINA HEALTHCARE INCCOM60855R100146,1392,125,351SH SOLE 2,125,35100
NIELSEN HLDGS PLCSHS EURG6518L10829,015700,000SHCallSOLE 000
NUANCE COMMUNICATIONS INCCOM67020Y1003,622230,427SH SOLE 230,42700
NUVASIVE INCCOM67070410542,767771,135SH SOLE 771,13500
ORACLE CORPCOM68389X1057,253150,000SH SOLE 150,00000
OSPREY ENERGY ACQUISITION COUNIT 07/21/202268839720724,8252,500,000SH SOLE 2,500,00000
PANDORA MEDIA INCCOM698354107125,63216,315,871SH SOLE 16,315,87100
PINNACLE FOODS INC DELCOM72348P10465,6821,148,898SH SOLE 1,148,89800
PQ GROUP HLDGS INCCOM73943T1032,992173,466SH SOLE 173,46600
SALESFORCE COM INCCOM79466L30287,487936,490SH SOLE 936,49000
SELECT MED HLDGS CORPCOM81619Q10517,995937,243SH SOLE 937,24300
SPDR S&P 500 ETF TRTR UNIT78462F103251,2301,000,000SHCallSOLE 000
SPLUNK INCCOM84863710433,215500,000SHCallSOLE 000
TIFFANY & CO NEWCOM886547108436,1794,752,439SH SOLE 4,752,43900
TIFFANY & CO NEWCOM8865471086,75573,600SHCallSOLE 000
UNITEDHEALTH GROUP INCCOM91324P10244,601227,730SH SOLE 227,73000
UNIVERSAL HLTH SVCS INCCL B913903100209,8971,891,986SH SOLE 1,891,98600
ZAYO GROUP HLDGS INCCOM98919V105143,7384,175,993SH SOLE 4,175,99300
ZIMMER BIOMET HLDGS INCCOM98956P102545,9324,662,497SH SOLE 4,662,49700