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
AXALTA COATING SYS LTD COM G0750C108 120,600 4,000,000 SH   SOLE   4,000,000 0 0
BLOOMIN BRANDS INC COM 094235108 148,031 7,819,899 SH   SOLE   7,819,899 0 0
CALLAWAY GOLF CO COM 131193104 168,320 8,671,810 SH   SOLE   8,671,810 0 0
CONAGRA BRANDS INC COM 205887102 459,025 14,961,717 SH   SOLE   14,961,717 0 0
HD SUPPLY HLDGS INC COM 40416M105 78,439 2,002,273 SH   SOLE   2,002,273 0 0
INSTRUCTURE INC COM 45781U103 12,943 334,089 SH   SOLE   334,089 0 0
JACK IN THE BOX INC COM 466367109 71,947 789,586 SH   SOLE   789,586 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 64,903 218,698 SH   SOLE   218,698 0 0
TIFFANY & CO NEW COM 886547108 6,818 73,600 SH Call SOLE   0 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 109,816 800,000 SH   SOLE   800,000 0 0