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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
BLOOMIN BRANDS INC COM 094235108 87,039 5,700,000 SH   SOLE   5,700,000 0 0
BRINKS CO COM 109696104 20,679 503,259 SH   SOLE   503,259 0 0
CALLAWAY GOLF CO COM 131193104 56,333 2,943,183 SH   SOLE   2,943,183 0 0
CONAGRA BRANDS INC COM 205887102 387,754 10,858,403 SH   SOLE   10,858,403 0 0
ENCOMPASS HEALTH CORP COM 29261A100 113,164 1,741,513 SH   SOLE   1,741,513 0 0
HD SUPPLY HLDGS INC COM 40416M105 47,072 1,141,404 SH   SOLE   1,141,404 0 0
NEW RELIC INC COM 64829B100 30,790 546,309 SH   SOLE   546,309 0 0
PERSPECTA INC COM 715347100 248,958 12,799,872 SH   SOLE   12,799,872 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 121,782 363,647 SH   SOLE   363,647 0 0
TIFFANY & CO NEW COM 886547108 4,263 36,800 SH Call SOLE   0 0 0