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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 77,706 4,001,336 SH   SOLE   4,001,336 0 0
CONAGRA BRANDS INC COM 205887102 393,726 10,858,403 SH   SOLE   10,858,403 0 0
ENCOMPASS HEALTH CORP COM 29261A100 214,425 2,593,114 SH   SOLE   2,593,114 0 0
GRACE W R & CO DEL NEW COM 38388F108 16,825 306,914 SH   SOLE   306,914 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 165,214 811,661 SH   SOLE   811,661 0 0
NEW RELIC INC COM 64829B100 23,152 354,010 SH   SOLE   354,010 0 0
PERSPECTA INC COM 715347100 368,108 15,286,875 SH   SOLE   15,286,875 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 102,947 275,347 SH   SOLE   275,347 0 0
TEGNA INC COM 87901J105 23,763 1,703,455 SH   SOLE   1,703,455 0 0
TIFFANY & CO NEW COM 886547108 4,837 36,800 SH Call SOLE   0 0 0
TREEHOUSE FOODS INC COM 89469A104 86,429 2,034,109 SH   SOLE   2,034,109 0 0