The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACUITY BRANDS INC | COM | 00508Y102 | 29,476 | 172,091 | SH | OTR | 0 | 172,091 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 33,555 | 826,263 | SH | OTR | 0 | 826,263 | 0 | ||
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 4,572 | 315,290 | SH | OTR | 0 | 315,290 | 0 | ||
| ENSCO PLC | SHS CLASS A | G3157S106 | 18,141 | 3,038,700 | SH | OTR | 0 | 3,038,700 | 0 | ||
| INTREPID POTASH INC | COM | 46121Y102 | 8,945 | 2,051,526 | SH | OTR | 0 | 2,051,526 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 22,792 | 1,564,308 | SH | OTR | 0 | 1,564,308 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 15,984 | 713,910 | SH | OTR | 0 | 713,910 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 7,978 | 1,768,956 | SH | OTR | 0 | 1,768,956 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 44,727 | 597,234 | SH | OTR | 0 | 597,234 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 8,868 | 137,446 | SH | OTR | 0 | 137,446 | 0 | ||
| TENARIS S A | SPONSORED ADR | 88031M109 | 28,272 | 998,647 | SH | OTR | 0 | 998,647 | 0 | ||
| TRANSOCEAN LTD | REG SHS | H8817H100 | 10,762 | 1,000,208 | SH | OTR | 0 | 1,000,208 | 0 | ||
| VISTA OUTDOOR INC | COM | 928377100 | 21,986 | 958,394 | SH | OTR | 0 | 958,394 | 0 | ||