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 |
| ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 20,347 | 787,723 | SH | SOLE | 787,723 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 77,662 | 2,956,300 | SH | SOLE | 2,956,300 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 43,321 | 38,830 | SH | SOLE | 38,830 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 38,688 | 295,125 | SH | SOLE | 295,125 | 0 | 0 | ||
| AVAYA HLDGS CORP | COM | 05351X101 | 57,300 | 2,853,563 | SH | SOLE | 2,853,563 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 30,598 | 126,106 | SH | SOLE | 126,106 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 23,670 | 2,212,117 | SH | SOLE | 2,212,117 | 0 | 0 | ||
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 40,688 | 1,628,825 | SH | SOLE | 1,628,825 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 57,522 | 1,402,981 | SH | SOLE | 1,402,981 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 63,271 | 3,182,669 | SH | SOLE | 3,182,669 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 48,478 | 570,325 | SH | SOLE | 570,325 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 37,794 | 468,855 | SH | SOLE | 468,855 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 49,933 | 415,454 | SH | SOLE | 415,454 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 24,611 | 1,744,239 | SH | SOLE | 1,744,239 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346232101 | 8,839 | 425,987 | SH | SOLE | 425,987 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 52,479 | 344,148 | SH | SOLE | 344,148 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 55,179 | 1,811,518 | SH | SOLE | 1,811,518 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 47,064 | 641,203 | SH | SOLE | 641,203 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 48,032 | 1,556,947 | SH | SOLE | 1,556,947 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 67,609 | 674,878 | SH | SOLE | 674,878 | 0 | 0 | ||