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
AECOM COM 00766T100 8,552 133,400 SH   SOLE   133,400 0 0
AERCAP HOLDINGS NV SHS N00985106 8,036 136,800 SH   SOLE   136,800 0 0
APPLIED MATLS INC COM 038222105 11,463 85,800 SH   SOLE   85,800 0 0
ANTHEM INC COM 036752103 10,445 29,100 SH   SOLE   29,100 0 0
ARAMARK COM 03852U106 5,879 155,600 SH   SOLE   155,600 0 0
AMERICAN EXPRESS CO COM 025816109 6,836 48,330 SH   SOLE   48,330 0 0
AXALTA COATING SYS LTD COM G0750C108 3,005 101,600 SH   SOLE   101,600 0 0
BK OF AMERICA CORP COM 060505104 9,190 237,542 SH   SOLE   237,542 0 0
BELDEN INC COM 077454106 3,418 77,024 SH   SOLE   77,024 0 0
BAUSCH HEALTH COS INC COM 071734107 5,751 181,200 SH   SOLE   181,200 0 0
BOOKING HOLDINGS INC COM 09857L108 4,893 2,100 SH   SOLE   2,100 0 0
CHANGE HEALTHCARE INC COM 15912K100 1,602 72,500 SH   SOLE   72,500 0 0
CENTENE CORP DEL COM 15135B101 8,871 138,800 SH   SOLE   138,800 0 0
CORTEVA INC COM 22052L104 9,963 213,700 SH   SOLE   213,700 0 0
FACEBOOK INC CL A 30303M102 5,508 18,700 SH   SOLE   18,700 0 0
FEDEX CORP COM 31428X106 3,636 12,800 SH   SOLE   12,800 0 0
FISERV INC COM 337738108 5,780 48,559 SH   SOLE   48,559 0 0
ALPHABET INC CAP STK CL C 02079K107 2,789 1,348 SH   SOLE   1,348 0 0
ALPHABET INC CAP STK CL A 02079K305 4,001 1,940 SH   SOLE   1,940 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,102 21,719 SH   SOLE   21,719 0 0
HILTON GRAND VACATIONS INC COM 43283X105 7,416 197,800 SH   SOLE   197,800 0 0
MANPOWERGROUP INC COM 56418H100 7,803 78,900 SH   SOLE   78,900 0 0
MCKESSON CORP COM 58155Q103 7,685 39,400 SH   SOLE   39,400 0 0
MOODYS CORP COM 615369105 4,974 16,658 SH   SOLE   16,658 0 0
MDC PARTNERS INC. CL A SUB VTG 552697104 4,520 1,448,688 SH   SOLE   1,448,688 0 0
MOSAIC CO NEW COM 61945C103 6,281 198,700 SH   SOLE   198,700 0 0
MICROSOFT CORP COM 594918104 3,653 15,495 SH   SOLE   15,495 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,158 150,700 SH   SOLE   150,700 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 8,883 353,200 SH   SOLE   353,200 0 0
ORACLE CORP COM 68389X105 5,964 85,000 SH   SOLE   85,000 0 0
PROPETRO HLDG CORP COM 74347M108 2,035 190,900 SH   SOLE   190,900 0 0
ROBERT HALF INTL INC COM 770323103 7,697 98,593 SH   SOLE   98,593 0 0
REALOGY HLDGS CORP COM 75605Y106 5,795 383,044 SH   SOLE   383,044 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5,006 102,900 SH   SOLE   102,900 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,087 72,800 SH   SOLE   72,800 0 0
TEREX CORP NEW COM 880779103 5,737 124,524 SH   SOLE   124,524 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 4,890 158,720 SH   SOLE   158,720 0 0
TRIPADVISOR INC COM 896945201 6,073 112,900 SH   SOLE   112,900 0 0
ULTA BEAUTY INC COM 90384S303 3,215 10,400 SH   SOLE   10,400 0 0
WELBILT INC COM 949090104 6,778 417,100 SH   SOLE   417,100 0 0
WPP PLC NEW ADR 92937A102 5,607 441,800 SH   SOLE   441,800 0 0
WYNN RESORTS LTD COM 983134107 5,341 42,600 SH   SOLE   42,600 0 0