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
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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
ALTABA INC COM 021346101 56,343 1,034,200 SH   SOLE   1,034,200 0 0
CAESARS ACQUISITION CO CL A 12768T103 16,468 864,485 SH   SOLE   864,485 0 0
CARS COM INC COM 14575E105 55,150 2,070,959 SH   SOLE   2,070,959 0 0
CBOE HLDGS INC COM 12503M108 46,735 511,329 SH   SOLE   511,329 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 48,246 564,947 SH   SOLE   564,947 0 0
HRG GROUP INC COM 40434J100 52,306 2,953,456 SH   SOLE   2,953,456 0 0
HRG GROUP INC COM 40434J100 30,633 1,729,700 SH Call SOLE   1,729,700 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 42,150 639,411 SH   SOLE   639,411 0 0
KAR AUCTION SVCS INC COM 48238T109 56,858 1,354,725 SH   SOLE   1,354,725 0 0
KAR AUCTION SVCS INC COM 48238T109 16,956 404,000 SH Call SOLE   404,000 0 0
LKQ CORP COM 501889208 60,189 1,826,677 SH   OTR 1 1,466,177 360,500 0
LKQ CORP COM 501889208 71,752 2,177,600 SH Call SOLE   2,177,600 0 0
LOWES COS INC COM 548661107 80,461 1,037,800 SH Call SOLE   1,037,800 0 0
LOWES COS INC COM 548661107 55,919 721,252 SH   SOLE   721,252 0 0
MARATHON PETE CORP COM 56585A102 17,321 331,000 SH Call SOLE   331,000 0 0
MARATHON PETE CORP COM 56585A102 55,542 1,061,376 SH   OTR 1 1,061,376 0 0
MOHAWK INDS INC COM 608190104 66,867 276,665 SH   OTR 1 223,115 53,550 0
MOHAWK INDS INC COM 608190104 22,598 93,500 SH Call SOLE   93,500 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,352 70,413 SH   SOLE   70,413 0 0
NEWELL BRANDS INC COM 651229106 62,135 1,158,800 SH   OTR 1 930,347 228,453 0
NEWELL BRANDS INC COM 651229106 22,338 416,600 SH Call SOLE   416,600 0 0
S&P GLOBAL INC COM 78409V104 33,604 230,181 SH   SOLE   230,181 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 53,907 1,375,524 SH   SOLE   1,375,524 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 36,000 918,600 SH Call SOLE   918,600 0 0
SHERWIN WILLIAMS CO COM 824348106 39,975 113,901 SH   SOLE   113,901 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 59,149 1,539,942 SH   SOLE   1,539,942 0 0
TESORO CORP COM 881609101 9,635 102,936 SH   OTR 1 102,936 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 2,646 51,197 SH   SOLE   51,197 0 0
YUM BRANDS INC COM 988498101 22,098 299,600 SH Call SOLE   299,600 0 0
YUM BRANDS INC COM 988498101 30,596 414,800 SH   SOLE   414,800 0 0