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 |
| ACACIA COMMUNICATIONS INC | COM | 00401C108 | 18,465 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 8,379 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| THERAPEUTICSMD INC | COM | 88338N107 | 12,960 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| AMERCO | COM | 023586100 | 59,084 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 51,982 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| BIOVERATIV INC | COM | 09075E100 | 43,568 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| DEVRY ED GROUP INC | COM | 251893103 | 53,175 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| FIESTA RESTAURANT GROUP INC | COM | 31660B101 | 9,680 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 82,764 | 3,800,000 | SH | SOLE | 3,800,000 | 0 | 0 | ||
| HOUGHTON MIFFLIN HARCOURT CO | COM | 44157R109 | 12,688 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 4,493 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL A | G5480U138 | 12,232 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 23,040 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
| NI HLDGS INC | COM | 65342T106 | 8,510 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| QUALITY CARE PPTYS INC | COM | 747545101 | 11,316 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| REVLON INC | CL A NEW | 761525609 | 6,545 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 47,784 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 107,188 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| HRG GROUP INC | COM | 40434J100 | 64,722 | 3,350,000 | SH | SOLE | 3,350,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 26,870 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||