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
ADVANCE AUTO PARTS INC COM 00751Y106 6,568 66,205 SH   SOLE   66,205 0 0
ANADARKO PETE CORP COM 032511107 3,476 71,150 SH   SOLE   71,150 0 0
ANTHEM INC COM 036752103 1,557 8,200 SH   SOLE   8,200 0 0
BIO RAD LABS INC CL A 090572207 15,083 67,874 SH   SOLE   67,874 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 34,919 1,941,012 SH   SOLE   1,941,012 0 0
CONDUENT INC COM 206787103 1,502 95,826 SH   SOLE   95,826 0 0
GARDNER DENVER HLDGS INC COM 36555P107 2,782 101,090 SH   SOLE   101,090 0 0
HAEMONETICS CORP COM 405024100 5,798 129,217 SH   SOLE   129,217 0 0
HOSTESS BRANDS INC CL A 44109J106 8,224 602,041 SH   SOLE   602,041 0 0
INC RESH HLDGS INC CL A 45329R109 9,005 172,186 SH   SOLE   172,186 0 0
MICRON TECHNOLOGY INC COM 595112103 5,404 137,400 SH   SOLE   137,400 0 0
MONRO INC COM 610236101 1,331 23,738 SH   SOLE   23,738 0 0
PARSLEY ENERGY INC CL A 701877102 3,282 124,588 SH   SOLE   124,588 0 0
RSP PERMIAN INC COM 74978Q105 7,361 212,817 SH   SOLE   212,817 0 0
STARS GROUP INC COM 85570W100 47,883 2,341,523 SH   SOLE   2,341,523 0 0
VERISIGN INC COM 92343E102 4,553 42,800 SH   SOLE   42,800 0 0
WELLS FARGO CO NEW COM 949746101 6,169 111,850 SH   SOLE   111,850 0 0
WPX ENERGY INC COM 98212B103 24,510 2,131,345 SH   SOLE   2,131,345 0 0