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
ABBOTT LABORATORIES CMN COM 002824100 6,344 150,004 SH   SOLE   150,004 0 0
ADVANCE AUTO PARTS, INC. CMN COM 00751Y106 5,531 37,091 SH   SOLE   37,091 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 2,717 18,071 SH   SOLE   18,071 0 0
ARMSTRONG WORLD INDUSTRIES, INC CMN COM 04247X102 3,534 85,534 SH   SOLE   85,534 0 0
ASHLAND GLOBAL HOLDINGS INC CMN COM 044186104 2,236 19,287 SH   SOLE   19,287 0 0
BAXTER INTERNATIONAL INC CMN COM 071813109 4,128 86,718 SH   SOLE   86,718 0 0
CARE CAPITAL PROPERTIES, INC. CMN COM 141624106 5,022 176,226 SH   SOLE   176,226 0 0
CELGENE CORPORATION CMN COM 151020104 3,156 30,195 SH   SOLE   30,195 0 0
CHARTER COMMUNICATIONS, INC. CMN COM 16119P108 7,981 29,562 SH   SOLE   29,562 0 0
COMMERCEHUB, INC. CMN SERIES C COM 20084V306 5,378 338,000 SH   SOLE   338,000 0 0
COTY, INC. CMN CLASS A COM 222070203 7,484 318,451 SH   SOLE   318,451 0 0
DANAHER CORPORATION CMN COM 235851102 4,775 60,915 SH   SOLE   60,915 0 0
EDGEWELL PERSONAL CARE CMN COM 28035Q102 4,131 51,948 SH   SOLE   51,948 0 0
LEIDOS HLDGS INC CMN COM 525327102 1,570 36,279 SH   SOLE   36,279 0 0
LUMINEX CORP DEL CMN COM 55027E102 4,323 190,260 SH   SOLE   190,260 0 0
MSG NETWORKS INC CMN COM 553573106 1,718 92,313 SH   SOLE   92,313 0 0
NEWELL BRANDS INC CMN COM 651229106 7,478 142,006 SH   SOLE   142,006 0 0
NUVASIVE, INC. CMN COM 670704105 8,792 131,896 SH   SOLE   131,896 0 0
PJT PARTNERS INC CMN CLASS A COM 69343T107 4,445 163,011 SH   SOLE   163,011 0 0
POST HOLDINGS, INC. CMN COM 737446104 6,228 80,700 SH   SOLE   80,700 0 0
SEMPRA ENERGY CMN COM 816851109 4,076 38,027 SH   SOLE   38,027 0 0
TRIMAS CORPORATION CMN COM 896215209 2,005 107,712 SH   SOLE   107,712 0 0
UNIVAR INC. CMN COM 91336L107 4,459 204,053 SH   SOLE   204,053 0 0
VALVOLINE INC. CMN COM 92047W101 1,772 75,455 SH   SOLE   75,455 0 0
ALLERGAN PLC CMN COM G0177J108 6,270 27,226 SH   SOLE   27,226 0 0