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
ARAMARK COM 03852U106 6,289 195,000 SH   SOLE   195,000 0 0
AXALTA COATING SYS LTD COM G0750C108 3,166 118,800 SH   SOLE   118,800 0 0
BANK AMER CORP COM 060505104 10,022 595,500 SH   SOLE   595,500 0 0
BANK NEW YORK MELLON CORP COM 064058100 10,412 252,600 SH   SOLE   252,600 0 0
BENEFICIAL BANCORP INC COM 08171T102 3,863 290,000 SH   SOLE   290,000 0 0
BGC PARTNERS INC CL A 05541T101 3,620 369,000 SH   SOLE   369,000 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 8,858 331,000 SH   SOLE   331,000 0 0
CDW CORP COM 12514G108 3,107 73,900 SH   SOLE   73,900 0 0
CITIZENS FINL GROUP INC COM 174610105 11,162 426,200 SH   SOLE   426,200 0 0
CME GROUP INC COM 12572Q105 4,630 51,100 SH   SOLE   51,100 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 3,227 148,800 SH   SOLE   148,800 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 5,045 170,200 SH   SOLE   170,200 0 0
FEDERATED INVS INC PA CL B 314211103 3,074 107,300 SH   SOLE   107,300 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 7,548 217,700 SH   SOLE   217,700 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 3,031 269,900 SH   SOLE   269,900 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,800 79,200 SH   SOLE   79,200 0 0
FIRST DATA CORP NEW COM CL A 32008D106 2,403 150,000 SH   SOLE   150,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,929 21,800 SH   SOLE   21,800 0 0
GRAMERCY PPTY TR COM 385002100 4,199 543,962 SH   SOLE   543,962 0 0
HD SUPPLY HLDGS INC COM 40416M105 3,003 100,000 SH   SOLE   100,000 0 0
INC RESH HLDGS INC CL A 45329R109 1,698 35,000 SH   SOLE   35,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,381 24,900 SH   SOLE   24,900 0 0
INVESCO LTD SHS G491BT108 4,804 143,500 SH   SOLE   143,500 0 0
J ALEXANDERS HLDGS INC COM 46609J106 634 58,057 SH   SOLE   58,057 0 0
KEARNY FINL CORP MD COM 48716P108 6,335 500,000 SH   SOLE   500,000 0 0
MATCH GROUP INC COM 57665R106 1,355 100,000 SH   SOLE   100,000 0 0
NASDAQ INC COM 631103108 3,066 52,700 SH   SOLE   52,700 0 0
NEW HOME CO INC COM 645370107 816 63,000 SH   SOLE   63,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 3,929 323,100 SH   SOLE   323,100 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 4,264 91,500 SH   SOLE   91,500 0 0
PARAMOUNT GROUP INC COM 69924R108 9,676 534,600 SH   SOLE   534,600 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,767 38,700 SH   SOLE   38,700 0 0
RACKSPACE HOSTING INC COM 750086100 1,583 62,500 SH   SOLE   62,500 0 0
RE MAX HLDGS INC CL A 75524W108 2,595 69,562 SH   SOLE   69,562 0 0
RENT A CTR INC NEW COM 76009N100 1,546 103,300 SH   SOLE   103,300 0 0
SABRE CORP COM 78573M104 8,699 311,000 SH   SOLE   311,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 3,151 95,700 SH   SOLE   95,700 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 3,339 85,100 SH   SOLE   85,100 0 0
SVB FINL GROUP COM 78486Q101 4,697 39,500 SH   SOLE   39,500 0 0
SYNCHRONY FINL COM 87165B103 11,091 364,700 SH   SOLE   364,700 0 0
TRANSUNION COM 89400J107 5,624 204,000 SH   SOLE   204,000 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 7,152 154,500 SH   SOLE   154,500 0 0
VANTIV INC CL A 92210H105 4,789 101,000 SH   SOLE   101,000 0 0
VISA INC COM CL A 92826C839 4,715 60,800 SH   SOLE   60,800 0 0
VOYA FINL INC COM 929089100 5,787 156,800 SH   SOLE   156,800 0 0