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
ABB LTD SPONSORED ADR 000375204 11,620 607,085 SH   SOLE   607,085 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 9,676 54,942 SH   SOLE   54,942 0 0
ARCONIC INC COM 03965L100 10,546 536,398 SH   SOLE   536,398 0 0
AUTOLIV INC COM 052800109 6,362 82,778 SH   SOLE   82,778 0 0
CAESARS ENTMT CORP COM 127686103 15,236 1,723,578 SH   SOLE   1,723,578 0 0
CARS COM INC COM 14575E105 9,037 391,870 SH   SOLE   391,870 0 0
CHENIERE ENERGY INC COM NEW 16411R208 20,801 306,078 SH   SOLE   306,078 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 21,222 30,071 SH   SOLE   30,071 0 0
CITRIX SYS INC COM 177376100 11,717 117,532 SH   SOLE   117,532 0 0
ERICSSON ADR B SEK 10 294821608 19,627 2,096,861 SH   SOLE   2,096,861 0 0
HAIN CELESTIAL GROUP INC COM 405217100 11,129 489,832 SH   SOLE   489,832 0 0
INNOVIVA INC COM 45781M101 8,593 612,920 SH   SOLE   612,920 0 0
JACK IN THE BOX INC COM 466367109 13,425 166,167 SH   SOLE   166,167 0 0
KNOWLES CORP COM 49926D109 10,013 563,500 SH   SOLE   563,500 0 0
LOGMEIN INC COM 54142L109 1,697 20,663 SH   SOLE   20,663 0 0
MAGELLAN HEALTH INC COM NEW 559079207 9,879 150,000 SH   SOLE   150,000 0 0
NEWELL BRANDS INC COM 651229106 8,739 566,013 SH   SOLE   566,013 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 17,217 709,117 SH   SOLE   709,117 0 0
PAPA JOHNS INTL INC COM 698813102 15,484 298,348 SH   SOLE   298,348 0 0
PERRIGO CO PLC SHS G97822103 8,730 177,874 SH   SOLE   177,874 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 12,378 255,588 SH   SOLE   255,588 0 0
SLM CORP COM 78442P106 12,843 1,272,835 SH   SOLE   1,272,835 0 0
SOTHEBYS COM 835898107 9,592 255,797 SH   SOLE   255,797 0 0
SYMANTEC CORP COM 871503108 20,441 881,457 SH   SOLE   881,457 0 0
TEREX CORP NEW COM 880779103 13,759 418,974 SH   SOLE   418,974 0 0
TRINITY INDS INC COM 896522109 11,829 534,520 SH   SOLE   534,520 0 0
VEONEER INCORPORATED COM 92336X109 1,923 79,636 SH   SOLE   79,636 0 0
WELBILT INC COM 949090104 14,149 854,908 SH   SOLE   854,908 0 0