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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AARONS INCCOM PAR $0.5000253530021,156928,720SH SOLE 928,72000
ANI PHARMACEUTICALS INCCOM00182C1038,012196,661SH SOLE 196,66100
ANTERIX INCCOM03676C10017,235377,386SH SOLE 377,38600
APOLLO GLOBAL MGMT INCCOM CL A03768E10525,683766,659SH SOLE 766,65900
AUTONATION INCCOM05329W1021,32047,043SH SOLE 47,04300
CDW CORPCOM12514G1085,59660,000SH SOLE 60,00000
CHANGE HEALTHCARE INCCOM15912K10045,3614,540,679SH SOLE 4,540,67900
CHURCHILL DOWNS INCCOM17148410810,933106,200SH SOLE 106,20000
CORNERSTONE BLDG BRANDS INCCOM21925D1092,812616,764SH SOLE 616,76400
ETSY INCCOM29786A10617,697460,389SH SOLE 460,38900
EXTENDED STAY AMER INCUNIT 99/99/9999B30224P20033,4844,580,568SH SOLE 4,580,56800
FRONTDOOR INCCOM35905A10943,4261,248,597SH SOLE 1,248,59700
GARRETT MOTION INCCOM3665051055,1861,813,363SH SOLE 1,813,36300
GRACE W R & CO DEL NEWCOM38388F1084,137116,200SH SOLE 116,20000
GRAPHIC PACKAGING HLDG COCOM3886891013,939322,900SH SOLE 322,90000
HILTON GRAND VACATIONS INCCOM43283X1051,24178,686SH SOLE 78,68600
HUDSON LTDCOM CL AG464081036,1411,223,311SH SOLE 1,223,31100
INSTALLED BLDG PRODS INCCOM45780R10113,460337,600SH SOLE 337,60000
INTERNATIONAL SEAWAYS INCCOMY410531023,475145,442SH SOLE 145,44200
LAMAR ADVERTISING CO NEWCL A5128161099,251180,406SH SOLE 180,40600
LITHIA MTRS INCCL A53679710314,182173,400SH SOLE 173,40000
MGM GROWTH PPTYS LLCCL A COM55303A10532,9211,390,816SH SOLE 1,390,81600
MGM RESORTS INTERNATIONALCOM5529531011,958165,900SH SOLE 165,90000
MSC INDL DIRECT INCCL A5535301063,84269,900SH SOLE 69,90000
O-I GLASS INCCOM67098H1045,451766,659SH SOLE 766,65900
RETAIL VALUE INCCOM76133Q1024,918401,430SH SOLE 401,43000
RLJ LODGING TRCUM CONV PFD A74965L20097055,408SH SOLE 55,40800
RMR GROUP INCCL A74967R10623,225861,141SH SOLE 861,14100
SEALED AIR CORP NEWCOM81211K10034,2881,387,633SH SOLE 1,387,63300
SEASPINE HLDGS CORPCOM81255T1085,693696,824SH SOLE 696,82400
SINCLAIR BROADCAST GROUP INCCL A8292261094,996310,700SH SOLE 310,70000
SONOS INCCOM83570H10815,1221,783,253SH SOLE 1,783,25300
SUPER MICRO COMPUTER INCCOM86800U10438,5601,812,047SH SOLE 1,812,04700
TALEND S AADS87422420728,4151,266,833SH SOLE 1,266,83300
TEAM INCNOTE 5.000% 8/0878155AE02,5553,395,000PRN SOLE 3,395,00000
TOPBUILD CORPCOM89055F10312,832179,123SH SOLE 179,12300
UPWORK INCCOM91688F10427,1454,208,577SH SOLE 4,208,57700
VERTIV HOLDINGS COCOM CL A92537N1088,7081,006,700SH SOLE 1,006,70000
VIRTUSA CORPCOM92827P10216,747589,700SH SOLE 589,70000
WORKIVA INCCOM CL A98139A10517,516541,796SH SOLE 541,79600
ZILLOW GROUP INCNOTE 1.500% 7/098954MAC51,6902,000,000PRN SOLE 2,000,00000
ZILLOW GROUP INCNOTE 2.000%12/098954MAB72,0132,000,000PRN SOLE 2,000,00000
ZILLOW GROUP INCCL C CAP STK98954M20011,334314,658SH SOLE 314,65800