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
ADIENT PLC ORD SHS G0084W101 7,587 90,331 SH   SOLE   90,331 0 0
ALTRIA GROUP INC COM 02209S103 1,861 29,349 SH   SOLE   29,349 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,989 32,720 SH   SOLE   32,720 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 5,050 300,598 SH   SOLE   300,598 0 0
CONDUENT INC COM 206787103 7,453 475,643 SH   SOLE   475,643 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 1,908 100,000 SH   SOLE   100,000 0 0
DIEBOLD NXDF INC COM 253651103 8,019 350,949 SH   SOLE   350,949 0 0
DXC TECHNOLOGY CO COM 23355L106 2,120 24,686 SH   SOLE   24,686 0 0
DYCOM INDS INC COM 267475101 2,790 32,489 SH   SOLE   32,489 0 0
ECHOSTAR CORP CL A 278768106 4,414 77,123 SH   SOLE   77,123 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 12,542 81,035 SH   SOLE   81,035 0 0
HAIN CELESTIAL GROUP INC COM 405217100 5,318 129,242 SH   SOLE   129,242 0 0
HILTON GRAND VACATIONS INC COM 43283X105 11,702 302,922 SH   SOLE   302,922 0 0
IMPERVA INC COM 45321L100 3,092 71,237 SH   SOLE   71,237 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,023 149,489 SH   SOLE   149,489 0 0
MARATHON PETE CORP COM 56585A102 10,308 183,801 SH   SOLE   183,801 0 0
PANDORA MEDIA INC COM 698354107 5,119 664,834 SH   SOLE   664,834 0 0
VISTRA ENERGY CORP COM 92840M102 6,694 358,157 SH   SOLE   358,157 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 7,662 72,683 SH   SOLE   72,683 0 0