The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 3,184 | 97,590 | SH | SOLE | 97,590 | 0 | 0 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 3,211 | 27,400 | SH | SOLE | 27,400 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 12,198 | 964,239 | SH | SOLE | 964,239 | 0 | 0 | ||
| CAESARS ENTMT CORP | NOTE 5.000%10/0 | 127686AA1 | 2,839 | 1,463,926 | PRN | SOLE | 1,463,926 | 0 | 0 | ||
| CASEYS GEN STORES INC | COM | 147528103 | 3,369 | 30,100 | SH | SOLE | 30,100 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 7,708 | 130,647 | SH | SOLE | 130,647 | 0 | 0 | ||
| CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 2,098 | 130,000 | SH | Call | SOLE | 130,000 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 1,640 | 22,700 | SH | SOLE | 22,700 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 4,073 | 42,917 | SH | SOLE | 42,917 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 6,561 | 58,880 | SH | SOLE | 58,880 | 0 | 0 | ||
| ENPRO INDS INC | COM | 29355X107 | 7,485 | 80,042 | SH | SOLE | 80,042 | 0 | 0 | ||
| ENVISION HEALTHCARE CORP | COM | 29414D100 | 781 | 22,600 | SH | SOLE | 22,600 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 4,019 | 240,500 | SH | SOLE | 240,500 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 17,988 | 93,476 | SH | SOLE | 93,476 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 7,306 | 174,170 | SH | SOLE | 174,170 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 6,569 | 197,332 | SH | SOLE | 197,332 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 8,803 | 309,100 | SH | SOLE | 309,100 | 0 | 0 | ||
| IMPERVA INC | COM | 45321L100 | 4,786 | 120,562 | SH | SOLE | 120,562 | 0 | 0 | ||
| INC RESH HLDGS INC | CL A | 45329R109 | 1,833 | 42,043 | SH | SOLE | 42,043 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 5,875 | 59,880 | SH | SOLE | 59,880 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037109 | 13,978 | 2,124,301 | SH | SOLE | 2,124,301 | 0 | 0 | ||
| OCEAN RIG UDW INC | COM CL A | G66964118 | 1,070 | 39,928 | SH | SOLE | 39,928 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 10,086 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 5,843 | 63,875 | SH | SOLE | 63,875 | 0 | 0 | ||