The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 |
ANSYS INC | COM | 03662Q105 | 32,485 | 302,000 | SH | SOLE | 0 | 0 | 302,000 | ||
EBAY INC | COM | 278642103 | 19,976 | 591,200 | SH | SOLE | 0 | 0 | 591,200 | ||
GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 10,680 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 16,982 | 588,700 | SH | SOLE | 0 | 0 | 588,700 | ||
LAMB WESTON HLDGS | COM | 513272104 | 33,317 | 787,000 | SH | SOLE | 0 | 0 | 976,000 | ||
VALVOLINE INC | COM | 92047W101 | 16,160 | 654,000 | SH | SOLE | 0 | 0 | 654,000 | ||
VAREX IMAGING CORP | COM | 92214X106 | 26,526 | 784,340 | SH | SOLE | 0 | 0 | 784,340 | ||
ZOETIS INC | CL A | 98978V103 | 19,285 | 359,000 | SH | SOLE | 0 | 0 | 359,000 |