ASSURANT INC COM 04621X108 4472 50000 SH SOLE 50000 0 0 BIO RAD LABS INC CL A 090572207 5136 22118 SH SOLE 22118 0 0 CONAGRA BRANDS INC COM 205887102 6408 300000 SH SOLE 300000 0 0 COTT CORP QUE COM 22163N106 8246 591500 SH SOLE 591500 0 0 DXC TECHNOLOGY CO COM 23355L106 5918 111306 SH SOLE 111306 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 3799 100000 SH SOLE 100000 0 0 JOHNSON & JOHNSON COM 478160104 4259 33000 SH SOLE 33000 0 0 L3 TECHNOLOGIES INC COM 502413107 6078 35000 SH SOLE 35000 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 8229 330606 SH SOLE 330606 0 0 LOGMEIN INC COM 54142L109 4486 55000 SH SOLE 55000 0 0 PG&E CORP COM 69331C108 3802 160100 SH SOLE 160100 0 0 RED HAT INC COM 756577102 8782 50000 SH SOLE 50000 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 4418 215000 SH SOLE 215000 0 0 SEALED AIR CORP NEW COM 81211K100 8716 250179 SH SOLE 250179 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 10346 215000 SH SOLE 215000 0 0