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 |
| ASSURANT INC | COM | 04621X108 | 8,741 | 92,100 | SH | SOLE | 92,100 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 3,643 | 11,918 | SH | SOLE | 11,918 | 0 | 0 | ||
| CONAGRA BRANDS INC | COM | 205887102 | 4,134 | 149,036 | SH | SOLE | 149,036 | 0 | 0 | ||
| DIEBOLD NXDF INC | COM | 253651103 | 3,493 | 315,508 | SH | SOLE | 315,508 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 9,878 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 4,155 | 113,693 | SH | SOLE | 113,693 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 14,186 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 6,189 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 7,447 | 202,864 | SH | SOLE | 202,864 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 11,767 | 341,874 | SH | SOLE | 341,874 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 5,312 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 5,659 | 110,300 | SH | SOLE | 110,300 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 10,708 | 385,606 | SH | SOLE | 385,606 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 5,102 | 63,700 | SH | SOLE | 63,700 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 5,812 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 3,375 | 189,600 | SH | SOLE | 189,600 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 10,962 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 11,367 | 246,779 | SH | SOLE | 246,779 | 0 | 0 | ||
| WAGEWORKS INC | COM | 930427109 | 2,454 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 13,847 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||