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 |
| ALLERGAN PLC | SHS | G0177J108 | 6,697 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ASSURANT INC | COM | 04621X108 | 8,404 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 5,490 | 17,564 | SH | SOLE | 17,564 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 8,320 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CONAGRA BRANDS INC | COM | 205887102 | 5,304 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 2,809 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| DIEBOLD NXDF INC | COM | 253651103 | 2,890 | 315,508 | SH | SOLE | 315,508 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 11,326 | 335,100 | SH | SOLE | 335,100 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 10,145 | 75,012 | SH | SOLE | 75,012 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 4,582 | 113,693 | SH | SOLE | 113,693 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 14,618 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 14,889 | 341,874 | SH | SOLE | 341,874 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 10,785 | 385,606 | SH | SOLE | 385,606 | 0 | 0 | ||
| MAYVILLE ENGINEERING CO INC | COM | 578605107 | 6,075 | 440,200 | SH | SOLE | 440,200 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 11,263 | 224,000 | SH | SOLE | 224,000 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 11,266 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 10,105 | 236,200 | SH | SOLE | 236,200 | 0 | 0 | ||
| SUNTRUST BKS INC | COM | 867914103 | 8,485 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 5,028 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| UNIFIRST CORP MASS | COM | 904708104 | 6,449 | 34,200 | SH | SOLE | 34,200 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 14,951 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||