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 |
|
||||||||||||||||
| 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 |
| ARAMARK | COM | 03852U106 | 3,051 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ASSURANT INC | COM | 04621X108 | 9,940 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 8,514 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 17,884 | 180,100 | SH | SOLE | 180,100 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 | 3,063 | 1,215,336 | SH | SOLE | 1,215,336 | 0 | 0 | ||
| COVETRUS INC | COM | 22304C100 | 737 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 8,416 | 127,400 | SH | SOLE | 127,400 | 0 | 0 | ||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 5,640 | 212,100 | SH | SOLE | 212,100 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 2,151 | 53,940 | SH | SOLE | 53,940 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 5,628 | 40,012 | SH | SOLE | 40,012 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 5,049 | 113,693 | SH | SOLE | 113,693 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 10,007 | 96,600 | SH | SOLE | 96,600 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 13,351 | 274,874 | SH | SOLE | 274,874 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 10,701 | 385,606 | SH | SOLE | 385,606 | 0 | 0 | ||
| MAYVILLE ENGINEERING CO INC | COM | 578605107 | 2,894 | 219,411 | SH | SOLE | 219,411 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 8,271 | 186,000 | SH | SOLE | 186,000 | 0 | 0 | ||
| PIVOTAL SOFTWARE INC | COM CL A | 72582H107 | 8,952 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 11,156 | 105,400 | SH | SOLE | 105,400 | 0 | 0 | ||
| PRESTIGE CONSMR HEALTHCARE I | COM | 74112D101 | 1,110 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| SAFEHOLD INC | COM | 78645L100 | 4,575 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SUNTRUST BKS INC | COM | 867914103 | 13,588 | 197,500 | SH | SOLE | 197,500 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 1,662 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| UNIFIRST CORP MASS | COM | 904708104 | 6,673 | 34,200 | SH | SOLE | 34,200 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 15,017 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||