ANIXTER INTL INC COM 035290105 5270 57225 SH SOLE 57225 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 9949 130000 SH SOLE 130000 0 0 ASSURANT INC COM 04621X108 9425 71900 SH SOLE 71900 0 0 BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 608 202100 SH SOLE 202100 0 0 CANNAE HLDGS INC COM 13765N107 1860 50000 SH SOLE 50000 0 0 CROWN HOLDINGS INC COM 228368106 9024 124400 SH SOLE 124400 0 0 ELDORADO RESORTS INC COM 28470R102 4824 80890 SH SOLE 80890 0 0 ENERSYS COM 29275Y102 13769 184000 SH SOLE 184000 0 0 FLUOR CORP NEW COM 343412102 6419 340000 SH SOLE 340000 0 0 FRONTDOOR INC COM 35905A109 6402 135000 SH SOLE 135000 0 0 GENWORTH FINL INC COM CL A 37247D106 1821 413785 SH SOLE 413785 0 0 IBERIABANK CORP COM 450828108 10713 143161 SH SOLE 143161 0 0 INTERXION HOLDING N.V SHS N47279109 15713 187486 SH SOLE 187486 0 0 KAR AUCTION SVCS INC COM 48238T109 5992 275000 SH SOLE 275000 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 12720 430606 SH SOLE 430606 0 0 POST HLDGS INC COM 737446104 6644 60900 SH SOLE 60900 0 0 SAFEHOLD INC COM 78645L100 10075 250000 SH SOLE 250000 0 0 TECH DATA CORP COM 878237106 12637 88000 SH SOLE 88000 0 0 TIFFANY & CO NEW COM 886547108 16507 123508 SH SOLE 123508 0 0 UNITED TECHNOLOGIES CORP COM 913017109 18435 123100 SH SOLE 123100 0 0 VIEWRAY INC COM 92672L107 4795 1136360 SH SOLE 1136360 0 0