The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AGNC INVT CORP COM 00123Q104 7,651 550,000 SH   SOLE   550,000 0 0
AMERICAN OUTDOOR BRANDS INC COM 02875D109 2,707 207,726 SH   SOLE   207,726 0 0
ASSURANT INC COM 04621X108 13,684 112,800 SH   SOLE   112,800 0 0
BMC STK HLDGS INC COM 05591B109 18,117 423,000 SH   SOLE   423,000 0 0
CANADIAN SOLAR INC COM 136635109 8,600 245,000 SH   SOLE   245,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 7,113 367,598 SH   SOLE   367,598 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 5,685 375,000 SH   SOLE   375,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 10,264 400,000 SH   SOLE   400,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 10,511 210,000 SH   SOLE   210,000 0 0
ENERSYS COM 29275Y102 13,021 194,000 SH   SOLE   194,000 0 0
KAR AUCTION SVCS INC COM 48238T109 9,216 640,000 SH   SOLE   640,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 7,160 340,806 SH   SOLE   340,806 0 0
MICHAELS COS INC COM 59408Q106 3,621 375,000 SH   SOLE   375,000 0 0
NOBLE ENERGY INC COM 655044105 10,260 1,200,000 SH   SOLE   1,200,000 0 0
ORASURE TECHNOLOGIES INC COM 68554V108 7,306 600,369 SH   SOLE   600,369 0 0
SEALED AIR CORP NEW COM 81211K100 8,732 225,000 SH   SOLE   225,000 0 0
TAUBMAN CTRS INC COM 876664103 2,996 90,000 SH   SOLE   90,000 0 0
WESTERN UN CO COM 959802109 9,429 440,000 SH   SOLE   440,000 0 0