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
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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
Ashland Global Holdings Inc. COMMON 044186104 6,751 80,500 SH   SOLE   80,500 0 0
Avon Products Inc. COMMON 054303102 9,507 4,321,475 SH   SOLE   4,321,475 0 0
Barington/Hilco Acquisition Corp. UNIT 06759V200 1,286 122,500 SH   SOLE   122,500 0 0
Bloomin' Brands Inc. COMMON 094235108 8,604 434,759 SH   SOLE   434,759 0 0
Bloomin' Brands Inc. COMMON 094235108 333 100,000 SH Call SOLE   0 0 0
Costar Technologies, Inc. COMMON 22161J206 2,468 224,326 SH   SOLE   224,326 0 0
Ebix Inc. COMMON 278715206 13,128 165,860 SH   SOLE   165,860 0 0
The Eastern Company COMMON 276317104 16,350 575,703 SH   SOLE   575,703 0 0
Esterline Technologies Corporation COMMON 297425100 6,976 76,700 SH   SOLE   76,700 0 0
L Brands, Inc. COMMON 501797104 9,090 300,000 SH   SOLE   300,000 0 0
Macy's, Inc. COMMON 55616P104 1,893 54,497 SH   SOLE   54,497 0 0
The Madison Square Garden Company COMMON 55825T103 3,153 10,000 SH   SOLE   10,000 0 0
Newell Brands Inc. COMMON 651229106 702 34,583 SH   SOLE   34,583 0 0
OMNOVA Solutions Inc. COMMON 682129101 9,950 1,010,138 SH   SOLE   1,010,138 0 0
Rayonier Advanced Materials, Inc. COMMON 75508B104 461 25,000 SH   SOLE   25,000 0 0
Trimas Corp. COMMON 896215209 11,160 367,091 SH   SOLE   367,091 0 0