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
ADVANCE AUTO PARTS INC COM 00751Y106 12,637 74,722 SH   SOLE   74,722 0 0
ALLERGAN PLC SHS G0177J108 13,377 63,699 SH   SOLE   63,699 0 0
ALPHABET INC CAP STK CL C 02079K107 1,377 1,784 SH   SOLE   1,784 0 0
BROOKDALE SR LIVING INC COM 112463104 2,398 193,052 SH   SOLE   193,052 0 0
CF CORP UNIT 99/99/9999E G20307123 9,289 887,236 SH   SOLE   887,236 0 0
CLUBCORP HLDGS INC COM 18948M108 10,128 705,795 SH   SOLE   705,795 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,091 19,475 SH   SOLE   19,475 0 0
COMPUTER SCIENCES CORP COM 205363104 4,963 83,518 SH   SOLE   83,518 0 0
CONDUENT INC COM 206787103 2,763 185,406 SH   SOLE   185,406 0 0
CONSTELLIUM NV CL A N22035104 3,343 566,661 SH   SOLE   566,661 0 0
CVS HEALTH CORP COM 126650100 2,088 26,457 SH   SOLE   26,457 0 0
ENVISION HEALTHCARE CORP COM 29414D100 13,726 216,867 SH   SOLE   216,867 0 0
FOSSIL GROUP INC COM 34988V106 6,493 251,085 SH   SOLE   251,085 0 0
GAMESTOP CORP NEW CL A 36467W109 5,573 220,634 SH   SOLE   220,634 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 11,656 503,715 SH   SOLE   503,715 0 0
HILTON GRAND VACATIONS INC COM 43283X105 319 12,270 SH   SOLE   12,270 0 0
HORIZON PHARMA PLC SHS G4617B105 566 35,000 SH   SOLE   35,000 0 0
IMMERSION CORP COM 452521107 810 76,170 SH   SOLE   76,170 0 0
IMPERVA INC COM 45321L100 14,646 381,412 SH   SOLE   381,412 0 0
INVENSENSE INC COM 46123D205 3,189 249,344 SH   SOLE   249,344 0 0
JOHNSON CTLS INTL PLC SHS G51502105 6,493 157,645 SH   SOLE   157,645 0 0
JUNO THERAPEUTICS INC COM 48205A109 2,190 116,200 SH   SOLE   116,200 0 0
KOHLS CORP COM 500255104 2,651 53,677 SH   SOLE   53,677 0 0
MACYS INC COM 55616P104 7,843 219,010 SH   SOLE   219,010 0 0
MARATHON PETE CORP COM 56585A102 1,732 34,400 SH   SOLE   34,400 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,558 472,825 SH   SOLE   472,825 0 0
MICHAELS COS INC COM 59408Q106 985 48,180 SH   SOLE   48,180 0 0
MYRIAD GENETICS INC COM 62855J104 689 41,334 SH   SOLE   41,334 0 0
NCR CORP NEW COM 62886E108 9,028 222,590 SH   SOLE   222,590 0 0
PANDORA MEDIA INC COM 698354107 1,477 113,300 SH   SOLE   113,300 0 0
PAPA MURPHYS HLDGS INC COM 698814100 312 73,832 SH   SOLE   73,832 0 0
PENN NATL GAMING INC COM 707569109 657 47,637 SH   SOLE   47,637 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 676 46,635 SH   SOLE   46,635 0 0
SHORETEL INC COM 825211105 3,239 452,971 SH   SOLE   452,971 0 0
SONIC CORP COM 835451105 7,384 278,543 SH   SOLE   278,543 0 0
SUPERVALU INC COM 868536103 18,599 3,982,631 SH   SOLE   3,982,631 0 0
SYNTEL INC COM 87162H103 1,039 52,502 SH   SOLE   52,502 0 0
THERAPEUTICSMD INC COM 88338N107 270 46,762 SH   SOLE   46,762 0 0
TIVO CORP COM 88870P106 4,336 207,437 SH   SOLE   207,437 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 303 21,500 SH   SOLE   21,500 0 0
TRIPADVISOR INC COM 896945201 677 14,600 SH   SOLE   14,600 0 0
US FOODS HLDG CORP COM 912008109 5,203 189,340 SH   SOLE   189,340 0 0
VERINT SYS INC COM 92343X100 2,421 68,672 SH   SOLE   68,672 0 0
VIACOM INC NEW CL B 92553P201 12,574 358,241 SH   SOLE   358,241 0 0
ZYNGA INC CL A 98986T108 2,594 1,009,290 SH   SOLE   1,009,290 0 0