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
ARDAGH GROUP S A CL A L0223L101 6,698 305,000 SH   SOLE   305,000 0 0
ATHENE HLDG LTD CL A G0684D107 8,968 179,392 SH   SOLE   179,392 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 13,962 42,656 SH   SOLE   42,656 0 0
CIT GROUP INC COM 125581801 10,787 251,260 SH   SOLE   251,260 0 0
CONAGRA BRANDS INC COM 205887102 6,616 163,996 SH   SOLE   163,996 0 0
FLEXION THERAPEUTICS INC COM 33938J106 1,060 39,400 SH   SOLE   39,400 0 0
FORTIVE CORP COM 34959J108 6,458 107,245 SH   SOLE   107,245 0 0
FREDS INC CL A 356108100 1,919 146,522 SH   SOLE   146,522 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,648 11,525 SH   SOLE   11,525 0 0
HILLTOP HOLDINGS INC COM 432748101 4,543 165,369 SH   SOLE   165,369 0 0
IMPAX LABORATORIES INC COM 45256B101 4,483 354,400 SH   SOLE   354,400 0 0
INCYTE CORP COM 45337C102 4,211 31,500 SH   SOLE   31,500 0 0
JDS UNIPHASE CORP DBCV 46612JAF8 3,418 3,050,000 PRN   SOLE   3,050,000 0 0
JELD-WEN HLDG INC COM 47580P103 8,266 251,638 SH   SOLE   251,638 0 0
LAMB WESTON HLDGS INC COM 513272104 6,413 152,469 SH   SOLE   152,469 0 0
LOGMEIN INC COM 54142L109 9,561 98,062 SH   SOLE   98,062 0 0
MONEYGRAM INTL INC COM 60935Y208 1,884 112,101 SH   SOLE   112,101 0 0
MORGAN STANLEY COM 617446448 6,426 150,000 SH   SOLE   150,000 0 0
PANDORA MEDIA INC COM 698354107 8,824 747,211 SH   SOLE   747,211 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 3,492 146,739 SH   SOLE   146,739 0 0
POST HLDGS INC COM 737446104 16,661 190,369 SH   SOLE   190,369 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,554 50,000 SH   SOLE   50,000 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,554 50,000 SH Put SOLE   50,000 0 0
SLM CORP COM 78442P106 10,096 834,430 SH   SOLE   834,430 0 0
SYMANTEC CORP COM 871503108 21,392 697,255 SH   SOLE   697,255 0 0
T MOBILE US INC COM 872590104 13,647 211,286 SH   SOLE   211,286 0 0
VIAVI SOLUTIONS INC COM 925550105 19,330 1,803,146 SH   SOLE   1,803,146 0 0