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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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
ADIENT PLC ORD SHS G0084W101 99,705 1,525,000 SH   SOLE   1,525,000 0 0
ADTALEM GLOBAL ED INC COM 00737L103 53,130 1,400,000 SH   SOLE   1,400,000 0 0
ALTABA INC COM 021346101 65,376 1,200,000 SH   SOLE   1,200,000 0 0
AMERCO COM 023586100 57,471 157,000 SH   SOLE   157,000 0 0
EMERALD EXPOSITIONS EVENTS I COM 29103B100 9,855 450,000 SH   SOLE   450,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 84,595 3,500,000 SH   SOLE   3,500,000 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 17,663 1,436,000 SH   SOLE   1,436,000 0 0
HRG GROUP INC COM 40434J100 59,329 3,350,000 SH   SOLE   3,350,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 11,974 550,000 SH   SOLE   550,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 23,658 1,105,000 SH   SOLE   0 0 1,105,000
NI HLDGS INC COM 65342T106 10,192 570,000 SH   SOLE   570,000 0 0
QUALITY CARE PPTYS INC COM 747545101 16,479 900,000 SH   SOLE   900,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 45,558 786,300 SH   SOLE   786,300 0 0
THERAPEUTICSMD INC COM 88338N107 9,486 1,800,000 SH   SOLE   1,800,000 0 0
TIME WARNER INC COM NEW 887317303 27,613 275,000 SH   SOLE   275,000 0 0