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 5,884 274,848 SH   SOLE   274,848 0 0
ALTICE USA INC CL A 02156K103 8,731 319,700 SH   SOLE   319,700 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,160 16,949 SH   SOLE   16,949 0 0
EXTREME NETWORKS INC COM 30226D106 14,826 1,246,967 SH   SOLE   1,246,967 0 0
FLEXION THERAPEUTICS INC COM 33938J106 776 32,077 SH   SOLE   32,077 0 0
HILLTOP HOLDINGS INC COM 432748101 4,085 157,101 SH   SOLE   157,101 0 0
INCYTE CORP COM 45337C102 3,327 28,500 SH   SOLE   28,500 0 0
JELD-WEN HLDG INC COM 47580P103 14,230 400,624 SH   SOLE   400,624 0 0
LIBERTY BROADBAND CORP COM C 530307305 9,668 101,452 SH   SOLE   101,452 0 0
LOGMEIN INC COM 54142L109 8,389 76,226 SH   SOLE   76,226 0 0
LIBERTY INTERACTIVE CORP COM A 53071M856 11,807 205,167 SH   SOLE   205,167 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 3,076 108,884 SH   SOLE   108,884 0 0
POST HLDGS INC COM 737446104 17,916 202,969 SH   SOLE   202,969 0 0
SIMPLY GOOD FOODS CO COM 82900L102 15,550 1,327,965 SH   SOLE   1,327,965 0 0
SYMANTEC CORP COM 871503108 19,363 590,143 SH   SOLE   590,143 0 0
T MOBILE US INC COM 872590104 8,131 131,865 SH   SOLE   131,865 0 0
VIAVI SOLUTIONS INC COM 925550105 13,956 1,475,242 SH   SOLE   1,475,242 0 0