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
AVAYA HLDGS CORP COM 05351X101 17,275 780,253 SH   SOLE   780,253 0 0
COTT CORP QUE COM 22163N106 10,531 652,079 SH   SOLE   652,079 0 0
LOWES COS INC COM 548661107 9,760 85,000 SH   SOLE   85,000 0 0
VIAVI SOLUTIONS INC COM 925550105 8,967 790,784 SH   SOLE   790,784 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 8,835 122,721 SH   SOLE   122,721 0 0
ATHENE HLDG LTD CL A G0684D107 7,482 144,826 SH   SOLE   144,826 0 0
KEURIG DR PEPPER INC COM 49271V100 6,943 299,664 SH   SOLE   299,664 0 0
ARCO PLATFORM LTD COM CL A G04553106 6,863 301,000 SH   SOLE   301,000 0 0
RINGCENTRAL INC CL A 76680R206 6,032 64,825 SH   SOLE   64,825 0 0
SIMPLY GOOD FOODS CO COM 82900L102 5,956 306,229 SH   SOLE   306,229 0 0
IQVIA HLDGS INC COM 46266C105 5,951 45,867 SH   SOLE   45,867 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,894 200,000 SH   SOLE   200,000 0 0
NUTANIX INC CL A 67059N108 4,272 100,000 SH   SOLE   100,000 0 0
RH COM 74967X103 3,367 25,700 SH   SOLE   25,700 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,468 138,783 SH   SOLE   138,783 0 0
CERIDIAN HCM HLDG INC COM 15677J108 2,128 50,641 SH   SOLE   50,641 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,745 50,000 SH   SOLE   50,000 0 0
KLX ENERGY SERVICS HOLDINGS I COM 48253L106 573 17,890 SH   SOLE   17,890 0 0