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
AON PLC SHS CL A G0408V102 146,615 858,903 SH   SOLE   858,903 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 38,651 2,671,110 SH   SOLE   2,671,110 0 0
DOWDUPONT INC COM 26078J100 46,320 868,880 SH   SOLE   868,880 0 0
GODADDY INC CL A 380237107 79,025 1,051,000 SH   SOLE   1,051,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 48,552 2,100,000 SH   SOLE   2,100,000 0 0
NRG ENERGY INC COM NEW 629377508 66,993 1,577,050 SH   SOLE   1,577,050 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 79,615 453,261 SH   SOLE   453,261 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 43,941 879,000 SH   SOLE   879,000 0 0