The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 84,894 | 6,550,490 | SH | SOLE | 6,550,490 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 29,439 | 1,076,000 | SH | SOLE | 1,076,000 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 154,755 | 1,775,934 | SH | SOLE | 1,775,934 | 0 | 0 | ||
| INVESTORS BANCORP INC NEW | COM | 46146L101 | 330,717 | 27,908,628 | SH | SOLE | 27,908,628 | 0 | 0 | ||
| ITT INC | COM | 45073V108 | 13,108 | 226,000 | SH | SOLE | 226,000 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 130,089 | 1,604,847 | SH | SOLE | 1,604,847 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 131,352 | 448,100 | SH | SOLE | 448,100 | 0 | 0 | ||
| MEDNAX INC | COM | 58502B106 | 37,576 | 1,383,000 | SH | SOLE | 1,383,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 62,162 | 2,422,516 | SH | SOLE | 2,422,516 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 81,894 | 3,981,218 | SH | SOLE | 3,981,218 | 0 | 0 | ||
| OPEN TEXT CORP | COM | 683715106 | 345,306 | 8,985,331 | SH | SOLE | 8,985,331 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 60,482 | 3,009,075 | SH | SOLE | 3,009,075 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 211,536 | 3,990,495 | SH | SOLE | 3,990,495 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 34,488 | 6,470,500 | SH | SOLE | 6,470,500 | 0 | 0 | ||