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 5,298 314,810 SH   SOLE   314,810 0 0
BRUNSWICK CORP COM 117043109 1,847 36,698 SH   SOLE   36,698 0 0
CAESARS ENTMT CORP COM 127686103 5,672 652,648 SH   SOLE   652,648 0 0
CARBON BLACK INC COM 14081R103 7,184 514,999 SH   SOLE   514,999 0 0
COHERUS BIOSCIENCES INC COM 19249H103 337 24,723 SH   SOLE   24,723 0 0
CONDUENT INC COM 206787103 8,876 641,805 SH   SOLE   641,805 0 0
DXC TECHNOLOGY CO COM 23355L106 4,545 70,681 SH   SOLE   70,681 0 0
DYCOM INDS INC COM 267475101 2,025 44,070 SH   SOLE   44,070 0 0
FGL HLDGS *W EXP 11/30/202 G3402M110 95 68,762 SH   SOLE   68,762 0 0
FGL HLDGS ORD SHS G3402M102 6,517 828,030 SH   SOLE   828,030 0 0
FLEX LTD ORD Y2573F102 2,465 246,512 SH   SOLE   246,512 0 0
FLEXION THERAPEUTICS INC COM 33938J106 6,948 556,710 SH   SOLE   556,710 0 0
G-III APPAREL GROUP LTD COM 36237H101 2,854 71,421 SH   SOLE   71,421 0 0
GCI LIBERTY INC COM CLASS A 36164V305 557 10,016 SH   SOLE   10,016 0 0
GMS INC COM 36251C103 5,436 359,516 SH   SOLE   359,516 0 0
HERON THERAPEUTICS INC COM 427746102 961 39,336 SH   SOLE   39,336 0 0
HILTON GRAND VACATIONS INC COM 43283X105 8,271 268,095 SH   SOLE   268,095 0 0
INTELSAT S A COM L5140P101 536 34,210 SH   SOLE   34,210 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 6,785 522,326 SH   SOLE   522,326 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 1,495 201,971 SH   SOLE   201,971 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 3,383 36,184 SH   SOLE   36,184 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 806 358,082 SH   SOLE   358,082 0 0
MICRON TECHNOLOGY INC COM 595112103 1,009 24,405 SH   SOLE   24,405 0 0
MICROSTRATEGY INC CL A NEW 594972408 10,312 71,486 SH   SOLE   71,486 0 0
MR COOPER GROUP INC COM 62482R107 6,734 702,151 SH   SOLE   702,151 0 0
NCR CORP NEW COM 62886E108 13,554 496,665 SH   SOLE   496,665 0 0
PARTY CITY HOLDCO INC COM 702149105 2,919 367,652 SH   SOLE   367,652 0 0
PERSPECTA INC COM 715347100 6,662 329,483 SH   SOLE   329,483 0 0
REALOGY HLDGS CORP COM 75605Y106 1,007 88,315 SH   SOLE   88,315 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 1,453 75,331 SH   SOLE   75,331 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 9,920 128,915 SH   SOLE   128,915 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 27,434 500,811 SH   SOLE   500,811 0 0
STARS GROUP INC COM 85570W100 3,135 179,065 SH   SOLE   179,065 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 2,301 179,080 SH   SOLE   179,080 0 0
TIVO CORP COM 88870P106 4,513 484,229 SH   SOLE   484,229 0 0
VICAL INC COM NEW 925602203 90 75,149 SH   SOLE   75,149 0 0
WILLSCOT CORP COM 971375126 9,257 834,723 SH   SOLE   834,723 0 0
XEROX CORP COM NEW 984121608 4,795 149,927 SH   SOLE   149,927 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,267 114,970 SH   SOLE   114,970 0 0