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
ADIENT PLC ORD SHS G0084W101 158,980 6,550,490 SH   SOLE   6,550,490 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 27,101 669,656 SH   SOLE   669,656 0 0
GENESEE & WYO INC CL A 371559105 200,782 2,007,816 SH   SOLE   2,007,816 0 0
INVESTORS BANCORP INC NEW COM 46146L101 304,603 27,318,628 SH   SOLE   27,318,628 0 0
ITT INC COM 45073V108 15,277 233,308 SH   SOLE   233,308 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 188,904 674,800 SH   SOLE   674,800 0 0
MEDPACE HLDGS INC COM 58506Q109 47,462 725,500 SH   SOLE   725,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101 124,766 4,367,016 SH   SOLE   4,367,016 0 0
ON SEMICONDUCTOR CORP COM 682189105 87,453 4,327,218 SH   SOLE   4,327,218 0 0
OPEN TEXT CORP COM 683715106 262,655 6,375,120 SH   SOLE   6,375,120 0 0
PENN NATL GAMING INC COM 707569109 57,955 3,009,075 SH   SOLE   3,009,075 0 0
WESCO INTL INC COM 95082P105 202,119 3,990,495 SH   SOLE   3,990,495 0 0
ZYNGA INC CL A 98986T108 27,404 4,470,500 SH   SOLE   4,470,500 0 0