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

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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
AERCAP HOLDINGS NV SHS N00985106 16,432 300,121 SH   SOLE   300,121 0 0
ALTICE USA INC CL A 02156K103 25,799 899,545 SH   SOLE   899,545 0 0
AUTOLIV INC COM 052800109 77,003 976,203 SH   SOLE   976,203 0 0
AVAYA HLDGS CORP COM 05351X101 37,063 3,622,930 SH   SOLE   3,622,930 0 0
BORR DRILLING LTD SHS G1466R207 81,160 1,723,151 SH   SOLE   1,723,151 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,368 34,864 SH   SOLE   34,864 0 0
CHILDRENS PL INC COM 168905107 8,713 113,165 SH   SOLE   113,165 0 0
COMCAST CORP NEW CL A 20030N101 19,411 430,584 SH   SOLE   430,584 0 0
CONSOL ENERGY INC NEW COM 20854L108 25,275 1,617,099 SH   SOLE   1,617,099 0 0
DILLARDS INC CL A 254067101 8,090 122,376 SH   SOLE   122,376 0 0
GRAFTECH INTL LTD COM 384313508 11,947 933,332 SH   SOLE   933,332 0 0
STARS GROUP INC COM 85570W100 13,454 898,143 SH   SOLE   898,143 0 0