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 | 150,399 | 6,550,490 | SH | SOLE | 6,550,490 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 42,455 | 551,000 | SH | SOLE | 551,000 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 24,588 | 470,128 | SH | SOLE | 470,128 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 81,135 | 1,057,000 | SH | SOLE | 1,057,000 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 89,018 | 805,516 | SH | SOLE | 805,516 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 81,155 | 1,230,000 | SH | SOLE | 1,230,000 | 0 | 0 | ||
| INVESTORS BANCORP INC NEW | COM | 46146L101 | 310,340 | 27,318,628 | SH | SOLE | 27,318,628 | 0 | 0 | ||
| ITT INC | COM | 45073V108 | 85,697 | 1,400,508 | SH | SOLE | 1,400,508 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 209,951 | 796,717 | SH | SOLE | 796,717 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 40,117 | 1,335,000 | SH | SOLE | 1,335,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 141,400 | 5,101,016 | SH | SOLE | 5,101,016 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 83,126 | 4,327,218 | SH | SOLE | 4,327,218 | 0 | 0 | ||
| OPEN TEXT CORP | COM | 683715106 | 175,694 | 4,305,161 | SH | SOLE | 4,305,161 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 190,626 | 3,990,495 | SH | SOLE | 3,990,495 | 0 | 0 | ||