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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
AXALTA COATING SYS LTD COM G0750C108 48,193 1,585,296 SH   SOLE   1,585,296 0 0
BLOOMIN BRANDS INC COM 094235108 141,343 6,404,324 SH   SOLE   6,404,324 0 0
CALLAWAY GOLF CO COM 131193104 166,546 7,855,944 SH   SOLE   7,855,944 0 0
CONAGRA BRANDS INC COM 205887102 512,289 14,961,717 SH   SOLE   14,961,717 0 0
HD SUPPLY HLDGS INC COM 40416M105 80,531 2,002,273 SH   SOLE   2,002,273 0 0
JACK IN THE BOX INC COM 466367109 52,505 672,883 SH   SOLE   672,883 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 117,397 364,747 SH   SOLE   364,747 0 0
TIFFANY & CO NEW COM 886547108 9,837 73,600 SH Call SOLE   0 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 19,765 648,445 SH   SOLE   648,445 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 52,388 350,000 SH   SOLE   350,000 0 0