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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 62,022 | 1,867,016 | SH | SOLE | 1,867,016 | 0 | 0 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 139,198 | 6,550,490 | SH | SOLE | 6,550,490 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 42,168 | 551,000 | SH | SOLE | 551,000 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 12,275 | 209,658 | SH | SOLE | 209,658 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 46,567 | 718,183 | SH | SOLE | 718,183 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 160,524 | 1,503,600 | SH | SOLE | 1,503,600 | 0 | 0 | ||
| ITT INC | COM | 45073V108 | 103,512 | 1,400,508 | SH | SOLE | 1,400,508 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 239,888 | 815,417 | SH | SOLE | 815,417 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 94,351 | 3,046,515 | SH | SOLE | 3,046,515 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 154,739 | 4,651,016 | SH | SOLE | 4,651,016 | 0 | 0 | ||
| OPEN TEXT CORP | COM | 683715106 | 166,415 | 3,776,161 | SH | SOLE | 3,776,161 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 236,889 | 3,988,695 | SH | SOLE | 3,988,695 | 0 | 0 | ||