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 |
| AXALTA COATING SYS LTD | COM | G0750C108 | 60,539 | 3,505,471 | SH | SOLE | 3,505,471 | 0 | 0 | ||
| BLOOMIN BRANDS INC | COM | 094235108 | 57,016 | 7,985,439 | SH | SOLE | 7,985,439 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 66,379 | 6,494,964 | SH | SOLE | 6,494,964 | 0 | 0 | ||
| CONAGRA BRANDS INC | COM | 205887102 | 344,242 | 11,732,852 | SH | SOLE | 11,732,852 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 51,728 | 1,819,488 | SH | SOLE | 1,819,488 | 0 | 0 | ||
| HILLENBRAND INC | COM | 431571108 | 69,962 | 3,661,000 | SH | SOLE | 3,661,000 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 28,293 | 807,213 | SH | SOLE | 807,213 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 39,159 | 846,872 | SH | SOLE | 846,872 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 62,310 | 241,747 | SH | SOLE | 241,747 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 4,766 | 36,800 | SH | Call | SOLE | 0 | 0 | 0 | |