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 | 42,968 | 1,905,471 | SH | SOLE | 1,905,471 | 0 | 0 | ||
| BLOOMIN BRANDS INC | COM | 094235108 | 78,383 | 7,353,036 | SH | SOLE | 7,353,036 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 99,120 | 5,660,780 | SH | SOLE | 5,660,780 | 0 | 0 | ||
| CONAGRA BRANDS INC | COM | 205887102 | 381,890 | 10,858,403 | SH | SOLE | 10,858,403 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 47,136 | 1,360,359 | SH | SOLE | 1,360,359 | 0 | 0 | ||
| HILLENBRAND INC | COM | 431571108 | 89,769 | 3,316,175 | SH | SOLE | 3,316,175 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 217,532 | 9,364,257 | SH | SOLE | 9,364,257 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 104,148 | 337,747 | SH | SOLE | 337,747 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 4,487 | 36,800 | SH | Call | SOLE | 0 | 0 | 0 | |