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 |
| ACI WORLDWIDE INC | COM | 004498101 | 23,621 | 620,786 | SH | SOLE | 620,786 | 0 | 0 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 27,808 | 629,130 | SH | SOLE | 629,130 | 0 | 0 | ||
| BLOOMIN BRANDS INC | COM | 094235108 | 22,868 | 845,400 | SH | SOLE | 845,400 | 0 | 0 | ||
| DINE BRANDS GLOBAL INC | COM | 254423106 | 15,809 | 175,600 | SH | SOLE | 175,600 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 29,947 | 173,989 | SH | SOLE | 173,989 | 0 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 93,676 | 670,986 | SH | SOLE | 670,986 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 7,534 | 130,783 | SH | SOLE | 130,783 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 16,533 | 433,700 | SH | SOLE | 433,700 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 24,762 | 892,331 | SH | SOLE | 892,331 | 0 | 0 | ||