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 |
| CONAGRA BRANDS INC | COM | 205887102 | 408,276 | 10,858,403 | SH | SOLE | 10,858,403 | 0 | 0 | ||
| CYRUSONE INC | COM | 23283R100 | 37,338 | 551,365 | SH | SOLE | 551,365 | 0 | 0 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 139,497 | 1,703,260 | SH | SOLE | 1,703,260 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 290,629 | 1,139,588 | SH | SOLE | 1,139,588 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 226,597 | 7,800,242 | SH | SOLE | 7,800,242 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 95,257 | 240,347 | SH | SOLE | 240,347 | 0 | 0 | ||
| TREEHOUSE FOODS INC | COM | 89469A104 | 216,948 | 4,152,910 | SH | SOLE | 4,152,910 | 0 | 0 | ||
| VONAGE HLDGS CORP | COM | 92886T201 | 68,597 | 5,803,478 | SH | SOLE | 5,803,478 | 0 | 0 | ||