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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 292,900 8,051,132 SH   SOLE   8,051,132 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 26,045 504,938 SH   SOLE   504,938 0 0
CYRUSONE INC COM 23283R100 123,499 1,726,782 SH   SOLE   1,726,782 0 0
ENCOMPASS HEALTH CORP COM 29261A100 158,330 2,029,092 SH   SOLE   2,029,092 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 159,623 578,659 SH   SOLE   578,659 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 139,819 326,634 SH   SOLE   326,634 0 0
TREEHOUSE FOODS INC COM 89469A104 169,971 3,817,868 SH   SOLE   3,817,868 0 0
VONAGE HLDGS CORP COM 92886T201 141,736 9,835,964 SH   SOLE   9,835,964 0 0