The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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

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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
AVANGRID INC COM 05351W103 24,960 650,000 SH   SOLE   650,000 0 0
BALL CORP COM 058498106 54,548 750,000 SH   SOLE   750,000 0 0
CSW INDUSTRIALS INC COM 126402106 44,859 1,190,853 SH   SOLE   1,190,853 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 91,558 4,175,000 SH   SOLE   4,175,000 0 0
IMPERIAL OIL LTD COM NEW 453038408 7,480 230,000 SH   SOLE   230,000 0 0
INTERXION HOLDING N.V SHS N47279109 19,598 650,000 SH   SOLE   650,000 0 0
KLX INC COM 482539103 33,099 1,075,000 SH   SOLE   1,075,000 0 0
OCWEN FINL CORP COM NEW 675746309 20,213 2,900,000 SH   SOLE   2,900,000 0 0
PURE STORAGE INC CL A 74624M102 7,598 488,000 SH   SOLE   488,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 84,869 1,695,000 SH   SOLE   1,695,000 0 0
WRIGHT MED GROUP N V RIGHT 03/01/2019 N96617126 6,109 6,000,000 SH   SOLE   0 0 6,000,000