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
OMB APPROVAL
OMB Number: 3235-0006
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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
BROOKDALE SR LIVING INC COM 112463104 9,275 875,000 SH Call SOLE 875,000 0 0
BROOKDALE SR LIVING INC COM 112463104 25,175 2,375,000 SH   SOLE 2,375,000 0 0
CARS COM INC COM 14575E105 7,983 300,000 SH   SOLE 300,000 0 0
CONSTELLIUM NV CL A N22035104 22,438 2,189,089 SH   SOLE 2,189,089 0 0
CROCS INC COM 227046109 6,790 700,000 SH   SOLE 700,000 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 15,044 1,258,918 SH   SOLE 1,258,918 0 0
IMPERVA INC COM 45321L100 25,719 592,601 SH   SOLE 592,601 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 14,031 1,236,229 SH   SOLE 1,236,229 0 0
NEW YORK & CO INC COM 649295102 3,429 1,648,500 SH   SOLE 1,648,500 0 0
NEW YORK REIT INC COM 64976L109 20,606 2,625,000 SH   SOLE 2,625,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 12,236 3,800,000 SH   SOLE 3,800,000 0 0
RED ROCK RESORTS INC CL A 75700L108 12,159 525,000 SH   SOLE 525,000 0 0
REGIS CORP MINN COM 758932107 16,722 1,171,815 SH   SOLE 1,171,815 0 0
TRIBUNE MEDIA CO CL A 896047503 11,849 290,000 SH Put SOLE 290,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 9,254 60,000 SH   SOLE 60,000 0 0