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
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
AMN HEALTHCARE SERVICES INC COM 001744101 24,674 539,909 SH   DFND 1 539,909 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,407 30,795 SH   SOLE   30,795 0 0
CBS CORP NEW CL B 124857202 22,886 394,590 SH   DFND 1 394,590 0 0
CBS CORP NEW CL B 124857202 1,384 23,855 SH   SOLE   23,855 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 26,439 1,321,947 SH   DFND 1 1,321,947 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 1,339 66,974 SH   SOLE   66,974 0 0
FLEX LTD ORD Y2573F102 23,664 1,428,115 SH   DFND 1 1,428,115 0 0
FLEX LTD ORD Y2573F102 1,146 69,145 SH   SOLE   69,145 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 21,193 587,890 SH   DFND 1 587,890 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 1,351 37,475 SH   SOLE   37,475 0 0
LEAR CORP COM NEW 521865204 10,204 58,955 SH   DFND 1 58,955 0 0
LEAR CORP COM NEW 521865204 670 3,870 SH   SOLE   3,870 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 12,309 130,700 SH   DFND 1 130,700 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 898 9,535 SH   SOLE   9,535 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 6,516 68,370 SH   DFND 1 68,370 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 7,883 188,127 SH   DFND 1 188,127 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 717 17,115 SH   SOLE   17,115 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 14,146 337,845 SH   DFND 1 337,845 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 649 15,500 SH   SOLE   15,500 0 0
MICROSEMI CORP COM 595137100 7,024 136,435 SH   DFND 1 136,435 0 0
MICROSEMI CORP COM 595137100 455 8,830 SH   SOLE   8,830 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 21,215 340,525 SH   DFND 1 340,525 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,287 20,660 SH   SOLE   20,660 0 0
ON SEMICONDUCTOR CORP COM 682189105 40,980 2,218,760 SH   DFND 1 2,218,760 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,569 139,100 SH   SOLE   139,100 0 0