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
ALTICE USA INC CL A 02156K103 25,501 1,379,900 SH   DFND 1 1,379,900 0 0
ALTICE USA INC CL A 02156K103 1,549 83,840 SH   SOLE   83,840 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 21,978 1,111,680 SH   DFND 1 1,111,680 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 1,290 65,270 SH   SOLE   65,270 0 0
FLEX LTD ORD Y2573F102 19,542 1,196,690 SH   DFND 1 1,196,690 0 0
FLEX LTD ORD Y2573F102 1,129 69,145 SH   SOLE   69,145 0 0
FULLER H B CO COM 359694106 29,860 600,435 SH   DFND 1 600,435 0 0
FULLER H B CO COM 359694106 1,708 34,345 SH   SOLE   34,345 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 19,227 618,230 SH   DFND 1 618,230 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 1,267 40,735 SH   SOLE   40,735 0 0
JABIL INC COM 466313103 35,341 1,230,120 SH   DFND 1 1,230,120 0 0
JABIL INC COM 466313103 2,054 71,490 SH   SOLE   71,490 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 21,015 3,772,931 SH   DFND 1 3,772,931 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1,265 227,069 SH   SOLE   227,069 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,900 68,857 SH   DFND 1 68,857 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 7,732 188,127 SH   DFND 1 188,127 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 703 17,115 SH   SOLE   17,115 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 19,736 483,136 SH   DFND 1 483,136 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 947 23,175 SH   SOLE   23,175 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 37,878 569,588 SH   DFND 1 569,588 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 2,286 34,375 SH   SOLE   34,375 0 0
ON SEMICONDUCTOR CORP COM 682189105 33,086 1,352,660 SH   DFND 1 1,352,660 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,923 78,615 SH   SOLE   78,615 0 0