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
BROOKDALE SR LIVING INC COM 112463104 23,816 2,620,000 SH   SOLE 2,620,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108 11,306 952,500 SH   SOLE 952,500 0 0
CONSTELLIUM NV CL A N22035104 8,571 832,100 SH   SOLE 832,100 0 0
ECHOSTAR CORP CL A 278768106 6,660 150,000 SH   SOLE 150,000 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 10,218 780,000 SH   SOLE 780,000 0 0
IMPERVA INC COM 45321L100 13,124 272,000 SH   SOLE 272,000 0 0
INVESTORS BANCORP INC NEW COM 46146L101 6,075 475,000 SH   SOLE 475,000 0 0
JELD-WEN HLDG INC COM 47580P103 12,579 439,976 SH   SOLE 439,976 0 0
LKQ CORP COM 501889208 10,687 335,000 SH   SOLE 335,000 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 19,321 1,885,000 SH   SOLE 1,885,000 0 0
MOBILEIRON INC COM NEW 60739U204 5,196 1,167,700 SH   SOLE 1,167,700 0 0
NEW YORK REIT INC COM NEW 64976L208 5,290 290,000 SH   SOLE 290,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 1,693 54,737 SH   SOLE 54,737 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 7,459 3,865,000 SH   SOLE 3,865,000 0 0
RED ROCK RESORTS INC CL A 75700L108 8,878 265,000 SH   SOLE 265,000 0 0
REGIS CORP MINN COM 758932107 15,134 915,000 SH   SOLE 915,000 0 0
TILE SHOP HLDGS INC COM 88677Q109 6,900 896,098 SH   SOLE 896,098 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 5,131 230,000 SH   SOLE 230,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 7,580 50,000 SH   SOLE 50,000 0 0