The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| BROOKDALE SR LIVING INC | COM | 112463104 | 25,755 | 2,620,000 | SH | SOLE | 2,620,000 | 0 | 0 | ||
| CELESTICA INC | SUB VTG SHS | 15101Q108 | 10,099 | 932,500 | SH | SOLE | 932,500 | 0 | 0 | ||
| CONSTELLIUM NV | CL A | N22035104 | 11,762 | 952,400 | SH | SOLE | 952,400 | 0 | 0 | ||
| COOPER STD HLDGS INC | COM | 21676P103 | 6,359 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 5,680 | 122,500 | SH | SOLE | 122,500 | 0 | 0 | ||
| FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 12,461 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 10,086 | 723,000 | SH | SOLE | 723,000 | 0 | 0 | ||
| IMPERVA INC | COM | 45321L100 | 15,329 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| INVESTORS BANCORP INC NEW | COM | 46146L101 | 5,828 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| JELD-WEN HLDG INC | COM | 47580P103 | 12,083 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 10,609 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 6,068 | 133,660 | SH | SOLE | 133,660 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 15,981 | 1,614,200 | SH | SOLE | 1,614,200 | 0 | 0 | ||
| MOBILEIRON INC | COM NEW | 60739U204 | 6,189 | 1,167,700 | SH | SOLE | 1,167,700 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 9,142 | 330,500 | SH | SOLE | 330,500 | 0 | 0 | ||
| OCH ZIFF CAP MGMT GROUP | CL A | 67551U105 | 5,720 | 3,865,000 | SH | SOLE | 3,865,000 | 0 | 0 | ||
| RED ROCK RESORTS INC | CL A | 75700L108 | 7,062 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| REGIS CORP MINN | COM | 758932107 | 2,288 | 111,992 | SH | SOLE | 111,992 | 0 | 0 | ||
| SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 12,403 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 5,886 | 823,200 | SH | SOLE | 823,200 | 0 | 0 | ||
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 4,260 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||