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
3M Co COM 88579Y101 7,684 40,325 SH   SOLE   40,325 0 0
Abbvie Inc COM 00287Y109 19,171 207,950 SH   SOLE   207,950 0 0
Alphabet Inc CAP STK CL A 02079K305 15,273 14,616 SH   SOLE   14,616 0 0
Cannae Hldgs Inc COM 13765N107 97,689 5,706,134 SH   SOLE   5,706,134 0 0
Ceridian HCM Hldg Inc COM 15677J108 34,490 1,000,000 SH   SOLE   1,000,000 0 0
Cumulus Media Inc COM CLASS A 231082801 400 37,336 SH   SOLE   37,336 0 0
FGL Hldgs ORD SHS G3402M102 112,534 16,897,000 SH   SOLE   16,897,000 0 0
Fidelity Natl Information Sv COM 31620M106 46,664 455,041 SH   SOLE   455,041 0 0
Genuine Parts Co COM 372460105 18,815 195,950 SH   SOLE   195,950 0 0
Invitation Homes Inc COM 46187W107 40,160 2,000,000 SH   SOLE   2,000,000 0 0
Johnson & Johnson COM 478160104 7,547 58,480 SH   SOLE   58,480 0 0
Lockheed Martin Corp COM 539830109 8,357 31,915 SH   SOLE   31,915 0 0
MGM Growth Pptys LLC CL A COM 55303A105 13,205 500,000 SH   SOLE   500,000 0 0
Nuverra Environmental Soluti COM PAR 67091K302 2,553 311,304 SH   SOLE   311,304 0 0
PepsiCo Inc COM 713448108 20,606 186,516 SH   SOLE   186,516 0 0
Philip Morris Intl Inc COM 718172109 14,994 224,600 SH   SOLE   224,600 0 0
Smart Sand Inc COM 83191H107 32 14,250 SH   SOLE   14,250 0 0
Worldpay Inc CL A 981558109 37,644 492,526 SH   SOLE   492,526 0 0