The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
BROADCOM INC | COM | 11135F101 | 103,655 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
CLARIVATE ANALYTICS PLC | COM | G21810109 | 18,011 | 1,072,098 | SH | SOLE | 1,072,098 | 0 | 0 | ||
COMPASS MINERALS INTL INC | COM | 20451N101 | 81,156 | 1,331,292 | SH | SOLE | 1,331,292 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 142,845 | 2,225,000 | SH | SOLE | 2,225,000 | 0 | 0 | ||
GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 116,134 | 5,113,804 | SH | SOLE | 5,113,804 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 689,071 | 9,865,008 | SH | SOLE | 9,865,008 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 219,877 | 2,936,000 | SH | SOLE | 2,936,000 | 0 | 0 | ||
TRI POINTE GROUP INC | COM | 87265H109 | 45,572 | 2,925,000 | SH | SOLE | 2,925,000 | 0 | 0 |