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
ACI WORLDWIDE INC COM 004498101 13,787 608,164 SH   SOLE 0 608,164 0 0
ADIENT PLC ORD SHS G0084W101 2,669 33,911 SH   SOLE 0 33,911 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 342 14,187 SH   SOLE 0 14,187 0 0
ALLY FINL INC COM 02005N100 4,492 154,035 SH   SOLE 0 154,035 0 0
ALTABA INC COM 021346101 6,925 99,146 SH   SOLE 0 99,146 0 0
ANDEAVOR COM 03349M105 731 6,391 SH   SOLE 0 6,391 0 0
AON PLC SHS CL A G0408V102 23,278 173,715 SH   SOLE 0 173,715 0 0
APTIV PLC SHS G6095L109 857 10,100 SH   SOLE 0 10,100 0 0
ARAMARK COM 03852U106 11,398 266,675 SH   SOLE 0 266,675 0 0
ATKORE INTL GROUP INC COM 047649108 11,461 534,334 SH   SOLE 0 534,334 0 0
AXALTA COATING SYS LTD COM G0750C108 12,106 374,089 SH   SOLE 0 374,089 0 0
BALL CORP COM 058498106 4,364 115,294 SH   SOLE 0 115,294 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,273 21,555 SH   SOLE 0 21,555 0 0
CAESARS ENTMT CORP COM 127686103 23,015 1,819,400 SH   SOLE 0 1,819,400 0 0
CALPINE CORP COM NEW 131347304 843 55,685 SH   SOLE 0 55,685 0 0
CITIGROUP INC COM NEW 172967424 4,412 59,289 SH   SOLE 0 59,289 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 16,275 1,426,405 SH   SOLE 0 1,426,405 0 0
DISCOVER FINL SVCS COM 254709108 1,292 16,791 SH   SOLE 0 16,791 0 0
ECHOSTAR CORP CL A 278768106 821 13,699 SH   SOLE 0 13,699 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 14,597 768,272 SH   SOLE 0 768,272 0 0
F M C CORP COM NEW 302491303 19,252 203,377 SH   SOLE 0 203,377 0 0
FERROGLOBE PLC SHS G33856108 23,578 1,455,454 SH   SOLE 0 1,455,454 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 4,222 236,644 SH Call SOLE 0 236,644 0 0
FLEX LTD ORD Y2573F102 20,383 1,133,000 SH   SOLE 0 1,133,000 0 0
GRAY TELEVISION INC COM 389375106 6,167 368,153 SH   SOLE 0 368,153 0 0
HALCON RES CORP COM PAR NEW 40537Q605 583 77,000 SH   SOLE 0 77,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 17,935 448,046 SH   SOLE 0 448,046 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 9,088 977,243 SH   SOLE 0 977,243 0 0
HUNTSMAN CORP COM 447011107 22,029 661,719 SH   SOLE 0 661,719 0 0
IAC INTERACTIVECORP COM 44919P508 25,564 209,064 SH   SOLE 0 209,064 0 0
IHS MARKIT LTD SHS G47567105 10,017 221,866 SH   SOLE 0 221,866 0 0
ILG INC COM 44967H101 30,782 1,080,838 SH   SOLE 0 1,080,838 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 4,058 153,061 SH   SOLE 0 153,061 0 0
INTREPID POTASH INC COM 46121Y102 5,240 1,100,817 SH   SOLE 0 1,100,817 0 0
IQVIA HLDGS INC COM 46266C105 23,819 243,304 SH   SOLE 0 243,304 0 0
KAR AUCTION SVCS INC COM 48238T109 3,304 65,403 SH   SOLE 0 65,403 0 0
KRATON CORPORATION COM 50077C106 9,373 194,585 SH   SOLE 0 194,585 0 0
LAYNE CHRISTENSEN CO COM 521050104 1,884 150,117 SH   SOLE 0 150,117 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 575 14,494 SH   SOLE 0 14,494 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 3,197 15,162 SH   SOLE 0 15,162 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 1,331 136,465 SH   SOLE 0 136,465 0 0
MEDALLION FINL CORP COM 583928106 570 161,373 SH   SOLE 0 161,373 0 0
MICRON TECHNOLOGY INC COM 595112103 411 10,000 SH   SOLE 0 10,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 4,296 342,878 SH   SOLE 0 342,878 0 0
NATUS MEDICAL INC DEL COM 639050103 1,971 51,602 SH   SOLE 0 51,602 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 16,189 957,371 SH   SOLE 0 957,371 0 0
OFS CAP CORP COM 67103B100 247 20,755 SH   SOLE 0 20,755 0 0
OLIN CORP COM PAR $1 680665205 6,044 169,864 SH   SOLE 0 169,864 0 0
OM ASSET MGMT PLC SHS G67506108 6,199 370,108 SH   SOLE 0 370,108 0 0
RAMACO RES INC COM 75134P303 556 80,828 SH   SOLE 0 80,828 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 13,489 195,439 SH   SOLE 0 195,439 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 27,529 727,319 SH   SOLE 0 727,319 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,107 8,952 SH   SOLE 0 8,952 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,257 42,183 SH   SOLE 0 42,183 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,201 140,000 SH   SOLE 0 140,000 0 0
SPX CORP COM 784635104 24,681 786,272 SH   SOLE 0 786,272 0 0
STATE STR CORP COM 857477103 1,288 13,194 SH   SOLE 0 13,194 0 0
TRONOX LTD SHS CL A Q9235V101 16,872 822,600 SH   SOLE 0 822,600 0 0
VOXX INTL CORP CL A 91829F104 492 87,935 SH   SOLE 0 87,935 0 0
VOYA FINL INC COM 929089100 25,260 510,617 SH   SOLE 0 510,617 0 0