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 17,695 746,005 SH   SOLE 0 746,005 0 0
ADIENT PLC ORD SHS G0084W101 1,320 22,080 SH   SOLE 0 22,080 0 0
ALLY FINL INC COM 02005N100 3,425 126,142 SH   SOLE 0 126,142 0 0
ALTABA INC COM 021346101 7,006 94,618 SH   SOLE 0 94,618 0 0
ANDEAVOR COM 03349M105 643 6,391 SH   SOLE 0 6,391 0 0
AON PLC SHS CL A G0408V102 23,274 165,854 SH   SOLE 0 165,854 0 0
APTIV PLC SHS G6095L109 613 7,218 SH   SOLE 0 7,218 0 0
ARAMARK COM 03852U106 9,617 243,111 SH   SOLE 0 243,111 0 0
ATKORE INTL GROUP INC COM 047649108 9,947 501,117 SH   SOLE 0 501,117 0 0
AXALTA COATING SYS LTD COM G0750C108 10,801 357,773 SH   SOLE 0 357,773 0 0
BALL CORP COM 058498106 14,643 368,742 SH   SOLE 0 368,742 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,997 20,038 SH   SOLE 0 20,038 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 5,496 348,706 SH   SOLE 0 348,706 0 0
CAESARS ENTMT CORP COM 127686103 21,298 1,893,195 SH   SOLE 0 1,893,195 0 0
CITIGROUP INC COM NEW 172967424 3,720 55,115 SH   SOLE 0 55,115 0 0
DISCOVER FINL SVCS COM 254709108 1,125 15,640 SH   SOLE 0 15,640 0 0
ECHOSTAR CORP CL A 278768106 678 12,845 SH   SOLE 0 12,845 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 14,260 721,272 SH   SOLE 0 721,272 0 0
F M C CORP COM NEW 302491303 17,006 222,095 SH   SOLE 0 222,095 0 0
FERROGLOBE PLC SHS G33856108 5,624 524,099 SH   SOLE 0 524,099 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 4,574 222,927 SH Call SOLE 0 222,927 0 0
FLEX LTD ORD Y2573F102 20,148 1,233,801 SH   SOLE 0 1,233,801 0 0
GRAY TELEVISION INC COM 389375106 4,462 351,333 SH   SOLE 0 351,333 0 0
HALCON RES CORP COM PAR NEW 40537Q605 164 33,755 SH   SOLE 0 33,755 0 0
HD SUPPLY HLDGS INC COM 40416M105 16,331 430,444 SH   SOLE 0 430,444 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 3,764 541,531 SH   SOLE 0 541,531 0 0
HUNTSMAN CORP COM 447011107 16,539 565,439 SH   SOLE 0 565,439 0 0
IAC INTERACTIVECORP COM 44919P508 29,045 185,736 SH   SOLE 0 185,736 0 0
IHS MARKIT LTD SHS G47567105 11,042 236,364 SH   SOLE 0 236,364 0 0
ILG INC COM 44967H101 27,934 897,918 SH   SOLE 0 897,918 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 3,804 142,326 SH   SOLE 0 142,326 0 0
INTREPID POTASH INC COM 46121Y102 3,583 984,284 SH   SOLE 0 984,284 0 0
IQVIA HLDGS INC COM 46266C105 22,763 232,019 SH   SOLE 0 232,019 0 0
KAR AUCTION SVCS INC COM 48238T109 1,616 29,815 SH   SOLE 0 29,815 0 0
KRATON CORPORATION COM 50077C106 9,106 190,870 SH   SOLE 0 190,870 0 0
LAYNE CHRISTENSEN CO COM 521050104 2,063 138,281 SH   SOLE 0 138,281 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 559 13,591 SH   SOLE 0 13,591 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 3,465 14,095 SH   SOLE 0 14,095 0 0
MEDALLION FINL CORP COM 583928106 1,036 222,698 SH   SOLE 0 222,698 0 0
MICRON TECHNOLOGY INC COM 595112103 489 9,376 SH   SOLE 0 9,376 0 0
MUELLER WTR PRODS INC COM SER A 624758108 1,777 163,494 SH   SOLE 0 163,494 0 0
NATUS MEDICAL INC DEL COM 639050103 19,624 583,175 SH   SOLE 0 583,175 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 14,291 907,914 SH   SOLE 0 907,914 0 0
OFS CAP CORP COM 67103B100 118 10,554 SH   SOLE 0 10,554 0 0
OLIN CORP COM PAR $1 680665205 3,425 112,709 SH   SOLE 0 112,709 0 0
RAMACO RES INC COM 75134P303 409 56,933 SH   SOLE 0 56,933 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 13,587 175,435 SH   SOLE 0 175,435 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 21,654 691,806 SH   SOLE 0 691,806 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,058 8,408 SH   SOLE 0 8,408 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,319 39,214 SH   SOLE 0 39,214 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 23,387 225,528 SH   SOLE 0 225,528 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,845 237,695 SH   SOLE 0 237,695 0 0
SPX CORP COM 784635104 28,730 884,542 SH   SOLE 0 884,542 0 0
STATE STR CORP COM 857477103 1,226 12,297 SH   SOLE 0 12,297 0 0
TRONOX LTD SHS CL A Q9235V101 17,274 936,792 SH   SOLE 0 936,792 0 0
VOXX INTL CORP CL A 91829F104 472 95,359 SH   SOLE 0 95,359 0 0
VOYA FINL INC COM 929089100 24,655 488,223 SH   SOLE 0 488,223 0 0