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
ALLY FINL INC COM 02005N100 2,956 111,773 SH   SOLE 0 111,773 0 0
ALTABA INC COM 021346101 5,704 83,731 SH   SOLE 0 83,731 0 0
ANDEAVOR COM 03349M105 673 4,386 SH   SOLE 0 4,386 0 0
AON PLC SHS CL A G0408V102 23,581 153,341 SH   SOLE 0 153,341 0 0
ARAMARK COM 03852U106 8,840 205,492 SH   SOLE 0 205,492 0 0
ATKORE INTL GROUP INC COM 047649108 9,780 368,656 SH   SOLE 0 368,656 0 0
AXALTA COATING SYS LTD COM G0750C108 7,931 271,986 SH   SOLE 0 271,986 0 0
BALL CORP COM 058498106 13,704 311,522 SH   SOLE 0 311,522 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,225 19,734 SH   SOLE 0 19,734 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 3,627 292,476 SH   SOLE 0 292,476 0 0
CAESARS ENTMT CORP COM 127686103 20,138 1,964,693 SH   SOLE 0 1,964,693 0 0
CITIGROUP INC COM NEW 172967424 3,828 53,365 SH   SOLE 0 53,365 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 2,495 25,692 SH   SOLE 0 25,692 0 0
DISCOVER FINL SVCS COM 254709108 1,137 14,869 SH   SOLE 0 14,869 0 0
D R HORTON INC COM 23331A109 727 17,242 SH   SOLE 0 17,242 0 0
ECHOSTAR CORP CL A 278768106 539 11,633 SH   SOLE 0 11,633 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 10,550 521,483 SH   SOLE 0 521,483 0 0
FERROGLOBE PLC SHS G33856108 1,233 150,893 SH   SOLE 0 150,893 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 3,455 197,289 SH   SOLE 0 197,289 0 0
FLEX LTD ORD Y2573F102 15,197 1,158,296 SH   SOLE 0 1,158,296 0 0
F M C CORP COM NEW 302491303 21,851 250,647 SH   SOLE 0 250,647 0 0
FREDS INC CL A 356108100 554 271,397 SH   SOLE 0 271,397 0 0
GLOBAL SHIP LEASE INC NEW SHS A Y27183105 378 343,879 SH   SOLE 0 343,879 0 0
HD SUPPLY HLDGS INC COM 40416M105 16,300 380,926 SH   SOLE 0 380,926 0 0
HILTON GRAND VACATIONS INC COM 43283X105 20,784 627,914 SH   SOLE 0 627,914 0 0
HUNTSMAN CORP COM 447011107 11,761 431,897 SH   SOLE 0 431,897 0 0
IAC INTERACTIVECORP COM 44919P508 32,398 149,491 SH   SOLE 0 149,491 0 0
IHS MARKIT LTD SHS G47567105 11,283 209,099 SH   SOLE 0 209,099 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 918 46,484 SH   SOLE 0 46,484 0 0
INTREPID POTASH INC COM 46121Y102 2,575 717,132 SH   SOLE 0 717,132 0 0
IQVIA HLDGS INC COM 46266C105 25,565 197,046 SH   SOLE 0 197,046 0 0
KAR AUCTION SVCS INC COM 48238T109 1,516 25,400 SH   SOLE 0 25,400 0 0
KRATON CORPORATION COM 50077C106 7,964 168,899 SH   SOLE 0 168,899 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 566 13,029 SH   SOLE 0 13,029 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 3,943 12,505 SH   SOLE 0 12,505 0 0
MEDALLION FINL CORP COM 583928106 1,173 176,361 SH   SOLE 0 176,361 0 0
MICRON TECHNOLOGY INC COM 595112103 604 13,355 SH   SOLE 0 13,355 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 9,385 463,237 SH   SOLE 0 463,237 0 0
OCWEN FINL CORP COM NEW 675746309 102 25,861 SH   SOLE 0 25,861 0 0
OLIN CORP COM PAR $1 680665205 2,555 99,500 SH   SOLE 0 99,500 0 0
PERSPECTA INC COM 715347100 10,352 402,489 SH   SOLE 0 402,489 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 9,556 992,322 SH   SOLE 0 992,322 0 0
ROSEHILL RES INC CL A 777385105 110 17,990 SH   SOLE 0 17,990 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 13,375 155,211 SH   SOLE 0 155,211 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 850 7,542 SH   SOLE 0 7,542 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,129 38,282 SH   SOLE 0 38,282 0 0
SPX CORP COM 784635104 26,705 801,716 SH   SOLE 0 801,716 0 0
STATE STR CORP COM 857477103 923 11,018 SH   SOLE 0 11,018 0 0
TIDEWATER INC NEW COM 88642R109 1,871 60,000 SH   SOLE 0 60,000 0 0
TIVO CORP COM 88870P106 1,220 97,959 SH   SOLE 0 97,959 0 0
TRONOX LTD SHS CL A Q9235V101 11,660 975,714 SH   SOLE 0 975,714 0 0
VOXX INTL CORP CL A 91829F104 476 91,573 SH   SOLE 0 91,573 0 0
VOYA FINL INC COM 929089100 22,396 450,886 SH   SOLE 0 450,886 0 0
WILLSCOT CORP COM 971375126 11,955 697,067 SH   SOLE 0 697,067 0 0