The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| R1 RCM INC | COMMON | 749397105 | 25,464 | 2,633,314 | SH | SOLE | 2,633,314 | 0 | 0 | ||
| PAPA JOHNS INT'L INC | COMMON | 698813102 | 10,325 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| TIVO CORP | COMMON | 88870P106 | 10,238 | 1,098,486 | SH | SOLE | 1,098,486 | 0 | 0 | ||
| EW SCRIPPS CO. | COMMON | 811054402 | 9,229 | 439,454 | SH | SOLE | 439,454 | 0 | 0 | ||
| BUNGE LIMITED | COMMON | G16962105 | 8,146 | 153,500 | SH | SOLE | 153,500 | 0 | 0 | ||
| NIELSON HOLDINGS PLC | COMMON | G6518L108 | 9,693 | 409,500 | SH | SOLE | 409,500 | 0 | 0 | ||
| GENWORTH FINANCIAL INC. | COMMON | 37247D106 | 8,387 | 2,189,931 | SH | SOLE | 2,189,931 | 0 | 0 | ||
| TEGNA INC | COMMON | 87901j105 | 6,204 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| UNITI GROUP INC | COMMON | 91325V108 | 5,991 | 535,422 | SH | SOLE | 535,422 | 0 | 0 | ||
| BRISTOL MYERS SQIBB CO | COMMON | 110122108 | 4,771 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||