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
AIR LEASE CORP CLASS A 00912X302 1,140 24,000 SH   SOLE   0 0 0
AVAYA HOLDGS CORP COMMON 05351X101 4,091 303,000 SH   SOLE   0 0 0
BUNGE LIMITED COMMON G16962105 4,792 83,260 SH   SOLE   0 0 0
SCRIPPS EW COMMON 811054402 7,588 483,000 SH   SOLE   0 0 0
EXPEDIA GROUP INC COMMON 30212P303 1,581 14,620 SH   SOLE   0 0 0
GENWORTH FINL INC COMMON 37247D106 10,511 2,388,769 SH   SOLE   0 0 0
INTELSAT S A COMMON L5140P101 794 113,000 SH   SOLE   0 0 0
LYONDELLBASELL IND A SHARES N53745100 72 765 SH   SOLE   0 0 0
NEOPHOTONICS CORP COMMON 64051T100 5,155 584,491 SH   SOLE   0 0 0
PAPA JOHNS INTL INC COMMON 698813102 7,894 125,000 SH   SOLE   0 0 0
PG&E CORP COMMON 69331C108 3,832 352,500 SH   SOLE   0 0 0
QUORUM HEALTH CORP COMMON 74909E106 304 317,907 SH   SOLE   0 0 0
R1 RCM INC COMMON 749397105 17,233 1,327,623 SH   SOLE   0 0 0
SEAWORLD ENTMT INC COMMON 81282V100 3,171 100,000 SH   SOLE   0 0 0
TIVO CORP COMMON 88870P106 5,597 660,000 SH   SOLE   0 0 0
UNITI GROUP INC COMMON 91325V108 7,020 855,000 SH   SOLE   0 0 0
WRIGHT MED GROUP N V COMMON N96617118 4,572 150,000 SH   SOLE   0 0 0