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
ABB LTD SPONSORED ADR 000375204 12,093 509,388 SH   SOLE   509,388 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 13,968 196,790 SH   SOLE   196,790 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 9,813 46,100 SH   SOLE   46,100 0 0
ARMSTRONG FLOORING INC COM 04238R106 1,051 77,417 SH   SOLE   77,417 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 11,258 199,971 SH   SOLE   199,971 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 11,774 103,754 SH   SOLE   103,754 0 0
AUTOLIV INC COM 052800109 12,697 87,000 SH   SOLE   87,000 0 0
BAXTER INTL INC COM 071813109 13,029 200,318 SH   SOLE   200,318 0 0
BLOOMIN BRANDS INC COM 094235108 14,361 591,476 SH   SOLE   591,476 0 0
CARS COM INC COM 14575E105 9,177 323,930 SH   SOLE   323,930 0 0
CBRE GROUP INC CL A 12504L109 10,569 223,818 SH   SOLE   223,818 0 0
CHENIERE ENERGY INC COM NEW 16411R208 16,018 299,678 SH   SOLE   299,678 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,381 29,032 SH   SOLE   29,032 0 0
CITRIX SYS INC COM 177376100 9,152 98,618 SH   SOLE   98,618 0 0
ERICSSON ADR B SEK 10 294821608 11,859 1,853,002 SH   SOLE   1,853,002 0 0
HAIN CELESTIAL GROUP INC COM 405217100 9,177 286,160 SH   SOLE   286,160 0 0
HERC HLDGS INC COM 42704L104 2,078 31,990 SH   SOLE   31,990 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 1,907 96,078 SH   SOLE   96,078 0 0
HOWARD HUGHES CORP COM 44267D107 18,160 130,528 SH   SOLE   130,528 0 0
IMPERVA INC COM 45321L100 9,516 219,776 SH   SOLE   219,776 0 0
LOGMEIN INC COM 54142L109 2,003 17,338 SH   SOLE   17,338 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 19,509 929,019 SH   SOLE   929,019 0 0
MEDNAX INC COM 58502B106 16,729 300,713 SH   SOLE   300,713 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 19,491 267,546 SH   SOLE   267,546 0 0
NEWELL BRANDS INC COM 651229106 11,619 456,000 SH   SOLE   456,000 0 0
PENTAIR PLC SHS G7S00T104 9,349 137,221 SH   SOLE   137,221 0 0
PERRIGO CO PLC SHS G97822103 12,438 149,249 SH   SOLE   149,249 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 15,710 268,456 SH   SOLE   268,456 0 0
SOTHEBYS COM 835898107 11,013 214,633 SH   SOLE   214,633 0 0
TEREX CORP NEW COM 880779103 10,239 273,706 SH   SOLE   273,706 0 0
TRINITY INDS INC COM 896522109 14,635 448,500 SH   SOLE   448,500 0 0
WELBILT INC COM 949090104 10,737 552,024 SH   SOLE   552,024 0 0