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
CABLE ONE INC COM 12685J105 7,495 10,379 SH   SOLE   10,379 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 4,780 45,126 SH   SOLE   45,126 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 12,766 59,628 SH   SOLE   59,628 0 0
ENVESTNET INC COM 29404K106 8,139 159,586 SH   SOLE   159,586 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,239 32,592 SH   SOLE   32,592 0 0
KENNAMETAL INC COM 489170100 2,448 60,689 SH   SOLE   60,689 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 16,619 230,249 SH   SOLE   230,249 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 2,800 383,521 SH   SOLE   383,521 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,265 68,800 SH   SOLE   68,800 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 2,861 112,157 SH   SOLE   112,157 0 0
SERVICE CORP INTL COM 817565104 4,394 127,369 SH   SOLE   127,369 0 0
CROWN HOLDINGS INC COM 228368106 10,923 182,904 SH   SOLE   182,904 0 0
LEIDOS HLDGS INC COM 525327102 4,319 72,930 SH   SOLE   72,930 0 0
CF CORP SHS CL A G20307107 5,817 519,406 SH   SOLE   519,406 0 0
CANADIAN PAC RY LTD COM 13645T100 8,214 48,883 SH   SOLE   48,883 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 698 50,000 SH   SOLE   50,000 0 0
CONDUENT INC COM 206787103 3,971 253,429 SH   SOLE   253,429 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 10,949 150,941 SH   SOLE   150,941 0 0
REALPAGE INC COM 75606N109 2,474 62,000 SH   SOLE   62,000 0 0
SEALED AIR CORP NEW COM 81211K100 7,248 170,288 SH   SOLE   170,288 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 5,741 190,047 SH   SOLE   190,047 0 0
MGM RESORTS INTERNATIONAL COM 552953101 11,674 358,195 SH   SOLE   358,195 0 0
VULCAN MATLS CO COM 929160109 10,123 84,643 SH   SOLE   84,643 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,823 134,971 SH   SOLE   134,971 0 0
CORELOGIC INC COM 21871D103 14,390 311,343 SH   SOLE   311,343 0 0
FLIR SYS INC COM 302445101 5,335 137,124 SH   SOLE   137,124 0 0
BWX TECHNOLOGIES INC COM 05605H100 3,098 55,302 SH   SOLE   55,302 0 0
GARTNER INC COM 366651107 1,454 11,691 SH   SOLE   11,691 0 0
ARCONIC INC COM 03965L100 2,488 100,000 SH   SOLE   100,000 0 0
STEWART INFORMATION SVCS COR COM 860372101 5,298 140,300 SH   SOLE   140,300 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 2,024 80,000 SH   SOLE   80,000 0 0