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 |
| ADIENT PLC | ORD SHS | G0084W101 | 8,643 | 118,929 | SH | SOLE | 118,929 | 0 | 0 | ||
| ADVISORY BRD CO | COM | 00762W107 | 7,364 | 157,344 | SH | SOLE | 157,344 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 7,675 | 189,034 | SH | SOLE | 189,034 | 0 | 0 | ||
| CLUBCORP HLDGS INC | COM | 18948M108 | 1,587 | 98,908 | SH | SOLE | 98,908 | 0 | 0 | ||
| CONDUENT INC | COM | 206787103 | 16,940 | 1,009,552 | SH | SOLE | 1,009,552 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 3,738 | 23,062 | SH | SOLE | 23,062 | 0 | 0 | ||
| CORECIVIC INC | COM | 21871N101 | 8,325 | 264,947 | SH | SOLE | 264,947 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 4,924 | 126,618 | SH | SOLE | 126,618 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 13,120 | 219,655 | SH | SOLE | 219,655 | 0 | 0 | ||
| DONNELLEY FINL SOLUTIONS INC | COM | 25787G100 | 809 | 41,914 | SH | SOLE | 41,914 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 3,260 | 47,235 | SH | SOLE | 47,235 | 0 | 0 | ||
| ECHOSTAR CORP | CL A | 278768106 | 2,501 | 43,923 | SH | SOLE | 43,923 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 7,870 | 274,590 | SH | SOLE | 274,590 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 16,972 | 809,724 | SH | SOLE | 809,724 | 0 | 0 | ||
| IMPERVA INC | COM | 45321L100 | 2,400 | 58,477 | SH | SOLE | 58,477 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 5,147 | 50,597 | SH | SOLE | 50,597 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 5,389 | 59,342 | SH | SOLE | 59,342 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 2,991 | 76,851 | SH | SOLE | 76,851 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 1,847 | 69,539 | SH | SOLE | 69,539 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 8,514 | 168,467 | SH | SOLE | 168,467 | 0 | 0 | ||
| NEW YORK REIT INC | COM | 64976L109 | 5,283 | 545,154 | SH | SOLE | 545,154 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 5,362 | 76,432 | SH | SOLE | 76,432 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 3,279 | 75,246 | SH | SOLE | 75,246 | 0 | 0 | ||
| TD AMERITRADE HLDG CORP | COM | 87236Y108 | 5,381 | 138,480 | SH | SOLE | 138,480 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 13,532 | 291,578 | SH | SOLE | 291,578 | 0 | 0 | ||