The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 7,587 | 90,331 | SH | SOLE | 90,331 | 0 | 0 | ||
ALTRIA GROUP INC | COM | 02209S103 | 1,861 | 29,349 | SH | SOLE | 29,349 | 0 | 0 | ||
BRIGHTHOUSE FINL INC | COM | 10922N103 | 1,989 | 32,720 | SH | SOLE | 32,720 | 0 | 0 | ||
CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 5,050 | 300,598 | SH | SOLE | 300,598 | 0 | 0 | ||
CONDUENT INC | COM | 206787103 | 7,453 | 475,643 | SH | SOLE | 475,643 | 0 | 0 | ||
CONSOLIDATED COMM HLDGS INC | COM | 209034107 | 1,908 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
DIEBOLD NXDF INC | COM | 253651103 | 8,019 | 350,949 | SH | SOLE | 350,949 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 2,120 | 24,686 | SH | SOLE | 24,686 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 2,790 | 32,489 | SH | SOLE | 32,489 | 0 | 0 | ||
ECHOSTAR CORP | CL A | 278768106 | 4,414 | 77,123 | SH | SOLE | 77,123 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 12,542 | 81,035 | SH | SOLE | 81,035 | 0 | 0 | ||
HAIN CELESTIAL GROUP INC | COM | 405217100 | 5,318 | 129,242 | SH | SOLE | 129,242 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 11,702 | 302,922 | SH | SOLE | 302,922 | 0 | 0 | ||
IMPERVA INC | COM | 45321L100 | 3,092 | 71,237 | SH | SOLE | 71,237 | 0 | 0 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 6,023 | 149,489 | SH | SOLE | 149,489 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 10,308 | 183,801 | SH | SOLE | 183,801 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 5,119 | 664,834 | SH | SOLE | 664,834 | 0 | 0 | ||
VISTRA ENERGY CORP | COM | 92840M102 | 6,694 | 358,157 | SH | SOLE | 358,157 | 0 | 0 | ||
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 7,662 | 72,683 | SH | SOLE | 72,683 | 0 | 0 |