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 |
| ASSURANT INC | COM | 04621X108 | 4,472 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 5,136 | 22,118 | SH | SOLE | 22,118 | 0 | 0 | ||
| CONAGRA BRANDS INC | COM | 205887102 | 6,408 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COTT CORP QUE | COM | 22163N106 | 8,246 | 591,500 | SH | SOLE | 591,500 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 5,918 | 111,306 | SH | SOLE | 111,306 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 3,799 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 4,259 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| L3 TECHNOLOGIES INC | COM | 502413107 | 6,078 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 8,229 | 330,606 | SH | SOLE | 330,606 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 4,486 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 3,802 | 160,100 | SH | SOLE | 160,100 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 8,782 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 4,418 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 8,716 | 250,179 | SH | SOLE | 250,179 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 10,346 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||