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
AGNC INVT CORP COM 00123Q104 7,095 550,000 SH   SOLE   550,000 0 0
ASSURANT INC COM 04621X108 10,577 102,400 SH   SOLE   102,400 0 0
BMC STK HLDGS INC COM 05591B109 10,131 403,000 SH   SOLE   403,000 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 813 227,100 SH   SOLE   227,100 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,277 110,000 SH   SOLE   110,000 0 0
CANNAE HLDGS INC COM 13765N107 5,549 135,000 SH   SOLE   135,000 0 0
COVETRUS INC COM 22304C100 5,009 280,000 SH   SOLE   280,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 10,443 210,000 SH   SOLE   210,000 0 0
EDISON INTL COM 281020107 3,530 65,000 SH   SOLE   65,000 0 0
ENERSYS COM 29275Y102 12,490 194,000 SH   SOLE   194,000 0 0
EVERGY INC COM 30034W106 16,601 280,000 SH   SOLE   280,000 0 0
GLOBAL PMTS INC COM 37940X102 6,785 40,000 SH   SOLE   40,000 0 0
IBERIABANK CORP COM 450828108 11,074 243,161 SH   SOLE   243,161 0 0
KAR AUCTION SVCS INC COM 48238T109 4,610 335,000 SH   SOLE   335,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 8,899 450,806 SH   SOLE   450,806 0 0
PG&E CORP COM 69331C108 4,080 460,000 SH   SOLE   460,000 0 0
SEALED AIR CORP NEW COM 81211K100 7,391 225,000 SH   SOLE   225,000 0 0
WELLS FARGO CO NEW COM 949746101 6,528 255,000 SH   SOLE   255,000 0 0