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 |
ANIXTER INTL INC | COM | 035290105 | 5,270 | 57,225 | SH | SOLE | 57,225 | 0 | 0 | ||
ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 9,949 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
ASSURANT INC | COM | 04621X108 | 9,425 | 71,900 | SH | SOLE | 71,900 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | RIGHT 99/99/9999 | 110122157 | 608 | 202,100 | SH | SOLE | 202,100 | 0 | 0 | ||
CANNAE HLDGS INC | COM | 13765N107 | 1,860 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CROWN HOLDINGS INC | COM | 228368106 | 9,024 | 124,400 | SH | SOLE | 124,400 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 4,824 | 80,890 | SH | SOLE | 80,890 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 13,769 | 184,000 | SH | SOLE | 184,000 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 6,419 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 6,402 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
GENWORTH FINL INC | COM CL A | 37247D106 | 1,821 | 413,785 | SH | SOLE | 413,785 | 0 | 0 | ||
IBERIABANK CORP | COM | 450828108 | 10,713 | 143,161 | SH | SOLE | 143,161 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 15,713 | 187,486 | SH | SOLE | 187,486 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 5,992 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 12,720 | 430,606 | SH | SOLE | 430,606 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 6,644 | 60,900 | SH | SOLE | 60,900 | 0 | 0 | ||
SAFEHOLD INC | COM | 78645L100 | 10,075 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
TECH DATA CORP | COM | 878237106 | 12,637 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
TIFFANY & CO NEW | COM | 886547108 | 16,507 | 123,508 | SH | SOLE | 123,508 | 0 | 0 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 18,435 | 123,100 | SH | SOLE | 123,100 | 0 | 0 | ||
VIEWRAY INC | COM | 92672L107 | 4,795 | 1,136,360 | SH | SOLE | 1,136,360 | 0 | 0 |