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
ABBOTT LABORATORIES CMN COM 002824100 3,921 80,669 SH   SOLE   80,669 0 0
ADVANCE AUTO PARTS, INC. CMN COM 00751Y106 4,207 36,080 SH   SOLE   36,080 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 1,566 10,949 SH   SOLE   10,949 0 0
ARCONIC INC CMN COM 03965L100 2,599 114,733 SH   SOLE   114,733 0 0
BIOVERATIV, INC CMN COM 09075E100 1,652 27,463 SH   SOLE   27,463 0 0
BRINK'S COMPANY (THE) CMN COM 109696104 2,437 36,370 SH   SOLE   36,370 0 0
CHARTER COMMUNICATIONS, INC. CMN COM 16119P108 3,931 11,669 SH   SOLE   11,669 0 0
COMMERCEHUB, INC. CMN SERIES C COM 20084V306 3,862 221,430 SH   SOLE   221,430 0 0
CONAGRA BRANDS INC CMN COM 205887102 2,379 66,524 SH   SOLE   66,524 0 0
COTY, INC. CMN CLASS A COM 222070203 5,073 270,390 SH   SOLE   270,390 0 0
DANAHER CORPORATION CMN COM 235851102 1,642 19,453 SH   SOLE   19,453 0 0
GENERAL ELECTRIC CO CMN COM 369604103 1,992 73,751 SH   SOLE   73,751 0 0
IMPAX LABORATORIES, INC. CMN SERIES COM 45256B101 784 48,714 SH   SOLE   48,714 0 0
LUMINEX CORP DEL CMN COM 55027E102 1,138 53,871 SH   SOLE   53,871 0 0
MANITOWOC CO INC CMN COM 563571108 1,296 215,678 SH   SOLE   215,678 0 0
MURPHY USA INC CMN COM 626755102 3,850 51,956 SH   SOLE   51,956 0 0
NATUS MEDICAL INC DEL CMN COM 639050103 2,888 77,431 SH   SOLE   77,431 0 0
NEWELL BRANDS INC CMN COM 651229106 4,857 90,590 SH   SOLE   90,590 0 0
NUVASIVE, INC. CMN COM 670704105 4,944 64,275 SH   SOLE   64,275 0 0
PJT PARTNERS INC CMN CLASS A COM 69343T107 3,316 82,444 SH   SOLE   82,444 0 0
POST HOLDINGS, INC. CMN COM 737446104 4,959 63,864 SH   SOLE   63,864 0 0
SEACOR MARINE HOLDINGS INC. CMN COM 78413P101 801 39,349 SH   SOLE   39,349 0 0
SEACOR HOLDINGS INC. CMN COM 811904101 1,514 44,151 SH   SOLE   44,151 0 0
SEALED AIR CORPORATION CMN COM 81211K100 3,898 87,091 SH   SOLE   87,091 0 0
SYNCHRONY FINANCIAL CMN COM 87165B103 1,383 46,383 SH   SOLE   46,383 0 0
UNIVAR INC. CMN COM 91336L107 2,944 100,808 SH   SOLE   100,808 0 0
VALVOLINE INC. CMN COM 92047W101 5,473 230,749 SH   SOLE   230,749 0 0
ALLERGAN PLC CMN COM G0177J108 5,119 21,057 SH   SOLE   21,057 0 0
LIBERTY GLOBAL PLC-LILAC GROUP CMN SERIES C COM G5480U153 3,695 172,560 SH   SOLE   172,560 0 0