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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BOSTON SCIENTIFIC CORP COM 101137107   1,927,516 30,812 SH Put SOLE   30,812 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   908,587 26,929 SH Put SOLE   26,929 0 0
CLEAN HARBORS INC COM 184496107   3,502,481 16,455 SH Put SOLE   16,455 0 0
CSX CORP COM 126408103   312,968 11,814 SH Put SOLE   11,814 0 0
EQUINIX INC COM 29444U700   2,769,012 4,504 SH Put SOLE   4,504 0 0
HUMANA INC COM 444859102   1,555,511 5,059 SH Put SOLE   5,059 0 0
JOHNSON & JOHNSON COM 478160104   2,818,663 23,740 SH Put SOLE   23,740 0 0
KB HOME COM 48666K109   3,809,365 69,369 SH Put SOLE   69,369 0 0
LGI HOMES INC COM 50187T106   1,079,260 14,132 SH Put SOLE   14,132 0 0
MERITAGE HOMES CORP COM 59001A102   1,154,529 8,359 SH Put SOLE   8,359 0 0
REALTY INCOME CORP COM 756109104   412,094 9,200 SH Put SOLE   9,200 0 0
S&P GLOBAL INC COM 78409V104   2,233,450 6,165 SH Put SOLE   6,165 0 0
SCHLUMBERGER LTD COM STK 806857108   3,252,537 83,576 SH Put SOLE   83,576 0 0
VOYA FINANCIAL INC COM 929089100   1,420,371 24,572 SH Put SOLE   24,572 0 0
WASTE CONNECTIONS INC COM 94106B101   3,181,727 22,466 SH Put SOLE   22,466 0 0
WEST FRASER TIMBER CO LTD COM 952845105   1,794,634 29,579 SH Put SOLE   29,579 0 0