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
ALLERGAN PLC SHS G0177J108 10,017 52,400 SH   SOLE   52,400 0 0
APPLIED MATLS INC COM 038222105 13,642 223,500 SH   SOLE   223,500 0 0
ANTHEM INC COM 036752103 13,712 45,400 SH   SOLE   45,400 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 9,452 31,938 SH   SOLE   31,938 0 0
AMERICAN EXPRESS CO COM 025816109 9,042 72,630 SH   SOLE   72,630 0 0
BANK AMER CORP COM 060505104 12,181 345,842 SH   SOLE   345,842 0 0
BELDEN INC COM 077454106 6,265 113,900 SH   SOLE   113,900 0 0
BAUSCH HEALTH COS INC COM 071734107 9,682 323,600 SH   SOLE   323,600 0 0
CENTENE CORP DEL COM 15135B101 7,614 121,100 SH   SOLE   121,100 0 0
CORTEVA INC COM 22052L104 4,286 145,000 SH   SOLE   145,000 0 0
FACEBOOK INC CL A 30303M102 11,371 55,400 SH   SOLE   55,400 0 0
FISERV INC COM 337738108 11,766 101,759 SH   SOLE   101,759 0 0
GENERAL MTRS CO COM 37045V100 3,660 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL C 02079K107 5,680 4,248 SH   SOLE   4,248 0 0
ALPHABET INC CAP STK CL A 02079K305 7,822 5,840 SH   SOLE   5,840 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,546 24,119 SH   SOLE   24,119 0 0
HALLIBURTON CO COM 406216101 3,671 150,000 SH   SOLE   150,000 0 0
MCKESSON CORP COM 58155Q103 9,669 69,900 SH   SOLE   69,900 0 0
MOODYS CORP COM 615369105 10,436 43,958 SH   SOLE   43,958 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 4,286 1,541,788 SH   SOLE   1,541,788 0 0
MICROSOFT CORP COM 594918104 8,310 52,695 SH   SOLE   52,695 0 0
MYLAN N V SHS EURO N59465109 3,554 176,800 SH   SOLE   176,800 0 0
NAVISTAR INTL CORP PFD SR D CONV 638901306 6,444 222,659 SH   SOLE   222,659 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 4,348 214,200 SH   SOLE   214,200 0 0
PROPETRO HLDG CORP COM 74347M108 3,260 289,800 SH   SOLE   289,800 0 0
ROBERT HALF INTL INC COM 770323103 9,428 149,293 SH   SOLE   149,293 0 0
REALOGY HLDGS CORP COM 75605Y106 2,944 304,144 SH   SOLE   304,144 0 0
U S SILICA HLDGS INC COM 90346E103 625 101,706 SH   SOLE   101,706 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,115 99,600 SH   SOLE   99,600 0 0
TEREX CORP NEW COM 880779103 4,596 154,324 SH   SOLE   154,324 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,461 25,380 SH   SOLE   25,380 0 0
LYON WILLIAM HOMES CL A NEW 552074700 3,439 172,100 SH   SOLE   172,100 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 5,435 528,721 SH   SOLE   528,721 0 0