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 |
| SCRIPPS EW | COMMON | 811054402 | 7,385 | 483,000 | SH | SOLE | 0 | 0 | 0 | ||
| NEOPHOTONICS CORP | COMMON | 64051T100 | 7,599 | 836,000 | SH | SOLE | 0 | 0 | 0 | ||
| GENWORTH FINL INC | COMMON | 37247D106 | 11,151 | 2,950,000 | SH | SOLE | 0 | 0 | 0 | ||
| LYONDELLBASELL IND | A SHARES | N53745100 | 70 | 765 | SH | SOLE | 0 | 0 | 0 | ||
| R1 RCM INC | COMMON | 749397105 | 11,489 | 478,323 | SH | SOLE | 0 | 0 | 0 | ||
| ON SEMICONDUCTOR CO | COMMON | 682189105 | 4,419 | 135,000 | SH | SOLE | 0 | 0 | 0 | ||
| FITBIT INC | CLASS A | 33812L102 | 2,053 | 301,861 | SH | SOLE | 0 | 0 | 0 | ||
| MACQUARIE INFRASTURE | COMMON | 55608B105 | 10,416 | 272,400 | SH | SOLE | 0 | 0 | 0 | ||
| TEGNA INC | COMMON | 87901J105 | 3,544 | 254,062 | SH | SOLE | 0 | 0 | 0 | ||
| PITNEY BOWES INC | COMMON | 724479100 | 9,648 | 1,566,042 | SH | SOLE | 0 | 0 | 0 | ||
| HOUGHTON MIFFLIN HARCOURT CO | COMMON | 44157R109 | 6,260 | 1,879,954 | SH | SOLE | 0 | 0 | 0 | ||