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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
Expires: July 31, 2015
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
BROOKDALE SR LIVING INC COM 112463104 30,499,400 1,895,550 SH SOLE 1,895,550 0 0
CHEMOURS CO COM 163851108 54,205,406 2,641,589 SH SOLE 2,641,589 0 0
CHEWY INC CL A 16679L109 14,202,018 722,749 SH SOLE 722,749 0 0
DAUCH CORP COM 024061103 6,359,649 1,173,367 SH SOLE 1,173,367 0 0
FLUOR CORP COM 343412102 17,315,105 330,504 SH SOLE 330,504 0 0
HALLADOR ENERGY COMPANY COM 40609P105 16,472,138 947,219 SH SOLE 947,219 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 61,364,577 1,360,332 SH SOLE 1,360,332 0 0
INSIGHT ENTERPRISES INC COM 45765U103 12,845,881 105,467 SH SOLE 105,467 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 25,172,555 2,213,945 SH SOLE 2,213,945 0 0
MOSAIC CO COM 61945C103 1,370,866 64,694 SH SOLE 64,694 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 67,618,324 202,857 SH SOLE 202,857 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 18,672,386 551,133 SH SOLE 551,133 0 0
VIATRIS INC COM 92556V106 17,495,488 1,101,731 SH SOLE 1,101,731 0 0