Instuitional Investor - Rotation Capital Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares TrustPUT	IEF	355,000	$15,975,000	14.38%
2.	Cision Ltd.	CISN	3,764,441	$11,105,000	9.99%
3.	United Rentals IncPUT	URI	66,000	$9,175,000	8.26%
4.	Nexeo Solutions Inc		16,339,591	$7,189,000	6.47%
5.	Hostess Brands Inc.	TWNK	3,053,955	$6,230,000	5.6%