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

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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
Ascena Retail Group Inc Common Stock 04351G101 62,843 14,751,920 SH   SOLE   14,751,920 0 0
Builders FirstSource Inc Common Stock 12008R107 109,385 7,341,298 SH   SOLE   7,341,298 0 0
Civitas Solutions Inc Common Stock 17887R102 27,118 1,477,806 SH   SOLE   1,477,806 0 0
Computer Programs & Systems Inc Common Stock 205306103 38,438 1,372,798 SH   SOLE   1,372,798 0 0
Express Inc Common Stock 30219E103 377 41,430 SH   SOLE   41,430 0 0
Republic Bancorp Inc/KY Common Stock 760281204 3,872 112,604 SH   SOLE   112,604 0 0
Universal Technical Institute Inc Common Stock 913915104 8,825 2,557,954 SH   SOLE   2,557,954 0 0