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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
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
ASBURY AUTOMOTIVE GROUP INC COM 043436104 163,475 2,378,167 SH   SOLE   2,378,167 0 0
DINEEQUITY INC COM 254423106 163,142 2,052,356 SH   SOLE   2,052,356 0 0
PVH CORP COM 693656100 92,592 794,101 SH   SOLE   794,101 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 108,161 5,418,897 SH   SOLE   5,418,897 0 0
WEX INC COM 96208T104 51,472 490,347 SH   SOLE   490,347 0 0