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

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 184,947 2,225,596 SH   SOLE   2,225,596 0 0
DINEEQUITY INC COM 254423106 184,844 1,727,356 SH   SOLE   1,727,356 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 185,884 1,624,578 SH   SOLE   1,624,578 0 0
PVH CORP COM 693656100 94,850 890,110 SH   SOLE   890,110 0 0
TOWNSQUARE MEDIA INC CL A 892231101 21,027 1,636,340 SH   SOLE   1,636,340 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 83,018 5,418,897 SH   SOLE   5,418,897 0 0
WEX INC COM 96208T104 54,965 511,969 SH   SOLE   511,969 0 0