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 150,094 2,225,596 SH   SOLE   2,225,596 0 0
DINEEQUITY INC COM 254423106 146,255 1,727,356 SH   SOLE   1,727,356 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 64,408 795,164 SH   SOLE   795,164 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 78,993 6,506,876 SH   SOLE   6,506,876 0 0
PVH CORP COM 693656100 78,306 1,063,215 SH   SOLE   1,063,215 0 0
TOWNSQUARE MEDIA INC CL A 892231101 19,571 1,636,340 SH   SOLE   1,636,340 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 65,622 5,482,169 SH   SOLE   5,482,169 0 0
WEX INC COM 96208T104 34,182 386,674 SH   SOLE   386,674 0 0