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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 81,339 3,163,724 SH   DFND   3,163,724 0 0
ACI WORLDWIDE INC COM 004498101 49,772 1,798,773 SH   DFND   1,798,773 0 0
BRINKS CO COM 109696104 128,805 1,992,343 SH   DFND   1,992,343 0 0
CBIZ INC COM 124805102 53,090 2,694,902 SH   DFND   2,694,902 0 0
COTT CORP QUE COM 22163N106 46,919 3,365,780 SH   DFND   3,365,780 0 0
EBIX INC COM NEW 278715206 48,731 1,145,000 SH   DFND   1,145,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 43,656 4,547,484 SH   DFND   4,547,484 0 0
FULLER H B CO COM 359694106 40,037 938,300 SH   DFND   938,300 0 0
GROUPON INC COM 399473107 59,426 18,570,778 SH   DFND   18,570,778 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 22,186 830,000 SH   DFND   830,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 82,022 3,108,070 SH   DFND   3,108,070 0 0
MAXIMUS INC COM 577933104 61,618 946,665 SH   DFND   946,665 0 0
MEDNAX INC COM 58502B106 38,203 1,157,668 SH   DFND   1,157,668 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 128,033 1,628,096 SH   DFND   1,628,096 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 35,676 3,340,413 SH   DFND   3,340,413 0 0
SP PLUS CORP COM 78469C103 33,446 1,132,218 SH   DFND   1,132,218 0 0
STAMPS COM INC COM NEW 852857200 38,132 245,000 SH   DFND   245,000 0 0