The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 102,303 | 5,575,079 | SH | DFND | 5,575,079 | 0 | 0 | ||
| ACI WORLDWIDE INC | COM | 004498101 | 45,764 | 1,895,000 | SH | DFND | 1,895,000 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 117,152 | 2,250,756 | SH | DFND | 2,250,756 | 0 | 0 | ||
| CBIZ INC | COM | 124805102 | 62,386 | 2,982,101 | SH | DFND | 2,982,101 | 0 | 0 | ||
| EBIX INC | COM NEW | 278715206 | 19,021 | 1,253,000 | SH | DFND | 1,253,000 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 48,237 | 4,303,022 | SH | DFND | 4,303,022 | 0 | 0 | ||
| FULLER H B CO | COM | 359694106 | 46,393 | 1,661,031 | SH | DFND | 1,661,031 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 70,965 | 4,500,000 | SH | DFND | 4,500,000 | 0 | 0 | ||
| MAXIMUS INC | COM | 577933104 | 44,139 | 758,409 | SH | DFND | 758,409 | 0 | 0 | ||
| MEDNAX INC | COM | 58502B106 | 45,396 | 3,900,025 | SH | DFND | 3,900,025 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 98,181 | 1,700,688 | SH | DFND | 1,700,688 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 30,375 | 2,253,338 | SH | DFND | 2,253,338 | 0 | 0 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 73,043 | 8,062,110 | SH | DFND | 8,062,110 | 0 | 0 | ||
| SP PLUS CORP | COM | 78469C103 | 33,094 | 1,594,889 | SH | DFND | 1,594,889 | 0 | 0 | ||