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 140,046 5,575,079 SH   DFND   5,575,079 0 0
ACI WORLDWIDE INC COM 004498101 53,845 1,995,000 SH   DFND   1,995,000 0 0
BRINKS CO COM 109696104 89,971 1,976,961 SH   DFND   1,976,961 0 0
CBIZ INC COM 124805102 79,965 3,336,031 SH   DFND   3,336,031 0 0
CDK GLOBAL INC COM 12508E101 62,141 1,500,270 SH   DFND   1,500,270 0 0
CHANGE HEALTHCARE INC COM 15912K100 52,399 4,678,454 SH   DFND   4,678,454 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 61,835 1,603,600 SH   DFND   1,603,600 0 0
EBIX INC COM NEW 278715206 28,017 1,253,000 SH   DFND   1,253,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 80,780 4,343,022 SH   DFND   4,343,022 0 0
FULLER H B CO COM 359694106 76,089 1,706,031 SH   DFND   1,706,031 0 0
HILTON GRAND VACATIONS INC COM 43283X105 82,614 4,225,762 SH   DFND   4,225,762 0 0
MAXIMUS INC COM 577933104 48,697 691,233 SH   DFND   691,233 0 0
MEDNAX INC COM 58502B106 70,144 4,102,000 SH   DFND   4,102,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 110,571 1,321,197 SH   DFND   1,321,197 0 0
OUTFRONT MEDIA INC COM 69007J106 32,518 2,294,868 SH   DFND   2,294,868 0 0
PRIMO WATER CORPORATION COM 74167P108 110,854 8,062,110 SH   DFND   8,062,110 0 0
SP PLUS CORP COM 78469C103 16,781 810,295 SH   DFND   810,295 0 0