The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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, Inc. | COM | 00404A109 | 164,353 | 5,575,079 | SH | SOLE | 5,575,079 | 0 | 0 | ||
ACI Worldwide, Inc | COM | 004498101 | 57,486 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
Brink's Company | COM | 109696104 | 80,850 | 1,967,632 | SH | SOLE | 1,967,632 | 0 | 0 | ||
CBIZ, Inc. | COM | 124805102 | 79,726 | 3,486,031 | SH | SOLE | 3,486,031 | 0 | 0 | ||
CDK Global, Inc. | COM | 12508E101 | 70,737 | 1,622,780 | SH | SOLE | 1,622,780 | 0 | 0 | ||
Change Healthcare Inc. | COM | 15912K100 | 82,144 | 5,661,209 | SH | SOLE | 5,661,209 | 0 | 0 | ||
Cornerstone OnDemand, Inc. | COM | 21925Y103 | 81,324 | 2,236,626 | SH | SOLE | 2,236,626 | 0 | 0 | ||
Ebix Inc. | COM NEW | 278715206 | 25,812 | 1,253,000 | SH | SOLE | 1,253,000 | 0 | 0 | ||
Evoqua Water Technologies Corp | COM | 30057T105 | 92,159 | 4,343,022 | SH | SOLE | 4,343,022 | 0 | 0 | ||
H.B. Fuller Company | COM | 359694106 | 78,102 | 1,706,031 | SH | SOLE | 1,706,031 | 0 | 0 | ||
Hilton Grand Vacations, Inc. | COM | 43283X105 | 85,949 | 4,096,729 | SH | SOLE | 4,096,729 | 0 | 0 | ||
KBR, Inc. | COM | 48242W106 | 30,223 | 1,351,635 | SH | SOLE | 1,351,635 | 0 | 0 | ||
Maximus, Inc. | COM | 577933104 | 12,562 | 183,632 | SH | SOLE | 183,632 | 0 | 0 | ||
Mednax, Inc. | COM | 58502B106 | 66,781 | 4,102,000 | SH | SOLE | 4,102,000 | 0 | 0 | ||
Nexstar Media Group, Inc. | CLA | 65336K103 | 95,231 | 1,058,944 | SH | SOLE | 1,058,944 | 0 | 0 | ||
OUTFRONT Media Inc. | COM | 69007J106 | 33,390 | 2,294,868 | SH | SOLE | 2,294,868 | 0 | 0 | ||
Primo Water Corporation | COM | 74167P108 | 114,482 | 8,062,110 | SH | SOLE | 8,062,110 | 0 | 0 | ||
Upland Software, Inc. | COM | 91544A109 | 26,390 | 700,000 | SH | SOLE | 700,000 | 0 | 0 |