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

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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
ASCENA RETAIL GROUP INC Common Stocks 04351G101 22,464 1,300,000 SH   SOLE   1,300,000 0 0
CBRE GROUP INC - A Common Stocks 12504L109 29,076 1,060,000 SH   SOLE   1,060,000 0 0
DOLLAR GENERAL CORP Common Stocks 256677105 27,740 500,000 SH   SOLE   500,000 0 0
EQUINIX INC Common Stocks 29444U502 28,650 155,000 SH   SOLE   155,000 0 0
IRON MOUNTAIN INC Common Stocks 462846106 27,570 1,000,000 SH   SOLE   1,000,000 0 0
LIBERTY INTERACTIVE CORP-A Common Stocks 53071M104 31,757 1,100,000 SH   SOLE   1,100,000 0 0
MONEYGRAM INTERNATIONAL INC Common Stocks 60935Y208 9,573 542,392 SH   SOLE   542,392 0 0
NCR CORPORATION Common Stocks 62886E108 17,548 480,103 SH   SOLE   480,103 0 0
OUTERWALL INC Common Stocks 690070107 37,287 514,300 SH   SOLE   514,300 0 0
REALPAGE INC Common Stocks 75606N109 16,344 900,000 SH   SOLE   900,000 0 0
VANTIV INC - CL A Common Stocks 92210H105 19,712 652,271 SH   SOLE   652,271 0 0