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
CAPELLA EDUCATION CO COM 139594105 28,773 536,117 SH   SOLE   536,117 0 0
CDW CORP COM 12514G108 81,662 2,382,210 SH   SOLE   2,382,210 0 0
COVANTA HOLDING CORP COM 22282E102 63,764 3,009,161 SH   SOLE   3,009,161 0 0
DORMAN PRODUCTS INC COM 258278100 13,820 289,966 SH   SOLE   289,966 0 0
IRON MTN INC COM 46284V101 67,599 2,180,610 SH   SOLE   2,180,610 0 0
LIBERTY INTERACTIVE CORP COM SER A 53071M104 79,968 2,881,742 SH   SOLE   2,881,742 0 0
LIBERTY VENTURES COM SER A 53071M880 16,089 409,694 SH   SOLE   409,694 0 0
MAXIMUS INC. COM 577933104 8,874 135,000 SH   SOLE   135,000 0 0
UBIQUITY NETWORKS COM 90347A100 36,489 1,143,308 SH   SOLE   1,143,308 0 0
VALMONT INDUSTRIES INC COM 920253101 59,090 497,100 SH   SOLE   497,100 0 0
VERISIGN INC COM 92343E102 84,011 1,361,169 SH   SOLE   1,361,169 0 0
WESCO AIRCRAFT HLDG INC COM 950814103 110,932 7,322,212 SH   SOLE   7,322,212 0 0