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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
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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 15,503 294,505 SH   SOLE   294,505 0 0
CDW CORP COM 12514G108 90,843 2,266,550 SH   SOLE   2,266,550 0 0
COMMSCOPE HOLDING CO INC COM 20337X109 47,764 1,539,300 SH   SOLE   1,539,300 0 0
CREDIT ACCEPTANCE CORP COM 225310101 37,941 205,000 SH   SOLE   205,000 0 0
IRON MTN INC COM 46284V101 97,961 2,459,468 SH   SOLE   2,459,468 0 0
LIBERTY INTERACTIVE CORP COM SER A 53071M104 77,336 3,048,317 SH   SOLE   3,048,317 0 0
LIBERTY VENTURES COM SER A 53071M880 15,577 420,194 SH   SOLE   420,194 0 0
MAXIMUS INC COM 577933104 24,457 441,700 SH   SOLE   441,700 0 0
VALMONT INDUSTRIES INC COM 920253101 90,270 667,334 SH   SOLE   667,334 0 0
VERISIGN INC COM 92343E102 9,513 110,031 SH   SOLE   110,031 0 0
WESCO AIRCRAFT HLDG INC COM 950814103 107,700 8,025,308 SH   SOLE   8,025,308 0 0
ZEBRA TECHNOLOGIES CORP COM 989207105 68,648 1,370,227 SH   SOLE   1,370,227 0 0