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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CDW CORP COM 12514G108   83,856 1,833,720 SH   SOLE   1,833,720 0 0
COMMSCOPE HOLDING CO INC COM 20337X109   58,989 1,959,129 SH   SOLE   1,959,129 0 0
COMMERCEHUB INC COM SER A 20084V108   649 41,092 SH   SOLE   41,092 0 0
COMMERCEHUB INC COM SER C 20084V306   1,308 82,183 SH   SOLE   82,183 0 0
CREDIT ACCEPTANCE CORP COM 225310101   31,166 155,000 SH   SOLE   155,000 0 0
IRON MTN INC COM 46284V101   62,839 1,674,356 SH   SOLE   1,674,356 0 0
LIBERTY INTERACTIVE CORP COM SER A 53071M104   117,646 5,879,337 SH   SOLE   5,879,337 0 0
LIBERTY VENTURES COM SER A 53071M880   16,545 414,971 SH   SOLE   414,971 0 0
MAXIMUS INC COM 577933104   7,786 137,653 SH   SOLE   137,653 0 0
VALMONT INDUSTRIES INC COM 920253101   89,145 662,445 SH   SOLE   662,445 0 0
WESCO AIRCRAFT HLDG INC COM 950814103   109,794 8,175,308 SH   SOLE   8,175,308 0 0
ZEBRA TECHNOLOGIES CORP COM 989207105   82,081 1,179,162 SH   SOLE   1,179,162 0 0