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
ADVISORY BRD CO COM 00762W107 18,226 515,000 SH   SOLE   515,000 0 0
ANIXTER INTL INC COM 035290105 2,692 50,523 SH   SOLE   50,523 0 0
AXALTA COATING SYS LTD COM G0750C108 33,072 1,246,602 SH   SOLE   1,246,602 0 0
BERRY PLASTICS GROUP INC COM 08579W103 16,085 414,033 SH   SOLE   414,033 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 32,372 808,100 SH   SOLE   808,100 0 0
COMMSCOPE HLDG CO INC COM 20337X109 44,460 1,432,800 SH   SOLE   1,432,800 0 0
EVERTEC INC COM 30040P103 34,305 2,207,525 SH   SOLE   2,207,525 0 0
INTERXION HOLDING N.V SHS N47279109 78,322 2,123,700 SH   SOLE   2,123,700 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 3,478 107,038 SH   SOLE   107,038 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 34,033 1,187,900 SH   SOLE   1,187,900 0 0
NICE LTD SPONSORED ADR 653656108 54,445 852,700 SH   SOLE   852,700 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 18,754 2,350,186 SH   SOLE   2,350,186 0 0