The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AUTOZONE INC | COM | 053332102 | 45,228 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| BLUE BUFFALO PET PRODS INC | COM | 09531U102 | 19,312 | 681,208 | SH | SOLE | 681,208 | 0 | 0 | ||
| CINEMARK HOLDINGS INC | COM | 17243V102 | 55,083 | 1,521,216 | SH | SOLE | 1,521,216 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 107,819 | 3,246,583 | SH | SOLE | 3,246,583 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 84,412 | 1,093,273 | SH | SOLE | 1,093,273 | 0 | 0 | ||
| EVERTEC INC | COM | 30040P103 | 58,650 | 3,700,305 | SH | SOLE | 3,700,305 | 0 | 0 | ||
| HOUGHTON MIFFLIN HARCOURT CO | COM | 44157R109 | 62,934 | 5,222,757 | SH | SOLE | 5,222,757 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 107,219 | 2,105,222 | SH | SOLE | 2,105,222 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 78,756 | 2,322,500 | SH | SOLE | 2,322,500 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 89,565 | 1,101,520 | SH | SOLE | 1,101,520 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 45,066 | 3,093,043 | SH | SOLE | 3,093,043 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 38,413 | 178,360 | SH | SOLE | 178,360 | 0 | 0 | ||
| REGAL ENTMT GROUP | CL A | 758766109 | 49,769 | 3,110,567 | SH | SOLE | 3,110,567 | 0 | 0 | ||