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
CINEMARK HOLDINGS INC COM 17243V102 119,726 3,412,933 SH   SOLE   3,412,933 0 0
COMMSCOPE HLDG CO INC COM 20337X109 122,228 4,185,174 SH   SOLE   4,185,174 0 0
EQUINIX INC COM PAR $0.001 29444U700 113,083 263,050 SH   SOLE   263,050 0 0
EVERTEC INC COM 30040P103 48,696 2,228,659 SH   SOLE   2,228,659 0 0
INTERXION HOLDING N.V SHS N47279109 88,248 1,413,774 SH   SOLE   1,413,774 0 0
NICE LTD SPONSORED ADR 653656108 30,539 294,297 SH   SOLE   294,297 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 26,196 1,365,098 SH   SOLE   1,365,098 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 106,545 389,460 SH   SOLE   389,460 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 46,366 280,800 SH   SOLE   280,800 0 0