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 |
| BOOKING HLDGS INC | COM | 09857L108 | 138,627 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 104,219 | 1,436,717 | SH | SOLE | 1,436,717 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 177,595 | 1,888,300 | SH | SOLE | 1,888,300 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 133,872 | 229,350 | SH | SOLE | 229,350 | 0 | 0 | ||
| EVERTEC INC | COM | 30040P103 | 89,386 | 2,625,922 | SH | SOLE | 2,625,922 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 94,730 | 1,964,935 | SH | SOLE | 1,964,935 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 42,941 | 512,358 | SH | SOLE | 512,358 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 184,966 | 4,643,893 | SH | SOLE | 4,643,893 | 0 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 84,310 | 879,700 | SH | SOLE | 879,700 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 78,562 | 310,350 | SH | SOLE | 310,350 | 0 | 0 | ||