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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
APPLE INC COM 037833100 15,033 161,770 SH   SOLE   161,770 0 0
ARAMARK COM 03852U106 10,688 413,000 SH   SOLE   413,000 0 0
COLFAX CORP COM 194014106 11,024 147,900 SH   SOLE   147,900 0 0
DOLLAR GEN CORP NEW COM 256677105 8,266 144,100 SH   SOLE   144,100 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 16,124 492,200 SH   SOLE   492,200 0 0
FIRSTSERVICE CORP SUB VTG SH 33761N109 22,148 437,000 SH   SOLE   437,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 29,452 627,700 SH   SOLE   627,700 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 11,330 385,900 SH   SOLE   385,900 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 1,169 15,844 SH   SOLE   15,844 0 0
LOWES COS INC COM 548661107 12,271 255,700 SH   SOLE   255,700 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 23,331 1,085,655 SH   SOLE   1,085,655 0 0
SP PLUS CORP COM 78469C103 17,147 801,615 SH   SOLE   801,615 0 0
WABCO HLDGS INC COM 92927K102 10,586 99,100 SH   SOLE   99,100 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 12,539 165,600 SH   SOLE   165,600 0 0