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 11,985 96,320 SH   SOLE   96,320 0 0
ARAMARK COM 03852U106 18,187 575,000 SH   SOLE   575,000 0 0
COLFAX CORP COM 194014106 7,059 147,900 SH   SOLE   147,900 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 18,093 492,200 SH   SOLE   492,200 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 17,998 1,276,449 SH   SOLE   1,276,449 0 0
FIRSTSERVICE CORP SUB VTG SH 33761N109 28,282 437,000 SH   SOLE   437,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 13,878 737,790 SH   SOLE   737,790 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 8,383 287,200 SH   SOLE   287,200 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 2,970 70,707 SH   SOLE   70,707 0 0
LOWES COS INC COM 548661107 12,029 161,700 SH   SOLE   161,700 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 33,725 1,189,600 SH   SOLE   1,189,600 0 0
SP PLUS CORP COM 78469C103 17,515 801,615 SH   SOLE   801,615 0 0
WABCO HLDGS INC COM 92927K102 12,177 99,100 SH   SOLE   99,100 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 11,774 130,140 SH   SOLE   130,140 0 0