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
LOGMEIN INC COM 54142L109 21,128 191,987 SH   SOLE   191,987 0 0
SYMANTEC CORP COM 871503108 19,909 606,798 SH   SOLE   606,798 0 0
EXTREME NETWORKS INC COM 30226D106 19,093 1,605,789 SH   SOLE   1,605,789 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 17,691 626,213 SH   SOLE   626,213 0 0
AERCAP HOLDINGS NV SHS N00985106 15,261 298,584 SH   SOLE   298,584 0 0
VIAVI SOLUTIONS INC COM 925550105 15,030 1,588,820 SH   SOLE   1,588,820 0 0
SIMPLY GOOD FOODS CO COM 82900L102 12,171 1,039,400 SH   SOLE   1,039,400 0 0
JELD-WEN HLDG INC COM 47580P103 11,803 332,286 SH   SOLE   332,286 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,731 29,529 SH   SOLE   29,529 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 9,970 104,870 SH   SOLE   104,870 0 0
ATHENE HLDG LTD CL A G0684D107 9,013 167,407 SH   SOLE   167,407 0 0
COTT CORP QUE COM 22163N106 8,255 549,988 SH   SOLE   549,988 0 0
T MOBILE US INC COM 872590104 7,915 128,366 SH   SOLE   128,366 0 0
CISION LTD SHS G1992S109 5,730 440,069 SH   SOLE   440,069 0 0
ADTALEM GLOBAL ED INC COM 00737L103 5,092 142,047 SH   SOLE   142,047 0 0
ITRON INC COM 465741106 4,772 61,608 SH   SOLE   61,608 0 0
FCB FINL HLDGS INC CL A 30255G103 4,106 85,017 SH   SOLE   85,017 0 0
HAEMONETICS CORP COM 405024100 3,292 73,366 SH   SOLE   73,366 0 0
ARDAGH GROUP S A CL A L0223L101 1,606 75,020 SH   SOLE   75,020 0 0