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
ACXIOM CORP COM 005125109 35,514 1,656,458 SH   SOLE   1,656,458 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 45,599 1,329,412 SH   SOLE   1,329,412 0 0
COMMSCOPE HLDG CO INC COM 20337X109 40,344 1,445,000 SH   SOLE   1,445,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 45,565 1,055,467 SH   SOLE   1,055,467 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 36,930 583,317 SH   SOLE   583,317 0 0
HUNT J B TRANS SVCS INC COM 445658107 35,575 422,300 SH   SOLE   422,300 0 0
KIRBY CORP COM 497266106 48,232 800,000 SH   SOLE   800,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 26,006 492,075 SH   SOLE   492,075 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 48,156 1,907,150 SH   SOLE   1,907,150 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 35,182 668,100 SH   SOLE   668,100 0 0
OWENS CORNING NEW COM 690742101 48,540 1,026,643 SH   SOLE   1,026,643 0 0
PRICELINE GRP INC COM NEW 741503403 46,789 36,300 SH   SOLE   36,300 0 0
SCHWAB CHARLES CORP NEW COM 808513105 37,687 1,345,000 SH   SOLE   1,345,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 23,565 371,563 SH   SOLE   371,563 0 0
UNION PAC CORP COM 907818108 36,832 463,000 SH   SOLE   463,000 0 0