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 41,367 1,881,156 SH   SOLE   1,881,156 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 25,861 772,198 SH   SOLE   772,198 0 0
COMMSCOPE HLDG CO INC COM 20337X109 54,283 1,749,367 SH   SOLE   1,749,367 0 0
COMMVAULT SYSTEMS INC COM 204166102 50,270 1,163,925 SH   SOLE   1,163,925 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 31,127 422,462 SH   SOLE   422,462 0 0
HUNT J B TRANS SVCS INC COM 445658107 31,668 391,300 SH   SOLE   391,300 0 0
KIRBY CORP COM 497266106 45,233 725,000 SH   SOLE   725,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 41,848 812,740 SH   SOLE   812,740 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 50,740 2,000,000 SH   SOLE   2,000,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 14,663 475,000 SH   SOLE   475,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 41,737 803,100 SH   SOLE   803,100 0 0
OWENS CORNING NEW COM 690742101 39,407 764,894 SH   SOLE   764,894 0 0
PRICELINE GRP INC COM NEW 741503403 49,936 40,000 SH   SOLE   40,000 0 0
REALOGY HLDGS CORP COM 75605Y106 41,354 1,425,000 SH   SOLE   1,425,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 21,514 850,000 SH   SOLE   850,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 42,476 1,512,680 SH   SOLE   1,512,680 0 0
UNION PAC CORP COM 907818108 16,578 190,000 SH   SOLE   190,000 0 0