The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 24,801 | 930,604 | SH | SOLE | 930,604 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 48,929 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| COMMVAULT SYSTEMS INC | COM | 204166102 | 42,504 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 29,942 | 427,802 | SH | SOLE | 427,802 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 25,035 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 44,627 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 40,955 | 948,900 | SH | SOLE | 948,900 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 38,992 | 840,710 | SH | SOLE | 840,710 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 34,017 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 31,885 | 954,364 | SH | SOLE | 954,364 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 27,146 | 506,738 | SH | SOLE | 506,738 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 41,202 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 37,399 | 1,446,200 | SH | SOLE | 1,446,200 | 0 | 0 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 37,884 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 16,680 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 35,773 | 1,112,680 | SH | SOLE | 1,112,680 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 41,350 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 37,967 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||