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 11,864 442,700 SH   SOLE   442,700 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 52,647 1,397,411 SH   SOLE   1,397,411 0 0
CBOE HLDGS INC COM 12503M108 31,974 432,723 SH   SOLE   432,723 0 0
COMMSCOPE HLDG CO INC COM 20337X109 45,470 1,222,300 SH   SOLE   1,222,300 0 0
COMMVAULT SYSTEMS INC COM 204166102 50,115 975,000 SH   SOLE   975,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 43,493 575,000 SH   SOLE   575,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 53,874 555,000 SH   SOLE   555,000 0 0
KAR AUCTION SVCS INC COM 48238T109 47,262 1,108,914 SH   SOLE   1,108,914 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 33,570 595,635 SH   SOLE   595,635 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 28,939 1,448,399 SH   SOLE   1,448,399 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 22,760 670,989 SH   SOLE   670,989 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 5,062 200,000 SH   SOLE   200,000 0 0
PRICELINE GRP INC COM NEW 741503403 47,647 32,500 SH   SOLE   32,500 0 0
SCHWAB CHARLES CORP NEW COM 808513105 35,523 900,000 SH   SOLE   900,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 41,115 1,437,570 SH   SOLE   1,437,570 0 0
VISA INC COM CL A 92826C839 60,466 775,000 SH   SOLE   775,000 0 0
WABTEC CORP COM 929740108 43,170 520,000 SH   SOLE   520,000 0 0