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
BANK AMER CORP COM 060505104 19,005 750,000 SH   SOLE   750,000 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 63,709 1,454,544 SH   SOLE   1,454,544 0 0
COMMVAULT SYSTEMS INC COM 204166102 30,492 501,505 SH   SOLE   501,505 0 0
CONSTELLATION BRANDS INC CL A 21036P108 51,857 260,000 SH   SOLE   260,000 0 0
DIEBOLD NXDF INC COM 253651103 12,216 534,635 SH   SOLE   534,635 0 0
FACEBOOK INC CL A 30303M102 59,805 350,000 SH   SOLE   350,000 0 0
HUB GROUP INC CL A 443320106 2,148 50,000 SH   SOLE   50,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 61,627 554,800 SH   SOLE   554,800 0 0
KAR AUCTION SVCS INC COM 48238T109 28,644 600,000 SH   SOLE   600,000 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 55,390 2,350,000 SH   SOLE   2,350,000 0 0
LKQ CORP COM 501889208 50,386 1,400,000 SH   SOLE   1,400,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 13,044 324,890 SH   SOLE   324,890 0 0
TRACTOR SUPPLY CO COM 892356106 36,320 573,863 SH   SOLE   573,863 0 0
VISA INC COM CL A 92826C839 31,318 297,586 SH   SOLE   297,586 0 0
WABTEC CORP COM 929740108 40,905 540,000 SH   SOLE   540,000 0 0
WELLS FARGO CO NEW COM 949746101 57,908 1,050,000 SH   SOLE   1,050,000 0 0