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 |
| NIELSEN N V | COM | N63218106 | 43,652 | 975,900 | SH | SOLE | 975,900 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 42,814 | 781,000 | SH | SOLE | 781,000 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 28,025 | 813,500 | SH | SOLE | 813,500 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 18,580 | 262,800 | SH | SOLE | 262,800 | 0 | 0 | ||
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 17,779 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||