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
CANADIAN PAC RY LTD COM 13645T100 16,351 102,046 SH   SOLE   102,046 0 0
CARTER INC COM 146229109 11,675 109,830 SH   SOLE   109,830 0 0
CDK GLOBAL INC COM 12508E101 15,182 281,250 SH   SOLE   281,250 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 24,374 142,329 SH   SOLE   142,329 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 15,508 338,453 SH   SOLE   338,453 0 0
GRACE W R & CO DEL NEW COM 38388F108 15,948 159,001 SH   SOLE   159,001 0 0
IMPAX LABORATORIES INC COM 45256B101 21,932 477,620 SH   SOLE   477,620 0 0
KATE SPADE & CO COM 485865109 8,370 388,591 SH   SOLE   388,591 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 3,452 65,453 SH   SOLE   65,453 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 17,511 317,754 SH   SOLE   317,754 0 0
TRINET GROUP INC COM 896288107 18,759 739,992 SH   SOLE   739,992 0 0