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
AIR PRODS & CHEMS INC COM 009158106 28,911 202,088 SH   SOLE   202,088 0 0
CDK GLOBAL INC COM 12508E101 31,147 501,886 SH   SOLE   501,886 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 28,654 85,065 SH   SOLE   85,065 0 0
CORELOGIC INC COM 21871D103 30,854 711,256 SH   SOLE   711,256 0 0
DOLLAR TREE INC COM 256746108 25,237 360,941 SH   SOLE   360,941 0 0
ENVISION HEALTHCARE CORP COM 29414D100 37,402 596,806 SH   SOLE   596,806 0 0
FAIR ISAAC CORP COM 303250104 30,070 215,697 SH   SOLE   215,697 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 29,813 1,233,462 SH   SOLE   1,233,462 0 0
HERC HLDGS INC COM 42704L104 20,198 513,693 SH   SOLE   513,693 0 0
JELD-WEN HLDG INC COM 47580P103 19,476 600,000 SH   SOLE   600,000 0 0
LAMB WESTON HLDGS INC COM 513272104 27,439 623,058 SH   SOLE   623,058 0 0
PAYPAL HLDGS INC COM 70450Y103 25,646 477,850 SH   SOLE   477,850 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 29,016 740,399 SH   SOLE   740,399 0 0
SPS COMM INC COM 78463M107 30,808 483,193 SH   SOLE   483,193 0 0
WORKDAY INC CL A 98138H101 27,066 279,035 SH   SOLE   279,035 0 0