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

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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
AMC ENTMT HLDGS INC CL A COM 00165C104 2,675 181,993 SH   SOLE   181,993 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 31,278 1,103,273 SH   SOLE   1,103,273 0 0
CARS COM INC COM 14575E105 21,854 821,256 SH   SOLE   821,256 0 0
CBRE GROUP INC CL A 12504L109 12,270 323,911 SH   SOLE   323,911 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 14,990 137,927 SH   SOLE   137,927 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 28,521 2,734,471 SH   SOLE   2,734,471 0 0
PTC INC COM 69370C100 2,932 52,100 SH   SOLE   52,100 0 0
REALOGY HLDGS CORP COM 75605Y106 4,685 142,188 SH   SOLE   142,188 0 0
ZAYO GROUP HLDGS INC COM 98919V105 26,222 761,824 SH   SOLE   761,824 0 0