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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
ANALOG DEVICES INC COM 032654105 11,190 122,788 SH   SOLE   122,788 0 0
CARS COM INC COM 14575E105 21,519 759,581 SH   SOLE   759,581 0 0
LAM RESEARCH CORP COM 512807108 12,076 59,442 SH   SOLE   59,442 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 29,520 2,888,446 SH   SOLE   2,888,446 0 0
ZAYO GROUP HLDGS INC COM 98919V105 21,743 636,512 SH   SOLE   636,512 0 0