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
ADVANCED DRAIN SYS INC DEL COM 00790R104 10,021 494,882 SH   SOLE   494,882 0 0
AIR PRODS & CHEMS INC COM 009158106 18,815 124,422 SH   SOLE   124,422 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 14,649 192,500 SH Call SOLE   192,500 0 0
COMCAST CORP NEW CL A 20030N101 40,354 1,048,700 SH   SOLE   1,048,700 0 0
DOVER CORP COM 260003108 12,032 131,656 SH   SOLE   131,656 0 0
EXPEDIA INC DEL COM NEW 30212P303 11,983 83,250 SH   SOLE   83,250 0 0
GARDNER DENVER HLDGS INC COM 36555P107 14,015 509,250 SH   SOLE   509,250 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 6,183 565,700 SH Call SOLE   565,700 0 0
ILG INC COM 44967H101 6,546 244,903 SH   SOLE   244,903 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 5,474 150,000 SH   SOLE   150,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 32,113 843,073 SH   SOLE   843,073 0 0
MSC INDL DIRECT INC CL A 553530106 6,537 86,500 SH Call SOLE   86,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 27,429 429,378 SH   SOLE   429,378 0 0
SEALED AIR CORP NEW COM 81211K100 13,282 310,903 SH   SOLE   310,903 0 0
SNAP INC CL A 83304A106 427 29,370 SH   SOLE   29,370 0 0
TREEHOUSE FOODS INC COM 89469A104 14,530 214,521 SH   SOLE   214,521 0 0