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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FERGUSON PLC NEW SHS G3421J106   15,715,625 117,500 SH   SOLE   117,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   8,133,201 149,700 SH   SOLE   149,700 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   16,264,224 714,283 SH   SOLE   714,283 0 0
US FOODS HLDG CORP COM 912008109   24,024,816 650,374 SH   SOLE   650,374 0 0