The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ABM INDS INC | COM | 000957100 | 31,220 | 932,490 | SH | SOLE | 932,490 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 28,635 | 27,610 | SH | SOLE | 27,610 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 35,037 | 885,660 | SH | SOLE | 885,660 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 15,084 | 85,460 | SH | SOLE | 85,460 | 0 | 0 | ||
| CORELOGIC INC | COM | 21871D103 | 14,191 | 313,750 | SH | SOLE | 313,750 | 0 | 0 | ||
| COTIVITI HLDGS INC | COM | 22164K101 | 13,149 | 381,800 | SH | SOLE | 381,800 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 6,446 | 115,710 | SH | SOLE | 115,710 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 23,764 | 250,410 | SH | SOLE | 250,410 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 30,506 | 222,560 | SH | SOLE | 222,560 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 23,627 | 147,860 | SH | SOLE | 147,860 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 28,250 | 293,350 | SH | SOLE | 293,350 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 19,988 | 1,249,260 | SH | SOLE | 1,249,260 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 34,724 | 719,810 | SH | SOLE | 719,810 | 0 | 0 | ||
| LUXOFT HLDG INC | ORD SHS CL A | G57279104 | 16,189 | 395,330 | SH | SOLE | 395,330 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 23,622 | 385,030 | SH | SOLE | 385,030 | 0 | 0 | ||
| NAVIGANT CONSULTING INC | COM | 63935N107 | 22,604 | 1,174,824 | SH | SOLE | 1,174,824 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 9,951 | 171,890 | SH | SOLE | 171,890 | 0 | 0 | ||
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 32,702 | 2,001,360 | SH | SOLE | 2,001,360 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 30,335 | 925,690 | SH | SOLE | 925,690 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 7,046 | 283,415 | SH | SOLE | 283,415 | 0 | 0 | ||