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
ABM INDS INC COM 000957100 22,029 754,940 SH   SOLE   754,940 0 0
ALPHABET INC CAP STK CL A 02079K305 25,912 22,947 SH   SOLE   22,947 0 0
ARAMARK COM 03852U106 30,603 824,880 SH   SOLE   824,880 0 0
CANADIAN PAC RY LTD COM 13645T100 15,379 84,030 SH   SOLE   84,030 0 0
CORELOGIC INC COM 21871D103 16,288 313,843 SH   SOLE   313,843 0 0
CSX CORP COM 126408103 8,196 128,500 SH   SOLE   128,500 0 0
DOLLAR TREE INC COM 256746108 35,462 417,200 SH   SOLE   417,200 0 0
ECOLAB INC COM 278865100 23,796 169,570 SH   SOLE   169,570 0 0
FACEBOOK INC CL A 30303M102 31,029 159,680 SH   SOLE   159,680 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 31,579 297,830 SH   SOLE   297,830 0 0
FIRST DATA CORP NEW COM CL A 32008D106 30,685 1,466,080 SH   SOLE   1,466,080 0 0
IHS MARKIT LTD SHS G47567105 30,987 600,630 SH   SOLE   600,630 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 25,302 686,620 SH   SOLE   686,620 0 0
MASONITE INTL CORP NEW COM 575385109 25,917 360,710 SH   SOLE   360,710 0 0
NAVIGANT CONSULTING INC COM 63935N107 12,883 581,869 SH   SOLE   581,869 0 0
PERSPECTA INC COM 715347100 9,739 473,910 SH   SOLE   473,910 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 41,050 2,214,110 SH   SOLE   2,214,110 0 0
US FOODS HLDG CORP COM 912008109 31,208 825,180 SH   SOLE   825,180 0 0
WILLIAMS COS INC DEL COM 969457100 19,487 718,810 SH   SOLE   718,810 0 0