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

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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
ASBURY AUTOMOTIVE GROUP INC COM 043436104 33,439 605,446 SH   SOLE   605,446 0 0
SLM CORP COM STK COM 78442P106 33,376 4,641,963 SH   SOLE   4,641,963 0 0
CROWN HOLDINGS INC COM STK COM 228368106 31,264 538,667 SH   SOLE   538,667 0 0
ADVANCED DRA SYS COM 00790R104 28,447 966,264 SH   SOLE   966,264 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 27,599 875,875 SH   SOLE   875,875 0 0
AVID TECHNOLOGY INC COM STK COM 05367P100 26,926 4,000,934 SH   SOLE   4,000,934 0 0
FRONTDOOR INC COM 35905A109 26,822 771,198 SH   SOLE   771,198 0 0
HD SUPPLY HOLDGS COM 40416M105 25,988 914,118 SH   SOLE   914,118 0 0