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 |
| DYCOM INDS INC | COM | 267475101 | 27,526 | 293,584 | SH | SOLE | 293,584 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 16,201 | 332,948 | SH | SOLE | 332,948 | 0 | 0 | ||
| HEIDRICK & STRUGGLES INTL IN | COM | 422819102 | 20,618 | 471,474 | SH | SOLE | 471,474 | 0 | 0 | ||
| IAC INTERACTIVECORP NEW | COM NEW | 44891N208 | 31,073 | 237,721 | SH | SOLE | 237,721 | 0 | 0 | ||
| INVESCO LTD | SHS | G491BT108 | 13,187 | 572,850 | SH | SOLE | 572,850 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 8,686 | 65,676 | SH | SOLE | 65,676 | 0 | 0 | ||
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 21,920 | 863,345 | SH | SOLE | 863,345 | 0 | 0 | ||
| PETIQ INC | COM CL A | 71639T106 | 17,469 | 769,220 | SH | SOLE | 769,220 | 0 | 0 | ||
| TTEC HLDGS INC | COM | 89854H102 | 17,673 | 195,172 | SH | SOLE | 195,172 | 0 | 0 | ||
| UFP TECHNOLOGIES INC | COM | 902673102 | 23,298 | 331,595 | SH | SOLE | 331,595 | 0 | 0 | ||
| AMERCO | COM | 023586100 | 10,434 | 14,367 | SH | SOLE | 14,367 | 0 | 0 | ||