The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 125,088 | 1,600,000 | SH | DFND | 1,600,000 | 0 | 0 | ||
ACI WORLDWIDE INC | COM | 004498101 | 41,841 | 2,001,962 | SH | DFND | 2,001,962 | 0 | 0 | ||
AVIENT CORPORATION | COM | 05368V106 | 36,434 | 1,202,435 | SH | DFND | 1,202,435 | 0 | 0 | ||
BLACKBAUD INC | COM | 09227Q100 | 60,245 | 1,367,345 | SH | DFND | 1,367,345 | 0 | 0 | ||
BLUCORA INC | COM | 095229100 | 44,482 | 2,300,000 | SH | DFND | 2,300,000 | 0 | 0 | ||
BRINKS CO | COM | 109696104 | 38,681 | 798,533 | SH | DFND | 798,533 | 0 | 0 | ||
CBIZ INC | COM | 124805102 | 149,132 | 3,486,031 | SH | DFND | 3,486,031 | 0 | 0 | ||
ENVESTNET INC | COM | 29404K106 | 7,770 | 175,000 | SH | DFND | 175,000 | 0 | 0 | ||
EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 37,481 | 1,133,375 | SH | DFND | 1,133,375 | 0 | 0 | ||
FULLER H B CO | COM | 359694106 | 51,615 | 858,813 | SH | DFND | 858,813 | 0 | 0 | ||
INOTIV INC | COM | 45783Q100 | 12,060 | 715,705 | SH | DFND | 715,705 | 0 | 0 | ||
LIVANOVA PLC | SHS | G5509L101 | 43,155 | 850,000 | SH | DFND | 850,000 | 0 | 0 | ||
MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | 30,839 | 4,128,425 | SH | DFND | 4,128,425 | 0 | 0 | ||
OUTFRONT MEDIA INC | COM | 69007J106 | 33,418 | 2,200,000 | SH | DFND | 2,200,000 | 0 | 0 | ||
PREMIER INC | CL A | 74051N102 | 18,063 | 532,201 | SH | DFND | 532,201 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 12,550 | 1,000,000 | SH | DFND | 1,000,000 | 0 | 0 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 24,999 | 240,056 | SH | DFND | 240,056 | 0 | 0 | ||
TENNANT CO | COM | 880345103 | 34,761 | 614,583 | SH | DFND | 614,583 | 0 | 0 | ||
UPLAND SOFTWARE INC | COM | 91544A109 | 7,724 | 950,000 | SH | DFND | 950,000 | 0 | 0 |