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 |
|
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 |
BOB EVANS FARMS INC | COM | 096761101 | 4,360 | 67,215 | SH | SOLE | 67,215 | 0 | 0 | ||
BRINKS CO | COM | 109696104 | 32,012 | 598,924 | SH | SOLE | 598,924 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 16,791 | 280,700 | SH | SOLE | 280,700 | 0 | 0 | ||
COPART INC | COM | 217204106 | 40,501 | 653,988 | SH | SOLE | 653,988 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 16,893 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 18,272 | 442,323 | SH | SOLE | 442,323 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 17,066 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
STEWART INFORMATION SVCS COR | COM | 860372101 | 47,578 | 1,076,918 | SH | SOLE | 1,076,918 | 0 | 0 | ||
THERAVANCE BIOPHARMA INC | COM | G8807B106 | 16,617 | 451,306 | SH | SOLE | 451,306 | 0 | 0 | ||
TRITON INTL LTD | CL A | G9078F107 | 15,605 | 605,082 | SH | SOLE | 605,082 | 0 | 0 | ||
VAREX IMAGING CORP | COM | 92214X106 | 4,675 | 139,125 | SH | SOLE | 139,125 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 27,225 | 920,084 | SH | SOLE | 920,084 | 0 | 0 | ||
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 30,258 | 972,308 | SH | SOLE | 972,308 | 0 | 0 |