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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 22,303 | 147,488 | SH | SOLE | 147,488 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 12,814 | 203,109 | SH | SOLE | 203,109 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 30,227 | 83,174 | SH | SOLE | 83,174 | 0 | 0 | ||
| CORELOGIC INC | COM | 21871D103 | 31,393 | 679,200 | SH | SOLE | 679,200 | 0 | 0 | ||
| ENVISION HEALTHCARE CORP | COM | 29414D100 | 26,713 | 594,279 | SH | SOLE | 594,279 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 34,829 | 247,895 | SH | SOLE | 247,895 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 38,105 | 1,493,743 | SH | SOLE | 1,493,743 | 0 | 0 | ||
| HERC HLDGS INC | COM | 42704L104 | 14,507 | 295,288 | SH | SOLE | 295,288 | 0 | 0 | ||
| JELD-WEN HLDG INC | COM | 47580P103 | 29,863 | 840,724 | SH | SOLE | 840,724 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 29,303 | 624,926 | SH | SOLE | 624,926 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 27,037 | 578,572 | SH | SOLE | 578,572 | 0 | 0 | ||
| SPS COMM INC | COM | 78463M107 | 29,029 | 511,882 | SH | SOLE | 511,882 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 32,250 | 306,004 | SH | SOLE | 306,004 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 28,025 | 874,973 | SH | SOLE | 874,973 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 22,373 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||