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 |
ARAMARK | COM | 03852U106 | 17,411 | 589,200 | SH | SOLE | 589,200 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 14,484 | 810,999 | SH | SOLE | 810,999 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 19,080 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
CONAGRA BRANDS INC | COM | 205887102 | 36,489 | 1,315,400 | SH | SOLE | 1,315,400 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 39,773 | 1,240,200 | SH | SOLE | 1,240,200 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 25,276 | 213,300 | SH | SOLE | 213,300 | 0 | 0 | ||
FAIR ISAAC CORP | COM | 303250104 | 17,921 | 65,977 | SH | SOLE | 65,977 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 16,201 | 215,461 | SH | SOLE | 215,461 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 14,001 | 399,446 | SH | SOLE | 399,446 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 23,978 | 170,759 | SH | SOLE | 170,759 | 0 | 0 | ||
PLURALSIGHT INC | COM CL A | 72941B106 | 14,632 | 461,000 | SH | SOLE | 461,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 22,710 | 50,024 | SH | SOLE | 50,024 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 15,170 | 684,580 | SH | SOLE | 684,580 | 0 | 0 |