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 |
AXALTA COATING SYS LTD | COM | G0750C108 | 23,532 | 790,467 | SH | SOLE | 790,467 | 0 | 0 | ||
CONAGRA BRANDS INC | COM | 205887102 | 11,389 | 429,461 | SH | SOLE | 429,461 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 27,908 | 825,683 | SH | SOLE | 825,683 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 21,787 | 161,100 | SH | SOLE | 161,100 | 0 | 0 | ||
FAIR ISAAC CORP | COM | 303250104 | 7,680 | 24,458 | SH | SOLE | 24,458 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 16,380 | 233,499 | SH | SOLE | 233,499 | 0 | 0 | ||
IAA INC | COM | 449253103 | 19,390 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 15,323 | 409,583 | SH | SOLE | 409,583 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 13,948 | 311,890 | SH | SOLE | 311,890 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 14,621 | 663,380 | SH | SOLE | 663,380 | 0 | 0 | ||
VONAGE HLDGS CORP | COM | 92886T201 | 16,646 | 1,469,154 | SH | SOLE | 1,469,154 | 0 | 0 |