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 |
ARAMARK | COM | 03852U106 | 40,609 | 943,960 | SH | SOLE | 943,960 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 16,242 | 259,630 | SH | SOLE | 259,630 | 0 | 0 | ||
CORELOGIC INC | COM | 21871D103 | 20,531 | 415,530 | SH | SOLE | 415,530 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 21,893 | 268,460 | SH | SOLE | 268,460 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 25,213 | 393,340 | SH | SOLE | 393,340 | 0 | 0 | ||
ECOLAB INC | COM | 278865100 | 17,272 | 110,170 | SH | SOLE | 110,170 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 30,361 | 184,610 | SH | SOLE | 184,610 | 0 | 0 | ||
FIRST DATA CORP NEW | COM CL A | 32008D106 | 26,908 | 1,099,650 | SH | SOLE | 1,099,650 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 25,001 | 229,220 | SH | SOLE | 229,220 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 22,319 | 18,490 | SH | SOLE | 18,490 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 27,577 | 511,070 | SH | SOLE | 511,070 | 0 | 0 | ||
LUXOFT HLDG INC | ORD SHS CL A | G57279104 | 31,131 | 657,470 | SH | SOLE | 657,470 | 0 | 0 | ||
NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 15,188 | 549,090 | SH | SOLE | 549,090 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 16,712 | 307,950 | SH | SOLE | 307,950 | 0 | 0 | ||
OPEN TEXT CORP | COM | 683715106 | 22,092 | 580,760 | SH | SOLE | 580,760 | 0 | 0 | ||
PERSPECTA INC | COM | 715347100 | 33,480 | 1,301,730 | SH | SOLE | 1,301,730 | 0 | 0 | ||
TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 17,692 | 1,048,740 | SH | SOLE | 1,048,740 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 29,018 | 941,532 | SH | SOLE | 941,532 | 0 | 0 | ||
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 26,122 | 185,340 | SH | SOLE | 185,340 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 18,632 | 685,260 | SH | SOLE | 685,260 | 0 | 0 |