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 |
ACI WORLDWIDE INC | COM | 004498101 | 20,605 | 600,040 | SH | SOLE | 600,040 | 0 | 0 | ||
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 12,863 | 392,290 | SH | SOLE | 392,290 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 36,297 | 1,006,580 | SH | SOLE | 1,006,580 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 12,412 | 160,430 | SH | SOLE | 160,430 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 41,657 | 339,560 | SH | SOLE | 339,560 | 0 | 0 | ||
FIRST DATA CORP NEW | COM CL A | 32008D106 | 22,629 | 835,940 | SH | SOLE | 835,940 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 30,290 | 475,360 | SH | SOLE | 475,360 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 28,281 | 335,120 | SH | SOLE | 335,120 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 30,200 | 573,270 | SH | SOLE | 573,270 | 0 | 0 | ||
NAVIGANT CONSULTING INC | COM | 63935N107 | 19,179 | 827,020 | SH | SOLE | 827,020 | 0 | 0 | ||
OPEN TEXT CORP | COM | 683715106 | 33,118 | 803,830 | SH | SOLE | 803,830 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 11,835 | 203,350 | SH | SOLE | 203,350 | 0 | 0 | ||
PARSONS CORPORATION | COM | 70202L102 | 17,383 | 471,600 | SH | SOLE | 471,600 | 0 | 0 | ||
PERSPECTA INC | COM | 715347100 | 36,087 | 1,541,530 | SH | SOLE | 1,541,530 | 0 | 0 | ||
SOLARWINDS CORP | COM | 83417Q105 | 35,663 | 1,944,560 | SH | SOLE | 1,944,560 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 27,830 | 721,180 | SH | SOLE | 721,180 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 35,482 | 992,220 | SH | SOLE | 992,220 | 0 | 0 | ||
VERRA MOBILITY CORP | COM | 92511U102 | 12,613 | 963,546 | SH | SOLE | 963,546 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 25,718 | 917,190 | SH | SOLE | 917,190 | 0 | 0 |