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 | 27,415 | 629,080 | SH | SOLE | 629,080 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 16,777 | 242,190 | SH | SOLE | 242,190 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 35,810 | 313,680 | SH | SOLE | 313,680 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 33,555 | 252,750 | SH | SOLE | 252,750 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 26,238 | 253,289 | SH | SOLE | 253,289 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 22,506 | 336,510 | SH | SOLE | 336,510 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 25,036 | 273,620 | SH | SOLE | 273,620 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 34,680 | 597,930 | SH | SOLE | 597,930 | 0 | 0 | ||
OPEN TEXT CORP | COM | 683715106 | 27,905 | 683,780 | SH | SOLE | 683,780 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 10,009 | 158,364 | SH | SOLE | 158,364 | 0 | 0 | ||
PARSONS CORPORATION | COM | 70202L102 | 17,691 | 536,405 | SH | SOLE | 536,405 | 0 | 0 | ||
PERSPECTA INC | COM | 715347100 | 44,916 | 1,719,600 | SH | SOLE | 1,719,600 | 0 | 0 | ||
SOLARWINDS CORP | COM | 83417Q105 | 45,691 | 2,476,490 | SH | SOLE | 2,476,490 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 32,571 | 631,580 | SH | SOLE | 631,580 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 35,759 | 1,052,340 | SH | SOLE | 1,052,340 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 37,428 | 910,650 | SH | SOLE | 910,650 | 0 | 0 | ||
VERRA MOBILITY CORP | COM | 92511U102 | 17,653 | 1,230,160 | SH | SOLE | 1,230,160 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 24,637 | 1,023,970 | SH | SOLE | 1,023,970 | 0 | 0 |