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 |
ADVANCED DRAIN SYS INC DEL | COM | 00790r104 | 18,252 | 469,930 | SH | SOLE | 469,930 | 0 | 0 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133t103 | 24,902 | 201,570 | SH | SOLE | 201,570 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 17,525 | 242,190 | SH | SOLE | 242,190 | 0 | 0 | ||
CUSHMAN WAKEFIELD PLC | SHS | g2717b108 | 18,973 | 928,220 | SH | SOLE | 928,220 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 35,302 | 375,350 | SH | SOLE | 375,350 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620m106 | 19,744 | 141,950 | SH | SOLE | 141,950 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 32,532 | 281,349 | SH | SOLE | 281,349 | 0 | 0 | ||
IHS MARKIT LTD | SHS | g47567105 | 25,356 | 336,510 | SH | SOLE | 336,510 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 27,732 | 308,720 | SH | SOLE | 308,720 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 41,618 | 576,350 | SH | SOLE | 576,350 | 0 | 0 | ||
OPEN TEXT CORP | COM | 683715106 | 22,137 | 502,320 | SH | SOLE | 502,320 | 0 | 0 | ||
PARSONS CORPORATION | COM | 70202l102 | 24,672 | 597,680 | SH | SOLE | 597,680 | 0 | 0 | ||
PERSPECTA INC | COM | 715347100 | 23,938 | 905,360 | SH | SOLE | 905,360 | 0 | 0 | ||
R1 RCM INC | COM | 749397105 | 29,380 | 2,263,450 | SH | SOLE | 2,263,450 | 0 | 0 | ||
SOLARWINDS CORP | COM | 83417q105 | 47,542 | 2,562,890 | SH | SOLE | 2,562,890 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467j100 | 45,095 | 734,440 | SH | SOLE | 734,440 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 47,854 | 1,223,570 | SH | SOLE | 1,223,570 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 40,033 | 955,680 | SH | SOLE | 955,680 | 0 | 0 | ||
VERRA MOBILITY CORP | COM | 92511u102 | 27,154 | 1,940,959 | SH | SOLE | 1,940,959 | 0 | 0 |