The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| R1 RCM INC. | Common | 749397105 | 31,588 | 3,109,051 | SH | SOLE | 3,109,051 | 0 | 0 | ||
| TIVO CORP | Common | 88870P106 | 12,431 | 998,486 | SH | SOLE | 998,486 | 0 | 0 | ||
| PAPA JOHNS INT'L INC | Common | 698813102 | 10,317 | 201,200 | SH | SOLE | 201,200 | 0 | 0 | ||
| EW SCRIPPS CO. | Common | 811054402 | 7,153 | 433,529 | SH | SOLE | 433,529 | 0 | 0 | ||
| BUNGE LIMITED | Common | G16962105 | 6,631 | 96,500 | SH | SOLE | 96,500 | 0 | 0 | ||
| CAMPBELL SOUP CO. | Common | 134429109 | 6,004 | 163,929 | SH | SOLE | 163,929 | 0 | 0 | ||
| ATHENAHEALTH INC. | Common | 04685W103 | 5,237 | 39,200 | SH | SOLE | 39,200 | 0 | 0 | ||
| NIELSON HOLDINGS PLC | Common | G6518L108 | 4,685 | 169,400 | SH | SOLE | 169,400 | 0 | 0 | ||
| TRIBUNE MEDIA CO. | Common | 896047503 | 4,073 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||
| DAVE AND BUSTERS ENTERTAINMENT INC. | Common | 238337109 | 3,973 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| GENWORTH FINANCIAL INC. | Common | 37247D106 | 2,717 | 651,631 | SH | SOLE | 651,631 | 0 | 0 | ||
| CLEAR CHANNEL OUTDOOR HOLDING CO. | Common | 18451C109 | 625 | 104,982 | SH | SOLE | 104,982 | 0 | 0 | ||
| KMG CHEMICALS INC. | Common | 482564101 | 565 | 7,472 | SH | SOLE | 7,472 | 0 | 0 | ||