The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
CARMAX INC COM 143130102 22,150 357,600 SH   OTR   0 357,600 0
CORNERSTONE ONDEMAND INC COM 21925Y103 27,818 711,270 SH   OTR   0 711,270 0
DAVE & BUSTERS ENTMT INC COM 238337109 25,278 605,600 SH   OTR   0 605,600 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,640 248,290 SH   OTR   0 248,290 0
DICKS SPORTING GOODS INC COM 253393102 13,098 373,700 SH   OTR   0 373,700 0
ENSCO PLC SHS CLASS A G3157S106 5,119 1,166,000 SH   OTR   0 1,166,000 0
IMPERVA INC COM 45321L100 21,029 485,662 SH   OTR   0 485,662 0
MACERICH CO COM 554382101 11,308 201,850 SH   OTR   0 201,850 0
MASTEC INC COM 576323109 4,705 100,000 SH Put OTR   0 100,000 0
MICROSTRATEGY INC CL A NEW 594972408 6,346 49,199 SH   OTR   0 49,199 0
NOMAD FOODS LTD USD ORD SHS G6564A105 19,290 1,225,545 SH   OTR   0 1,225,545 0
OPEN TEXT CORP COM 683715106 14,012 402,655 SH   OTR   0 402,655 0
TABLEAU SOFTWARE INC CL A 87336U105 30,482 377,161 SH   OTR   0 377,161 0
TEMPUR SEALY INTL INC COM 88023U101 12,935 285,611 SH   OTR   0 285,611 0
TRANSOCEAN LTD REG SHS H8817H100 7,759 783,708 SH   OTR   0 783,708 0
U S G CORP COM NEW 903293405 2,028 50,177 SH   OTR   0 50,177 0
WOODWARD INC COM 980745103 3,873 54,050 SH   OTR   0 54,050 0