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
BLACKHAWK NETWORK HOLDINGS COM 09238E104 35,320 806,384 SH   SOLE   806,384 0 0
CARTERS INC COM 146229109 17,785 180,100 SH   SOLE   180,100 0 0
CLEAN HARBORS INC COM 184496107 13,230 233,328 SH   SOLE   233,328 0 0
GENERAC HOLDINGS INC COM 368736104 9,154 199,300 SH   SOLE   199,300 0 0
MONRO MUFFLER BRAKE INC COM 610236101 19,993 356,700 SH   SOLE   356,700 0 0
OUTFRONT MEDIA INC COM 69007J106 3,643 144,665 SH   SOLE   144,665 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 26,373 381,117 SH   SOLE   381,117 0 0