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

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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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 95,443 2,925,000 SH   DFND   2,925,000 0 0
ACI WORLDWIDE INC COM 004498101 67,969 2,998,180 SH   DFND   2,998,180 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 106,950 3,000,000 SH   DFND   3,000,000 0 0
BROADSOFT INC COM 11133B409 68,625 1,250,000 SH   DFND   1,250,000 0 0
CBIZ INC COM 124805102 39,629 2,565,000 SH   DFND   2,565,000 0 0
COTT CORP QUE COM 22163N106 25,257 1,516,044 SH   DFND   1,516,044 0 0
EBIX INC COM NEW 278715206 39,965 504,288 SH   DFND   504,288 0 0
ILG INC COM 44967H101 8,544 300,000 SH   DFND   300,000 0 0
MAXIMUS INC COM 577933104 22,852 319,252 SH   DFND   319,252 0 0
NETSCOUT SYS INC COM 64115T104 43,071 1,414,469 SH   DFND   1,414,469 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 91,690 1,172,500 SH   DFND   1,172,500 0 0
SHUTTERFLY INC COM 82568P304 77,452 1,556,828 SH   DFND   1,556,828 0 0
SP PLUS CORP COM 78469C103 41,289 1,112,900 SH   DFND   1,112,900 0 0
STAMPS COM INC COM NEW 852857200 118,988 632,914 SH   DFND   632,914 0 0