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 |
| CAPELLA EDUCATION CO | COM | 139594105 | 29,726 | 474,857 | SH | SOLE | 474,857 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 73,968 | 2,382,210 | SH | SOLE | 2,382,210 | 0 | 0 | ||
| CORRECTIONS CORP | COM NEW | 22025Y407 | 44,247 | 1,287,751 | SH | SOLE | 1,287,751 | 0 | 0 | ||
| COVANTA HOLDING CORP | COM | 22282E102 | 67,037 | 3,159,161 | SH | SOLE | 3,159,161 | 0 | 0 | ||
| IRON MTN INC | COM | 462846106 | 63,150 | 1,934,151 | SH | SOLE | 1,934,151 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 82,187 | 2,881,742 | SH | SOLE | 2,881,742 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 24,467 | 170,513 | SH | SOLE | 170,513 | 0 | 0 | ||
| VALMONT INDUSTRIES INC | COM | 920253101 | 13,415 | 99,421 | SH | SOLE | 99,421 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 75,028 | 1,361,169 | SH | SOLE | 1,361,169 | 0 | 0 | ||
| WESCO AIRCRAFT HLDG INC | COM | 950814103 | 99,925 | 5,742,827 | SH | SOLE | 5,742,827 | 0 | 0 | ||