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 |
| BIOVERATIV INC | COM | 09075E100 | 4,714 | 78,337 | SH | SOLE | 78,337 | 0 | 0 | ||
| BOB EVANS FARMS INC | COM | 096761101 | 4,828 | 67,215 | SH | SOLE | 67,215 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 40,128 | 598,924 | SH | SOLE | 598,924 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 12,620 | 188,700 | SH | SOLE | 188,700 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 37,559 | 1,181,476 | SH | SOLE | 1,181,476 | 0 | 0 | ||
| CSRA INC | COM | 12650T104 | 13,494 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 1,693 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 7,786 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LCI INDS | COM | 50189K103 | 2,048 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 15,996 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 12,646 | 327,100 | SH | SOLE | 327,100 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 14,230 | 183,252 | SH | SOLE | 183,252 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 16,359 | 98,986 | SH | SOLE | 98,986 | 0 | 0 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 3,202 | 61,502 | SH | SOLE | 61,502 | 0 | 0 | ||
| STEWART INFORMATION SVCS COR | COM | 860372101 | 30,759 | 677,808 | SH | SOLE | 677,808 | 0 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 10,449 | 81,854 | SH | SOLE | 81,854 | 0 | 0 | ||
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 17,980 | 451,306 | SH | SOLE | 451,306 | 0 | 0 | ||
| TRITON INTL LTD | CL A | G9078F107 | 20,234 | 605,082 | SH | SOLE | 605,082 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 9,928 | 327,874 | SH | SOLE | 327,874 | 0 | 0 | ||
| WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 23,540 | 856,308 | SH | SOLE | 856,308 | 0 | 0 | ||