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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 13,620 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 13,165 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 28,594 | 400,759 | SH | SOLE | 400,759 | 0 | 0 | ||
| CARDTRONICS PLC | SHS CL A | G1991C105 | 3,726 | 167,008 | SH | SOLE | 167,008 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 8,678 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 4,050 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 46,577 | 914,530 | SH | SOLE | 914,530 | 0 | 0 | ||
| ENERGIZER HLDGS INC NEW | COM | 29272W109 | 23,667 | 397,230 | SH | SOLE | 397,230 | 0 | 0 | ||
| FRANKS INTL N V | COM | N33462107 | 7,348 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 16,994 | 324,378 | SH | SOLE | 324,378 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 13,556 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 9,809 | 308,549 | SH | SOLE | 308,549 | 0 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 10,039 | 53,637 | SH | SOLE | 53,637 | 0 | 0 | ||
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 9,689 | 399,537 | SH | SOLE | 399,537 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 9,588 | 234,477 | SH | SOLE | 234,477 | 0 | 0 | ||
| TRITON INTL LTD | CL A | G9078F107 | 6,120 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| UNIVAR INC | COM | 91336L107 | 1,718 | 61,924 | SH | SOLE | 61,924 | 0 | 0 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 14,783 | 142,140 | SH | SOLE | 142,140 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 12,559 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 15,656 | 789,093 | SH | SOLE | 789,093 | 0 | 0 | ||