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
CANADIAN PAC RY LTD COM 13645T100 9,955 54,490 SH   SOLE   54,490 0 0
CARTER INC COM 146229109 11,801 127,625 SH   SOLE   127,625 0 0
CDK GLOBAL INC COM 12508E101 13,290 284,207 SH   SOLE   284,207 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 20,415 105,718 SH   SOLE   105,718 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 16,280 342,880 SH   SOLE   342,880 0 0
GRACE W R & CO DEL NEW COM 38388F108 12,896 130,430 SH   SOLE   130,430 0 0
IMPAX LABORATORIES INC COM 45256B101 13,717 292,660 SH   SOLE   292,660 0 0
KATE SPADE & CO COM 485865109 10,644 318,788 SH   SOLE   318,788 0 0
MONSANTO CO NEW COM 61166W101 5,179 46,017 SH   SOLE   46,017 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 9,748 169,670 SH   SOLE   169,670 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 12,442 238,301 SH   SOLE   238,301 0 0
TRINET GROUP INC COM 896288107 21,271 603,761 SH   SOLE   603,761 0 0