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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AIR PRODS & CHEMS INC COM 009158106 19,533 144,377 SH   SOLE   144,377 0 0
CARTER INC COM 146229109 17,714 197,258 SH   SOLE   197,258 0 0
CDK GLOBAL INC COM 12508E101 20,557 316,215 SH   SOLE   316,215 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 25,097 76,674 SH   SOLE   76,674 0 0
DOLLAR TREE INC COM 256746108 24,519 312,503 SH   SOLE   312,503 0 0
ENVISION HEALTHCARE CORP COM 29414D100 38,083 621,050 SH   SOLE   621,050 0 0
FAIR ISAAC CORP COM 303250104 18,585 144,125 SH   SOLE   144,125 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 15,375 252,669 SH   SOLE   252,669 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 19,831 910,492 SH   SOLE   910,492 0 0
HERC HLDGS INC COM 42704L104 14,122 288,861 SH   SOLE   288,861 0 0
LAMB WESTON HLDGS INC COM 513272104 25,502 606,328 SH   SOLE   606,328 0 0
NEW RELIC INC COM 64829B100 20,955 565,289 SH   SOLE   565,289 0 0
PAYPAL HLDGS INC COM 70450Y103 19,922 463,098 SH   SOLE   463,098 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 25,965 621,908 SH   SOLE   621,908 0 0
SPS COMM INC COM 78463M107 22,254 380,473 SH   SOLE   380,473 0 0
WORKDAY INC CL A 98138H101 26,560 318,922 SH   SOLE   318,922 0 0