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 27,684 168,724 SH   SOLE   168,724 0 0
AMERCO COM 023586100 18,140 48,000 SH   SOLE   48,000 0 0
CDK GLOBAL INC COM 12508E101 24,907 349,424 SH   SOLE   349,424 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 13,427 39,965 SH   SOLE   39,965 0 0
CORELOGIC INC COM 21871D103 27,775 601,060 SH   SOLE   601,060 0 0
COTT CORP QUE COM 22163N106 16,660 1,000,000 SH   SOLE   1,000,000 0 0
FAIR ISAAC CORP COM 303250104 26,703 174,303 SH   SOLE   174,303 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 41,351 1,715,800 SH   SOLE   1,715,800 0 0
INVESTORS BANCORP INC NEW COM 46146L101 13,403 965,669 SH   SOLE   965,669 0 0
ITRON INC COM 465741106 18,519 271,539 SH   SOLE   271,539 0 0
JELD-WEN HLDG INC COM 47580P103 39,421 1,001,301 SH   SOLE   1,001,301 0 0
KEARNY FINL CORP MD COM 48716P108 4,980 344,616 SH   SOLE   344,616 0 0
LAMB WESTON HLDGS INC COM 513272104 20,828 368,971 SH   SOLE   368,971 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 22,892 446,505 SH   SOLE   446,505 0 0
WORKDAY INC CL A 98138H101 32,741 321,806 SH   SOLE   321,806 0 0
SUMMIT MATLS INC CL A 86614U100 30,595 973,131 SH   SOLE   973,131 0 0
ZAYO GROUP HLDGS INC COM 98919V105 27,195 738,988 SH   SOLE   738,988 0 0