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 |
| ANALOG DEVICES INC | COM | 032654105 | 1,463 | 18,800 | SH | SOLE | 18,800 | 0 | 0 | ||
| BLUE BUFFALO PET PRODS INC | COM | 09531U102 | 8,858 | 388,343 | SH | SOLE | 388,343 | 0 | 0 | ||
| CARS COM INC | COM | 14575E105 | 20,842 | 782,662 | SH | SOLE | 782,662 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 11,010 | 302,482 | SH | SOLE | 302,482 | 0 | 0 | ||
| EMERALD EXPOSITIONS EVENTS I | COM | 29103B100 | 13,175 | 601,619 | SH | SOLE | 601,619 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 15,719 | 150,210 | SH | SOLE | 150,210 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 34,986 | 2,927,739 | SH | SOLE | 2,927,739 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 4,614 | 142,188 | SH | SOLE | 142,188 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 7,221 | 169,023 | SH | SOLE | 169,023 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 29,624 | 958,703 | SH | SOLE | 958,703 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 13,372 | 214,361 | SH | SOLE | 214,361 | 0 | 0 | ||