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
APTIV PLC SHS G6095L109 17,983 196,253 SH   SOLE   196,253 0 0
ARAMARK COM 03852U106 10,982 296,018 SH   SOLE   296,018 0 0
AT HOME GROUP INC COM 04650Y100 12,920 330,000 SH   SOLE   330,000 0 0
BIO RAD LABS INC CL A 090572207 14,649 50,771 SH   SOLE   50,771 0 0
CERIDIAN HCM HLDG INC COM 15677J108 3,225 97,160 SH   SOLE   97,160 0 0
CONAGRA BRANDS INC COM 205887102 10,362 290,000 SH   SOLE   290,000 0 0
COTT CORP QUE COM 22163N106 13,708 828,308 SH   SOLE   828,308 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 1,695 224,558 SH   SOLE   224,558 0 0
FULLER H B CO COM 359694106 5,636 105,000 SH Call SOLE   105,000 0 0
FULLER H B CO COM 359694106 20,828 388,000 SH   SOLE   388,000 0 0
GODADDY INC CL A 380237107 26,839 380,158 SH   SOLE   380,158 0 0
LPL FINL HLDGS INC COM 50212V100 25,617 390,864 SH   SOLE   390,864 0 0
MGM RESORTS INTERNATIONAL COM 552953101 14,814 510,311 SH   SOLE   510,311 0 0
NORTHROP GRUMMAN CORP COM 666807102 43,905 142,689 SH   SOLE   142,689 0 0
PAYLOCITY HLDG CORP COM 70438V106 6,510 110,600 SH   SOLE   110,600 0 0
RPM INTL INC COM 749685103 10,206 175,000 SH   SOLE   175,000 0 0
SHERWIN WILLIAMS CO COM 824348106 47,580 116,741 SH   SOLE   116,741 0 0
SUMMIT MATLS INC CL A 86614U100 19,797 754,188 SH   SOLE   754,188 0 0
TRANSDIGM GROUP INC COM 893641100 22,437 65,007 SH   SOLE   65,007 0 0
US FOODS HLDG CORP COM 912008109 30,557 807,965 SH   SOLE   807,965 0 0
VERISK ANALYTICS INC COM 92345Y106 14,557 135,242 SH   SOLE   135,242 0 0
VISA INC COM CL A 92826C839 19,566 147,725 SH   SOLE   147,725 0 0