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
ACI WORLDWIDE INC COM 004498101 20,605 600,040 SH   SOLE   600,040 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 12,863 392,290 SH   SOLE   392,290 0 0
ARAMARK COM 03852U106 36,297 1,006,580 SH   SOLE   1,006,580 0 0
CSX CORP COM 126408103 12,412 160,430 SH   SOLE   160,430 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 41,657 339,560 SH   SOLE   339,560 0 0
FIRST DATA CORP NEW COM CL A 32008D106 22,629 835,940 SH   SOLE   835,940 0 0
IHS MARKIT LTD SHS G47567105 30,290 475,360 SH   SOLE   475,360 0 0
JACOBS ENGR GROUP INC COM 469814107 28,281 335,120 SH   SOLE   335,120 0 0
MASONITE INTL CORP NEW COM 575385109 30,200 573,270 SH   SOLE   573,270 0 0
NAVIGANT CONSULTING INC COM 63935N107 19,179 827,020 SH   SOLE   827,020 0 0
OPEN TEXT CORP COM 683715106 33,118 803,830 SH   SOLE   803,830 0 0
OWENS CORNING NEW COM 690742101 11,835 203,350 SH   SOLE   203,350 0 0
PARSONS CORPORATION COM 70202L102 17,383 471,600 SH   SOLE   471,600 0 0
PERSPECTA INC COM 715347100 36,087 1,541,530 SH   SOLE   1,541,530 0 0
SOLARWINDS CORP COM 83417Q105 35,663 1,944,560 SH   SOLE   1,944,560 0 0
TALEND S A ADS 874224207 27,830 721,180 SH   SOLE   721,180 0 0
US FOODS HLDG CORP COM 912008109 35,482 992,220 SH   SOLE   992,220 0 0
VERRA MOBILITY CORP COM 92511U102 12,613 963,546 SH   SOLE   963,546 0 0
WILLIAMS COS INC DEL COM 969457100 25,718 917,190 SH   SOLE   917,190 0 0