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
ARAMARK COM 03852U106 27,415 629,080 SH   SOLE   629,080 0 0
CSX CORP COM 126408103 16,777 242,190 SH   SOLE   242,190 0 0
DOLLAR TREE INC COM 256746108 35,810 313,680 SH   SOLE   313,680 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 33,555 252,750 SH   SOLE   252,750 0 0
FISERV INC COM 337738108 26,238 253,289 SH   SOLE   253,289 0 0
IHS MARKIT LTD SHS G47567105 22,506 336,510 SH   SOLE   336,510 0 0
JACOBS ENGR GROUP INC COM 469814107 25,036 273,620 SH   SOLE   273,620 0 0
MASONITE INTL CORP NEW COM 575385109 34,680 597,930 SH   SOLE   597,930 0 0
OPEN TEXT CORP COM 683715106 27,905 683,780 SH   SOLE   683,780 0 0
OWENS CORNING NEW COM 690742101 10,009 158,364 SH   SOLE   158,364 0 0
PARSONS CORPORATION COM 70202L102 17,691 536,405 SH   SOLE   536,405 0 0
PERSPECTA INC COM 715347100 44,916 1,719,600 SH   SOLE   1,719,600 0 0
SOLARWINDS CORP COM 83417Q105 45,691 2,476,490 SH   SOLE   2,476,490 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 32,571 631,580 SH   SOLE   631,580 0 0
TALEND S A ADS 874224207 35,759 1,052,340 SH   SOLE   1,052,340 0 0
US FOODS HLDG CORP COM 912008109 37,428 910,650 SH   SOLE   910,650 0 0
VERRA MOBILITY CORP COM 92511U102 17,653 1,230,160 SH   SOLE   1,230,160 0 0
WILLIAMS COS INC DEL COM 969457100 24,637 1,023,970 SH   SOLE   1,023,970 0 0