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
BOX INC CL A 10316T104 13,205 731,565 SH   SOLE   731,565 0 0
CHANGE HEALTHCARE INC COM 15912K100 42,715 2,290,326 SH   SOLE   2,290,326 0 0
CSX CORP COM 126408103 28,909 318,555 SH   SOLE   318,555 0 0
EAGLE MATLS INC COM 26969P108 27,740 273,705 SH   SOLE   273,705 0 0
FAR PEAK ACQUISITION CORP UNIT 99/99/9999 G3312L129 10,350 1,000,000 SH   SOLE   1,000,000 0 0
FISERV INC COM 337738108 52,383 460,068 SH   SOLE   460,068 0 0
INSPERITY INC COM 45778Q107 20,250 248,715 SH   SOLE   248,715 0 0
MASONITE INTL CORP COM 575385109 28,278 287,551 SH   SOLE   287,551 0 0
OTIS WORLDWIDE CORP COM 68902V107 44,208 654,454 SH   SOLE   654,454 0 0
PERSPECTA INC COM 715347100 29,416 1,221,613 SH   SOLE   1,221,613 0 0
R1 RCM INC COM 749397105 14,170 589,908 SH   SOLE   589,908 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 36,847 389,337 SH   SOLE   389,337 0 0
SEI INVTS CO COM 784117103 35,310 614,400 SH   SOLE   614,400 0 0
SOLARWINDS CORP COM 83417Q105 21,961 1,468,958 SH   SOLE   1,468,958 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 49,525 680,762 SH   SOLE   680,762 0 0
TALEND S A ADS 874224207 46,138 1,203,397 SH   SOLE   1,203,397 0 0
US FOODS HLDG CORP COM 912008109 33,127 994,503 SH   SOLE   994,503 0 0
WABTEC COM 929740108 32,729 447,114 SH   SOLE   447,114 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 39,014 185,181 SH   SOLE   185,181 0 0