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 |
| ALTICE USA INC | CL A | 02156K103 | 49,197 | 2,713,000 | SH | SOLE | 0 | 0 | 2,713,000 | ||
| BIO RAD LABS INC | CL A | 090572207 | 32,540 | 104,000 | SH | SOLE | 0 | 0 | 104,000 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 61,851 | 1,191,000 | SH | SOLE | 0 | 0 | 1,191,000 | ||
| DANAHER CORP DEL | COM | 235851102 | 40,733 | 375,000 | SH | SOLE | 0 | 0 | 375,000 | ||
| KOHLS CORP | COM | 500255104 | 9,241 | 124,000 | SH | SOLE | 0 | 0 | 124,000 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 18,861 | 283,300 | SH | SOLE | 0 | 0 | 283,300 | ||
| ORACLE CORP | COM | 68389X105 | 41,852 | 812,000 | SH | SOLE | 0 | 0 | 812,000 | ||
| PERSPECTA INC | COM | 715347100 | 52,062 | 2,024,900 | SH | SOLE | 0 | 0 | 2,024,900 | ||
| WYNDHAM DESTINATIONS INC | COM | 98310W108 | 42,695 | 985,000 | SH | SOLE | 0 | 0 | 985,000 | ||