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

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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
DUPONT DE NEMOURS INC COM 26614N102 30,582 428,855 SH   SOLE   0 0 428,855
EBAY INC COM 278642103 43,457 1,114,847 SH   SOLE   0 0 1,114,847
IAA INC COM COM 449253103 50,568 1,211,780 SH   SOLE   0 0 1,211,780
LAMB WESTON HLDGS INC COM 513272104 26,808 368,650 SH   SOLE   0 0 368,650
ORACLE CORP COM 68389X105 11,542 209,747 SH   SOLE   0 0 209,747
PERSPECTA INC COM 715347100 32,884 1,258,967 SH   SOLE   0 0 1,258,967
TRANSUNION COM 89400J107 26,711 329,315 SH   SOLE   0 0 329,315