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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ENHABIT INC COM 29332G102   21,567,092 2,083,777 SH   SOLE   2,083,777 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   199,096,849 3,314,414 SH   SOLE   3,314,414 0 0
FRESHPET INC COM 358039105   242,403,449 2,793,954 SH   SOLE   2,793,954 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   228,654,882 9,023,476 SH   SOLE   9,023,476 0 0
MERCURY SYS INC COM 589378108   190,571,207 5,211,135 SH   SOLE   5,211,135 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   263,289,894 553,933 SH   SOLE   553,933 0 0
TREEHOUSE FOODS INC COM 89469A104   203,423,709 4,907,689 SH   SOLE   4,907,689 0 0
TRIMBLE INC COM 896239100   200,051,737 3,760,371 SH   SOLE   3,760,371 0 0