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
AUTOZONE INC COM 053332102 28,910 36,418 SH   SOLE   36,418 0 0
CASEYS GEN STORES INC COM 147528103 38,523 293,458 SH   OTR 1 221,824 71,634 0
COPART INC COM 217204106 452 9,223 SH   SOLE   9,223 0 0
DOLLAR GEN CORP NEW COM 256677105 36,499 388,286 SH   OTR 1 250,222 138,064 0
IMS HEALTH HLDGS INC COM 44970B109 6,558 258,600 SH Call SOLE   258,600 0 0
INC RESH HLDGS INC CL A 45329R109 13,832 362,764 SH   SOLE   362,764 0 0
LKQ CORP COM 501889208 31,837 1,004,321 SH   SOLE   1,004,321 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 19,091 2,392,297 SH   SOLE   2,392,297 0 0
NVR INC COM 62944T105 29,130 16,362 SH   SOLE   16,362 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 29,743 109,712 SH   SOLE   109,712 0 0
ON ASSIGNMENT INC COM 682159108 31,712 858,249 SH   SOLE   858,249 0 0
PAYPAL HLDGS INC COM 70450Y103 26,543 727,012 SH   SOLE   727,012 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 26,602 407,262 SH   SOLE   407,262 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 31,362 1,116,864 SH   SOLE   1,116,864 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6,208 221,100 SH Call SOLE   221,100 0 0
TESORO CORP COM 881609101 29,408 392,526 SH   SOLE   392,526 0 0
US FOODS HLDG CORP COM 912008109 871 35,945 SH   SOLE   35,945 0 0
YAHOO INC COM 984332106 10,506 279,700 SH Call SOLE   279,700 0 0
YAHOO INC COM 984332106 32,345 861,158 SH   SOLE   861,158 0 0