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
CDK GLOBAL HOLDINGS LLC COM 12508E101 2,712 58,000 SH   SOLE   58,000 0 0
CHAMBERS STR PPTYS COM 157842105 31,238 3,964,184 SH   SOLE   3,964,184 0 0
CONSTELLIUM HOLDCO BV COM N22035104 5,948 292,710 SH   SOLE   292,710 0 0
CST BRANDS INC COM 12646R105 6,281 143,305 SH   SOLE   143,305 0 0
EQUINIX INC COM 29444U502 23,590 101,308 SH   SOLE   101,308 0 0
EXPEDITORS INTL WASH INC COM 302130109 49,144 1,020,000 SH   SOLE   1,020,000 0 0
GUIDANCE SOFTWARE INC COM 401692108 2,912 538,303 SH   SOLE   538,303 0 0
INFORMATICA CORP COM 45666Q102 60,007 1,368,296 SH   SOLE   1,368,296 0 0
INTERXION HOLDING N.V. COM N47279109 17,343 615,000 SH   SOLE   615,000 0 0
NEWS CORP NEW COM 65249B109 17,636 1,101,559 SH   SOLE   1,101,559 0 0
NEWS CORP NEW/CL B COM 65249B208 37,453 2,360,000 SH   SOLE   2,360,000 0 0
ON ASSIGNMENT INC COM 682159108 30,071 783,706 SH   SOLE   783,706 0 0
PTC INC COM 69370C100 17,908 495,100 SH   SOLE   495,100 0 0
TUMI HLDGS INC COM 89969Q104 20,372 832,863 SH   SOLE   832,863 0 0
WEB COM INC COM 94733A104 17,338 914,952 SH   SOLE   914,952 0 0
WESCO INTL INC COM 95082P105 16,880 241,520 SH   SOLE   241,520 0 0
XEROX CORP COM 984121103 23,554 1,832,992 SH   SOLE   1,832,992 0 0