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
LIBERTY MEDIA CORP DELAWARE COM A 531229870 29,471 1,028,650 SH   SOLE   1,028,650 0 0
POST HLDGS INC COM 737446104 18,065 234,099 SH   SOLE   234,099 0 0
CONAGRA FOODS INC COM 205887102 16,984 360,526 SH   SOLE   360,526 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 15,804 58,540 SH   SOLE   58,540 0 0
SYMANTEC CORP COM 871503108 14,096 561,582 SH   SOLE   561,582 0 0
VALVOLINE INC COM 92047W101 9,980 424,846 SH   SOLE   424,846 0 0
FLEETMATICS GROUP PLC COM G35569105 9,381 156,409 SH   SOLE   156,409 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 9,106 400,273 SH   SOLE   400,273 0 0
HILLTOP HOLDINGS INC COM 432748101 6,457 287,487 SH   SOLE   287,487 0 0
FORTIVE CORP COM 34959J108 5,604 110,094 SH   SOLE   110,094 0 0
E L F BEAUTY INC COM 26856L103 281 10,000 SH   SOLE   10,000 0 0