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
ADVANCE AUTO PARTS INC COM 00751Y106 45,571 305,600 SH   SOLE   305,600 0 0
AIR PRODS & CHEMS INC COM 009158106 41,960 279,100 SH   SOLE   279,100 0 0
BALL CORP COM 058498106 66,289 808,900 SH   SOLE   808,900 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 33,371 123,611 SH   SOLE   123,611 0 0
CONAGRA FOODS INC COM 205887102 17,666 375,000 SH   SOLE   375,000 0 0
ORBITAL ATK INC COM 68557N103 18,109 237,555 SH   SOLE   237,555 0 0
PINNACLE FOODS INC DEL COM 72348P104 37,582 749,089 SH   SOLE   749,089 0 0
SHERWIN WILLIAMS CO COM 824348106 31,816 115,000 SH   SOLE   115,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 27,013 840,209 SH   SOLE   840,209 0 0
TRANSDIGM GROUP INC COM 893641100 59,038 204,200 SH   SOLE   204,200 0 0
TREEHOUSE FOODS INC COM 89469A104 32,475 372,457 SH   SOLE   372,457 0 0
WASTE CONNECTIONS INC COM 94106B101 29,875 399,934 SH   SOLE   399,934 0 0