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

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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
CDW CORP COM 12514G108 103,689 1,796,720 SH   SOLE   1,796,720 0 0
COMMSCOPE HOLDING CO INC COM 20337X109 80,080 1,919,929 SH   SOLE   1,919,929 0 0
COMMERCEHUB INC COM SER A 20084V108 636 41,092 SH   SOLE   41,092 0 0
COMMERCEHUB INC COM SER C 20084V306 1,276 82,183 SH   SOLE   82,183 0 0
CREDIT ACCEPTANCE CORP COM 225310101 3,988 20,000 SH   SOLE   20,000 0 0
IRON MTN INC COM 46284V101 58,512 1,640,366 SH   SOLE   1,640,366 0 0
LIBERTY EXPEDIA HOLDINGS INC COM SER A 53046P109 7,549 165,987 SH   SOLE   165,987 0 0
LIBERTY INTERACTIVE CORP COM SER A 53071M104 142,685 7,127,117 SH   SOLE   7,127,117 0 0
LIBERTY VENTURES COM SER A 53071M856 16,986 381,881 SH   SOLE   381,881 0 0
MAXIMUS INC COM 577933104 8,377 134,673 SH   SOLE   134,673 0 0
VALMONT INDUSTRIES INC COM 920253101 44,188 284,169 SH   SOLE   284,169 0 0
WESCO AIRCRAFT HLDG INC COM 950814103 93,199 8,175,308 SH   SOLE   8,175,308 0 0
ZEBRA TECHNOLOGIES CORP COM 989207105 105,424 1,155,332 SH   SOLE   1,155,332 0 0