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
CREDIT ACCEP CORP MICH COM 225310101 6,211 22,170 SH   SOLE   22,170 0 0
CDW CORP COM 12514G108 124,265 1,882,800 SH   SOLE   1,882,800 0 0
COMMERCEHUB INC COM SER A 20084V108 1,003 44,458 SH   SOLE   44,458 0 0
COMMERCEHUB INC COMMERCEHUB INC-SERIES C 20084V306 1,898 88,913 SH   SOLE   88,913 0 0
COMMSCOPE HLDG CO INC COM 20337X109 76,630 2,307,447 SH   SOLE   2,307,447 0 0
IRON MTN INC NEW COM 46284V101 74,641 1,918,793 SH   SOLE   1,918,793 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 27,112 471,099 SH   SOLE   471,099 0 0
MAXIMUS INC COM 577933104 9,175 142,249 SH   SOLE   142,249 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 176,068 7,469,987 SH   SOLE   7,469,987 0 0
VALMONT INDS INC COM 920253101 47,054 297,620 SH   SOLE   297,620 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 95,634 10,173,818 SH   SOLE   10,173,818 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 130,641 1,203,180 SH   SOLE   1,203,180 0 0