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 INTERACTIVE CORP COM SER A 53071M104 154,383 6,321,987 SH   SOLE   6,321,987 0 0
CDW CORP COM 12514G108 138,754 1,996,750 SH   SOLE   1,996,750 0 0
ZEBRA TECHNOLOGIES CORP COM SER A 989207105 132,447 1,275,980 SH   SOLE   1,275,980 0 0
LIBERTY INTERACTIVE CORP COM SER A 53071M856 93,854 1,730,352 SH   SOLE   1,730,352 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 75,286 10,173,818 SH   SOLE   10,173,818 0 0
IRON MTN INC COM 46284V101 67,569 1,790,849 SH   SOLE   1,790,849 0 0
VALMONT INDS INC COM 920253101 52,344 315,610 SH   SOLE   315,610 0 0
COMMSCOPE HLDG CO INC COM 20337X109 51,855 1,370,748 SH   SOLE   1,370,748 0 0
L BRANDS INC COM 501797104 45,297 752,200 SH   SOLE   752,200 0 0
MAXIMUS INC COM 577933104 10,655 148,849 SH   SOLE   148,849 0 0
CREDIT ACCEP CORP MICH COM 225310101 7,560 23,370 SH   SOLE   23,370 0 0