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
EQUIFAX INC COM 294429105 21,110 150,070 SH   SOLE   150,070 0 0
GODADDY INC CL A 380237107 20,540 311,299 SH   SOLE   311,299 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 27,624 132,400 SH   SOLE   132,400 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 21,822 524,683 SH   SOLE   524,683 0 0
LKQ CORP COM 501889208 26,045 828,152 SH   SOLE   828,152 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 14,297 83,900 SH   SOLE   83,900 0 0
UNIVAR SOLUTIONS INC COM 91336L107 13,276 639,480 SH   SOLE   639,480 0 0
VONAGE HLDGS CORP COM 92886T201 17,110 1,514,154 SH   SOLE   1,514,154 0 0