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
ASBURY AUTO GP COM 043436104 47,621 615,818 SH   SOLE   615,818 0 0
SLM CORP COM STK COM 78442P106 33,107 4,709,451 SH   SOLE   4,709,451 0 0
CROWN HOLDINGS COM 228368106 36,163 555,244 SH   SOLE   555,244 0 0
ADVANCED DRA SYS COM 00790R104 33,552 679,184 SH   SOLE   679,184 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 34,541 810,451 SH   SOLE   810,451 0 0
AVID TECHNOLOGY COM 05367P100 49,245 6,773,691 SH   SOLE   6,773,691 0 0
FRONTDOOR INC COM 35905A109 38,318 864,379 SH   SOLE   864,379 0 0
HD SUPPLY HOLDGS COM 40416M105 40,946 1,181,702 SH   SOLE   1,181,702 0 0