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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
ACI WORLDWIDE INC COM 004498101 26,370 686,186 SH   SOLE   686,186 0 0
BLOOMIN BRANDS INC COM 094235108 4,263 219,500 SH   SOLE   219,500 0 0
DINE BRANDS GLOBAL INC COM 254423106 11,443 197,300 SH   SOLE   197,300 0 0
EXPEDIA GROUP INC COM NEW 30212P303 28,187 212,889 SH   SOLE   212,889 0 0
IAC INTERACTIVECORP NEW COM 44891N109 2,139 11,299 SH   SOLE   11,299 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 73,030 670,986 SH   SOLE   670,986 0 0
LKQ CORP COM 501889208 26,892 763,105 SH   SOLE   763,105 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 8,764 184,083 SH   SOLE   184,083 0 0
US FOODS HLDG CORP COM 912008109 20,686 621,000 SH   SOLE   621,000 0 0