The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 132,352 | 2,109,193 | SH | DFND | 2,109,193 | 0 | 0 | ||
| ACI WORLDWIDE INC | COM | 004498101 | 66,852 | 1,800,000 | SH | DFND | 1,800,000 | 0 | 0 | ||
| AVIENT CORPORATION | COM | 05368V106 | 64,341 | 1,308,815 | SH | DFND | 1,308,815 | 0 | 0 | ||
| BLUCORA INC | COM | 095229100 | 39,813 | 2,300,000 | SH | DFND | 2,300,000 | 0 | 0 | ||
| BRINKS CO | COM | 109696104 | 106,165 | 1,381,632 | SH | DFND | 1,381,632 | 0 | 0 | ||
| CBIZ INC | COM | 124805102 | 114,237 | 3,486,031 | SH | DFND | 3,486,031 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 74,880 | 1,506,946 | SH | DFND | 1,506,946 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 148,035 | 2,870,000 | SH | DFND | 2,870,000 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 86,270 | 2,553,887 | SH | DFND | 2,553,887 | 0 | 0 | ||
| FULLER H B CO | COM | 359694106 | 86,858 | 1,365,471 | SH | DFND | 1,365,471 | 0 | 0 | ||
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 32,308 | 780,585 | SH | DFND | 780,585 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 18,281 | 479,195 | SH | DFND | 479,195 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 59,152 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 78,212 | 3,254,745 | SH | DFND | 3,254,745 | 0 | 0 | ||
| PREMIER INC | CL A | 74051N102 | 5,670 | 162,975 | SH | DFND | 162,975 | 0 | 0 | ||
| PRIMO WATER CORPORATION | COM | 74167P108 | 103,751 | 6,201,503 | SH | DFND | 6,201,503 | 0 | 0 | ||
| TENNANT CO | COM | 880345103 | 23,982 | 300,335 | SH | DFND | 300,335 | 0 | 0 | ||
| UPLAND SOFTWARE INC | COM | 91544A109 | 52,492 | 1,275,000 | SH | DFND | 1,275,000 | 0 | 0 | ||
| VONAGE HLDGS CORP | COM | 92886T201 | 38,763 | 2,690,000 | SH | DFND | 2,690,000 | 0 | 0 | ||