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
AVID TECHNOLOGY COM 05367P100 269,422 6,881,793 SH   SOLE   6,881,793 0 0
SLM CORP COM 78442P106 179,055 8,550,870 SH   SOLE   8,550,870 0 0
ASBURY AUTO GP COM 043436104 166,433 971,193 SH   SOLE   971,193 0 0
KBR INC COM 48242W106 129,462 3,393,507 SH   SOLE   3,393,507 0 0
ENVESTNET INC COM 29404K106 107,810 1,421,167 SH   SOLE   1,421,167 0 0
WEX INC COM 96208T104 107,524 554,532 SH   SOLE   554,532 0 0
FRONTDOOR INC COM 35905A109 89,900 1,804,499 SH   SOLE   1,804,499 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 81,018 1,120,732 SH   SOLE   1,120,732 0 0
CROWN HOLDINGS COM 228368106 74,775 731,577 SH   SOLE   731,577 0 0