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 199,021 6,881,793 SH   SOLE   6,881,793 0 0
SLM CORP COM 78442P106 175,254 9,957,608 SH   SOLE   9,957,608 0 0
ASBURY AUTO GP COM 043436104 199,899 1,016,059 SH   SOLE   1,016,059 0 0
KBR INC COM 48242W106 155,625 3,949,885 SH   SOLE   3,949,885 0 0
ENVESTNET INC COM 29404K106 131,001 1,632,620 SH   SOLE   1,632,620 0 0
WEX INC COM 96208T104 126,498 718,168 SH   SOLE   718,168 0 0
FRONTDOOR INC COM 35905A109 94,002 2,243,493 SH   SOLE   2,243,493 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 100,741 1,305,110 SH   SOLE   1,305,110 0 0
CROWN HOLDINGS COM 228368106 92,526 918,097 SH   SOLE   918,097 0 0