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

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
ASBURY AUTO GP COM 043436104 372,528 2,199,881 SH   SOLE   2,199,881 0 0
WEX INC COM 96208T104 331,156 2,128,797 SH   SOLE   2,128,797 0 0
SLM CORP COM 78442P106 326,971 20,512,599 SH   SOLE   20,512,599 0 0
KBR INC COM 48242W106 307,787 6,360,547 SH   SOLE   6,360,547 0 0
CROWN HOLDINGS COM 228368106 227,720 2,470,649 SH   SOLE   2,470,649 0 0
ENVESTNET INC COM 29404K106 207,021 3,923,085 SH   SOLE   3,923,085 0 0
AVID TECHNOLOGY COM 05367P100 185,070 7,131,793 SH   SOLE   7,131,793 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 131,474 4,321,969 SH   SOLE   4,321,969 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 124,629 1,896,368 SH   SOLE   1,896,368 0 0