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 332,858 2,202,898 SH   SOLE   2,202,898 0 0
SLM CORP COM 78442P106 316,082 22,593,389 SH   SOLE   22,593,389 0 0
WEX INC COM 96208T104 273,808 2,156,986 SH   SOLE   2,156,986 0 0
CROWN HOLDINGS COM 228368106 255,627 3,154,726 SH   SOLE   3,154,726 0 0
KBR INC COM 48242W106 187,969 4,349,118 SH   SOLE   4,349,118 0 0
ENVESTNET INC COM 29404K106 176,863 3,983,406 SH   SOLE   3,983,406 0 0
AVID TECHNOLOGY COM 05367P100 165,886 7,131,793 SH   SOLE   7,131,793 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 118,036 1,923,973 SH   SOLE   1,923,973 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 90,948 2,884,490 SH   SOLE   2,884,490 0 0