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
CARDTRONICS PLC SHS CL A G1991C105 362,868 8,126,933 SH   SOLE   8,126,933 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 503,292 64,861,476 SH   SOLE   64,861,476 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 39,767 661,897 SH   SOLE   661,897 0 0
NATERA INC COM 632307104 12,755 378,589 SH   SOLE   378,589 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 38,254 360,275 SH   SOLE   360,275 0 0
STORE CAP CORP COM 862121100 33,173 890,800 SH   SOLE   890,800 0 0
TIVITY HEALTH INC COM 88870R102 56,593 2,781,655 SH   SOLE   2,781,655 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 76,850 10,385,172 SH   SOLE   10,385,172 0 0