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 170,015 8,126,933 SH   SOLE   8,126,933 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 427,093 64,861,476 SH   SOLE   64,861,476 0 0
NATERA INC COM 632307104 11,305 378,589 SH   SOLE   378,589 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 29,925 292,237 SH   SOLE   292,237 0 0
STORE CAP CORP COM 862121100 16,141 890,800 SH   SOLE   890,800 0 0
TIVITY HEALTH INC COM 88870R102 55,071 8,755,310 SH   SOLE   8,755,310 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 47,772 10,385,172 SH   SOLE   10,385,172 0 0
VIEWRAY INC COM 92672L107 32,562 13,024,684 SH   SOLE   13,024,684 0 0