The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ASBURY AUTO GP | COM | 043436104 | 237,637 | 1,375,769 | SH | SOLE | 1,375,769 | 0 | 0 | ||
| SLM CORP | COM | 78442P106 | 234,309 | 11,911,991 | SH | SOLE | 11,911,991 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 225,025 | 4,725,426 | SH | SOLE | 4,725,426 | 0 | 0 | ||
| AVID TECHNOLOGY | COM | 05367P100 | 224,140 | 6,881,793 | SH | SOLE | 6,881,793 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 154,264 | 1,098,827 | SH | SOLE | 1,098,827 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 151,671 | 1,911,653 | SH | SOLE | 1,911,653 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 139,967 | 1,561,261 | SH | SOLE | 1,561,261 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 126,635 | 3,455,250 | SH | SOLE | 3,455,250 | 0 | 0 | ||
| CROWN HOLDINGS | COM | 228368106 | 121,493 | 1,098,291 | SH | SOLE | 1,098,291 | 0 | 0 | ||
| MERIDIAN BIOSCIENCE INC | COM | 589584101 | 6,437 | 315,555 | SH | SOLE | 315,555 | 0 | 0 | ||