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
ARAMARK COM 03852U106 38,243 1,320,080 SH   SOLE   1,320,080 0 0
BAIDU INC SPON ADR REP A 056752108 17,611 111,040 SH   SOLE   111,040 0 0
MASONITE INTL CORP NEW COM 575385109 16,442 366,758 SH   SOLE   366,758 0 0
ECOLAB INC COM 278865100 16,234 110,170 SH   SOLE   110,170 0 0
FIRST DATA CORP NEW COM CL A 32008D106 30,942 1,829,830 SH   SOLE   1,829,830 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 30,998 302,270 SH   SOLE   302,270 0 0
ALPHABET INC CAP STK CL A 02079K305 27,660 26,470 SH   SOLE   26,470 0 0
IHS MARKIT LTD SHS G47567105 30,501 635,840 SH   SOLE   635,840 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 32,151 1,056,890 SH   SOLE   1,056,890 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 12,810 549,090 SH   SOLE   549,090 0 0
OWENS CORNING NEW COM 690742101 14,655 333,220 SH   SOLE   333,220 0 0
OPEN TEXT CORP COM 683715106 23,937 734,260 SH   SOLE   734,260 0 0
PERSPECTA INC COM 715347100 34,084 1,979,310 SH   SOLE   1,979,310 0 0
SOLARWINDS CORP COM 83417Q105 22,753 1,645,170 SH   SOLE   1,645,170 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 19,200 1,229,200 SH   SOLE   1,229,200 0 0
US FOODS HLDG CORP COM 912008109 26,349 832,790 SH   SOLE   832,790 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 23,045 151,750 SH   SOLE   151,750 0 0
WILLIAMS COS INC DEL COM 969457100 21,949 995,420 SH   SOLE   995,420 0 0