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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 125,409 4,278,724 SH   DFND   4,278,724 0 0
ACI WORLDWIDE INC COM 004498101 51,744 1,574,200 SH   DFND   1,574,200 0 0
BRINKS CO COM 109696104 150,243 1,992,343 SH   DFND   1,992,343 0 0
CBIZ INC COM 124805102 54,545 2,694,902 SH   DFND   2,694,902 0 0
COTT CORP QUE COM 22163N106 70,026 4,793,052 SH   DFND   4,793,052 0 0
EBIX INC COM NEW 278715206 71,310 1,444,400 SH   DFND   1,444,400 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 67,584 5,372,298 SH   DFND   5,372,298 0 0
FULLER H B CO COM 359694106 56,928 1,170,386 SH   DFND   1,170,386 0 0
GROUPON INC COM 399473107 65,926 18,570,778 SH   DFND   18,570,778 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 21,456 800,000 SH Put DFND   800,000 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 22,261 830,000 SH   DFND   830,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 102,471 3,321,575 SH   DFND   3,321,575 0 0
MAXIMUS INC COM 577933104 76,133 1,072,594 SH   DFND   1,072,594 0 0
MEDNAX INC COM 58502B106 37,953 1,396,889 SH   DFND   1,396,889 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 160,875 1,484,496 SH   DFND   1,484,496 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 30,434 3,083,520 SH   DFND   3,083,520 0 0
SP PLUS CORP COM 78469C103 38,631 1,132,218 SH   DFND   1,132,218 0 0