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 |
| GRUBHUB INC | COM | 400110102 | 82,909 | 1,136,205 | SH | SOLE | NONE | 1,136,205 | 0 | 0 | |
| LIVONGO HEALTH INC | COM | 539183103 | 34,956 | 249,600 | SH | SOLE | NONE | 249,600 | 0 | 0 | |
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 31,870 | 731,962 | SH | SOLE | NONE | 731,962 | 0 | 0 | |
| TIFFANY & CO | COM | 886547108 | 86,389 | 745,700 | SH | SOLE | NONE | 745,700 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS INC | COM | 92220P105 | 37,126 | 215,850 | SH | SOLE | NONE | 215,850 | 0 | 0 | |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 130,125 | 623,146 | SH | SOLE | NONE | 623,146 | 0 | 0 | |
| WRIGHT MEDICAL GROUP N V | ORD SHS | N96617118 | 107,436 | 3,517,867 | SH | SOLE | NONE | 3,517,867 | 0 | 0 | |