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
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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
Acadia Healthcare Company, Inc. COM 00404A109 164,353 5,575,079 SH   SOLE   5,575,079 0 0
ACI Worldwide, Inc COM 004498101 57,486 2,200,000 SH   SOLE   2,200,000 0 0
Brink's Company COM 109696104 80,850 1,967,632 SH   SOLE   1,967,632 0 0
CBIZ, Inc. COM 124805102 79,726 3,486,031 SH   SOLE   3,486,031 0 0
CDK Global, Inc. COM 12508E101 70,737 1,622,780 SH   SOLE   1,622,780 0 0
Change Healthcare Inc. COM 15912K100 82,144 5,661,209 SH   SOLE   5,661,209 0 0
Cornerstone OnDemand, Inc. COM 21925Y103 81,324 2,236,626 SH   SOLE   2,236,626 0 0
Ebix Inc. COM NEW 278715206 25,812 1,253,000 SH   SOLE   1,253,000 0 0
Evoqua Water Technologies Corp COM 30057T105 92,159 4,343,022 SH   SOLE   4,343,022 0 0
H.B. Fuller Company COM 359694106 78,102 1,706,031 SH   SOLE   1,706,031 0 0
Hilton Grand Vacations, Inc. COM 43283X105 85,949 4,096,729 SH   SOLE   4,096,729 0 0
KBR, Inc. COM 48242W106 30,223 1,351,635 SH   SOLE   1,351,635 0 0
Maximus, Inc. COM 577933104 12,562 183,632 SH   SOLE   183,632 0 0
Mednax, Inc. COM 58502B106 66,781 4,102,000 SH   SOLE   4,102,000 0 0
Nexstar Media Group, Inc. CLA 65336K103 95,231 1,058,944 SH   SOLE   1,058,944 0 0
OUTFRONT Media Inc. COM 69007J106 33,390 2,294,868 SH   SOLE   2,294,868 0 0
Primo Water Corporation COM 74167P108 114,482 8,062,110 SH   SOLE   8,062,110 0 0
Upland Software, Inc. COM 91544A109 26,390 700,000 SH   SOLE   700,000 0 0