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 |
| WEX INC | COM | 96208T104 | 348,822 | 1,954,733 | SH | SOLE | 1,954,733 | 0 | 0 | ||
| KBR INC | COM | 48242W106 | 316,829 | 5,788,944 | SH | SOLE | 5,788,944 | 0 | 0 | ||
| SLM CORP | COM | 78442P106 | 313,783 | 17,090,563 | SH | SOLE | 17,090,563 | 0 | 0 | ||
| ASBURY AUTO GP | COM | 043436104 | 280,328 | 1,749,860 | SH | SOLE | 1,749,860 | 0 | 0 | ||
| AVID TECHNOLOGY | COM | 05367P100 | 239,968 | 6,881,793 | SH | SOLE | 6,881,793 | 0 | 0 | ||
| ENVESTNET INC | COM | 29404K106 | 205,221 | 2,756,859 | SH | SOLE | 2,756,859 | 0 | 0 | ||
| CROWN HOLDINGS | COM | 228368106 | 178,596 | 1,427,739 | SH | SOLE | 1,427,739 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 164,717 | 1,944,944 | SH | SOLE | 1,944,944 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 117,716 | 3,943,574 | SH | SOLE | 3,943,574 | 0 | 0 | ||
| MERIDIAN BIOSCIENCE INC | COM | 589584101 | 112,198 | 4,321,969 | SH | SOLE | 4,321,969 | 0 | 0 | ||