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
ALPHABET INC CAP STK CL C 02079K107 217,167 185,089 SH   SOLE   185,089 0 0
ALTABA INC COM 021346101 154,544 2,085,055 SH   SOLE   2,085,055 0 0
AMERICAN EXPRESS CO COM 025816109 31,503 288,221 SH   SOLE   288,221 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 26,606 383,598 SH   SOLE   383,598 0 0
BERRY GLOBAL GROUP INC COM 08579W103 592,898 11,006,085 SH   SOLE   11,006,085 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 390,420 8,533,763 SH   SOLE   8,533,763 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 201,286 4,399,700 SH Call SOLE   4,399,700 0 0
CENTENE CORP DEL COM 15135B101 150,076 2,826,286 SH   SOLE   2,826,286 0 0
CF INDS HLDGS INC COM 125269100 163,223 3,992,739 SH   SOLE   3,992,739 0 0
D R HORTON INC COM 23331A109 139,217 3,364,351 SH   SOLE   3,364,351 0 0
DANAHER CORPORATION COM 235851102 111,202 842,309 SH   SOLE   842,309 0 0
ELECTRONIC ARTS INC COM 285512109 136,027 1,338,456 SH   SOLE   1,338,456 0 0
EQUINIX INC COM 29444U700 161,270 355,878 SH   SOLE   355,878 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 42,508 375,843 SH   SOLE   375,843 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 202,269 16,014,959 SH   SOLE   16,014,959 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 73,091 1,129,691 SH   SOLE   1,129,691 0 0
HAEMONETICS CORP COM 405024100 9,741 111,356 SH   SOLE   111,356 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 225,319 2,959,275 SH   SOLE   2,959,275 0 0
INTERXION HOLDING N.V SHS N47279109 189,519 2,840,090 SH   SOLE   2,840,090 0 0
IQVIA HLDGS INC COM 46266C105 307,138 2,135,128 SH   SOLE   2,135,128 0 0
LENNAR CORP CL A 526057104 273,391 5,569,173 SH   SOLE   5,569,173 0 0
LENNAR CORP CL B 526057302 6,663 170,326 SH   SOLE   170,326 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 12,564 504,191 SH   SOLE   504,191 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 328,066 9,359,932 SH   SOLE   9,359,932 0 0
LINDE PLC COM G5494J103 113,425 644,716 SH   SOLE   644,716 0 0
LYFT INC CL A COM 55087P104 64,981 830,000 SH   SOLE   830,000 0 0
MIDDLEBY CORP COM 596278101 20,386 156,782 SH   SOLE   156,782 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 120,669 2,195,578 SH   SOLE   2,195,578 0 0
PAYPAL HLDGS INC COM 70450Y103 150,749 1,451,739 SH   SOLE   1,451,739 0 0
PG&E CORP COM 69331C108 102,204 5,741,819 SH   SOLE   5,741,819 0 0
PURE STORAGE INC CL A 74624M102 113,599 5,213,350 SH   SOLE   5,213,350 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 192,122 2,950,734 SH   SOLE   2,950,734 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 100,864 879,987 SH   SOLE   879,987 0 0
SANDERSON FARMS INC COM 800013104 73,647 558,609 SH   SOLE   558,609 0 0
SYSCO CORP COM 871829107 102,431 1,534,313 SH   SOLE   1,534,313 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 171,211 1,814,251 SH   SOLE   1,814,251 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 138,627 3,241,980 SH   SOLE   3,241,980 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 159,805 583,827 SH   SOLE   583,827 0 0
TYSON FOODS INC CL A 902494103 289,918 4,175,682 SH   SOLE   4,175,682 0 0
US FOODS HLDG CORP COM 912008109 217,305 6,224,721 SH   SOLE   6,224,721 0 0
VEREIT INC COM 92339V100 86,378 10,320,000 SH   SOLE   10,320,000 0 0
VULCAN MATLS CO COM 929160109 193,118 1,631,068 SH   SOLE   1,631,068 0 0
ZAYO GROUP HLDGS INC COM 98919V105 156,207 5,496,367 SH   SOLE   5,496,367 0 0