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
AGILENT TECHNOLOGIES INC COM 00846U101 21,592 268,618 SH   SOLE   268,618 0 0
ALPHABET INC CAP STK CL C 02079K107 28,895 24,627 SH   SOLE   24,627 0 0
ANTHEM INC COM 036752103 37,263 129,846 SH   SOLE   129,846 0 0
AT HOME GROUP INC COM 04650Y100 22,443 1,256,623 SH   SOLE   1,256,623 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 602 2 SH   SOLE   2 0 0
BIO RAD LABS INC CL A 090572207 32,683 106,919 SH   SOLE   106,919 0 0
BLOOMIN BRANDS INC COM 094235108 11,159 545,674 SH   SOLE   545,674 0 0
BRINKER INTL INC COM 109641100 12,830 289,095 SH   SOLE   289,095 0 0
CORE MARK HOLDING CO INC COM 218681104 14,706 396,061 SH   SOLE   396,061 0 0
DARDEN RESTAURANTS INC COM 237194105 9,106 74,965 SH   SOLE   74,965 0 0
DOLLAR TREE INC COM 256746108 42,184 401,600 SH   SOLE   401,600 0 0
DOMINOS PIZZA INC COM 25754A201 15,326 59,382 SH   SOLE   59,382 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 31,839 992,791 SH   SOLE   992,791 0 0
FRONTDOOR INC COM 35905A109 38,361 1,114,511 SH   SOLE   1,114,511 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 36,732 441,969 SH   SOLE   441,969 0 0
IQVIA HLDGS INC COM 46266C105 47,803 332,311 SH   SOLE   332,311 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 76,392 499,000 SH Put SOLE   499,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 25,579 127,146 SH   SOLE   127,146 0 0
MCDONALDS CORP COM 580135101 14,354 75,586 SH   SOLE   75,586 0 0
MEDIFAST INC COM 58470H101 33,451 262,260 SH   SOLE   262,260 0 0
MICROSOFT CORP COM 594918104 19,976 169,377 SH   SOLE   169,377 0 0
NETFLIX INC COM 64110L106 29,583 82,969 SH   SOLE   82,969 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 22,327 563,234 SH   SOLE   563,234 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 103,105 365,000 SH Put SOLE   365,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 41,110 166,262 SH   SOLE   166,262 0 0
US FOODS HLDG CORP COM 912008109 50,652 1,450,926 SH   SOLE   1,450,926 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 15,488 178,473 SH   SOLE   178,473 0 0