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SOLE 46687 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4057 66080 SH SOLE 66080 0 0 SUMMIT MATLS INC CL A 86614U100 5476 229139 SH SOLE 229139 0 0 SYNEOS HEALTH INC CL A 87166B102 2980 50103 SH SOLE 50103 0 0 SYNNEX CORP COM 87162W100 5925 46005 SH SOLE 46005 0 0 SYNOVUS FINL CORP COM NEW 87161C501 4160 106119 SH SOLE 106119 0 0 TEMPUR SEALY INTL INC COM 88023U101 5131 58935 SH SOLE 58935 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 7565 23287 SH SOLE 23287 0 0 TRACTOR SUPPLY CO COM 892356106 6795 72724 SH SOLE 72724 0 0 TREX CO INC COM 89531P105 759 8447 SH SOLE 8447 0 0 US FOODS HLDG CORP COM 912008109 7021 167604 SH SOLE 167604 0 0 VAIL RESORTS INC COM 91879Q109 1739 7251 SH SOLE 7251 0 0 VIACOMCBS INC CL B 92556H206 4549 108396 SH SOLE 108396 0 0 WASTE CONNECTIONS INC COM 94106B101 6706 73868 SH SOLE 73868 0 0 GRACE W R & CO DEL NEW COM 38388F108 1795 25696 SH SOLE 25696 0 0 YUM BRANDS INC COM 988498101 4842 48069 SH SOLE 48069 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 8981 60000 SH Call SOLE 60000 0 0 ZOETIS INC CL A 98978V103 5654 42721 SH SOLE 42721 0 0