The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AXALTA COATING SYS LTD | COM | G0750C108 | 120,329 | 6,967,492 | SH | SOLE | 6,967,492 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 6,371 | 121,095 | SH | SOLE | 121,095 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 208,054 | 154,650 | SH | SOLE | 154,650 | 0 | 0 | ||
| CINEMARK HOLDINGS INC | COM | 17243V102 | 50,919 | 4,996,973 | SH | SOLE | 4,996,973 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 124,619 | 3,925,000 | SH | SOLE | 3,925,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 102,299 | 1,762,567 | SH | SOLE | 1,762,567 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 203,879 | 2,775,000 | SH | SOLE | 2,775,000 | 0 | 0 | ||
| EVERTEC INC | COM | 30040P103 | 102,235 | 4,497,822 | SH | SOLE | 4,497,822 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 28,768 | 408,750 | SH | SOLE | 408,750 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 145,552 | 602,550 | SH | SOLE | 602,550 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 54,189 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 190,368 | 7,704,093 | SH | SOLE | 7,704,093 | 0 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 131,934 | 2,094,859 | SH | SOLE | 2,094,859 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 92,350 | 525,610 | SH | SOLE | 525,610 | 0 | 0 | ||