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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AGILENT TECHNOLOGIES INCCOM00846U101128,6541,455,851SH SOLE 1,455,85100
ALLY FINL INCCOM02005N10090,7864,578,225SH SOLE 4,578,22500
ALPHABET INCCAP STK CL A02079K305164,247115,826SH SOLE 115,82600
ALTICE USA INCCL A02156K103240,54510,671,905SH SOLE 10,671,90500
AMAZON COM INCCOM023135106143,94152,175SH SOLE 52,17500
CHARTER COMMUNICATIONS INC NCL A16119P108225,128441,393SH SOLE 441,39300
CONSTELLATION BRANDS INCCL A21036P108223,9471,280,065SH SOLE 1,280,06500
CSX CORPCOM126408103188,9102,708,770SH SOLE 2,708,77000
DISH NETWORK CORPORATIONCL A25470M109188,0485,449,090SH SOLE 5,449,09000
DISH NETWORK CORPORATIONCL A25470M10948,3141,400,000SHCallSOLE 1,400,00000
DOLLAR TREE INCCOM256746108180,6311,948,970SH SOLE 1,948,97000
FIDELITY NATL INFORMATION SVCOM31620M106238,0401,775,228SH SOLE 1,775,22800
FLEETCOR TECHNOLOGIES INCCOM339041105177,616706,142SH SOLE 706,14200
GLOBAL PMTS INCCOM37940X10297,576575,265SH SOLE 575,26500
IAA INCCOM44925310378,3822,032,210SH SOLE 2,032,21000
L3HARRIS TECHNOLOGIES INCCOM502431109182,5761,076,065SH SOLE 1,076,06500
LOWES COS INCCOM548661107163,5991,210,770SH SOLE 1,210,77000
MICRON TECHNOLOGY INCCOM595112103124,6552,419,545SH SOLE 2,419,54500
MICROSOFT CORPCOM594918104200,780986,585SH SOLE 986,58500
NEW YORK TIMES COCL A650111107130,6393,108,231SH SOLE 3,108,23100
NUANCE COMMUNICATIONS INCCOM67020Y100106,4244,205,635SH SOLE 4,205,63500
OREILLY AUTOMOTIVE INCCOM67103H107107,427254,765SH SOLE 254,76500
RAYTHEON TECHNOLOGIES CORPCOM75513E101102,5051,663,500SH SOLE 1,663,50000
TRANSUNIONCOM89400J107105,3151,209,965SH SOLE 1,209,96500
UBER TECHNOLOGIES INCCOM90353T100186,5626,002,639SH SOLE 6,002,63900
VERISIGN INCCOM92343E102163,888792,380SH SOLE 792,38000