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 29,725 27,500 SH   SOLE   27,500 0 0
BOOKING HLDGS INC COM 09857L108 88,299 47,100 SH   SOLE   47,100 0 0
FACEBOOK INC CL A 30303M102 69,480 360,000 SH   SOLE   360,000 0 0
FASTENAL CO COM 311900104 26,072 800,000 SH   SOLE   800,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 29,777 1,100,000 SH   SOLE   1,100,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 32,514 988,878 SH   SOLE   988,878 0 0
HUNT J B TRANS SVCS INC COM 445658107 50,276 550,000 SH   SOLE   550,000 0 0
LKQ CORP COM 501889208 53,220 2,000,000 SH   SOLE   2,000,000 0 0
OWENS CORNING NEW COM 690742101 75,773 1,301,939 SH   SOLE   1,301,939 0 0
STONECO LTD COM CL A G85158106 22,185 750,000 SH   SOLE   750,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 67,579 1,681,500 SH   SOLE   1,681,500 0 0
UNION PACIFIC CORP COM 907818108 58,343 345,000 SH   SOLE   345,000 0 0
UNIVAR INC COM 91336L107 30,856 1,400,000 SH   SOLE   1,400,000 0 0
VISA INC COM CL A 92826C839 23,429 135,000 SH   SOLE   135,000 0 0
WABTEC CORP COM 929740108 79,654 1,110,000 SH   SOLE   1,110,000 0 0
WORLDPAY INC CL A 981558109 2,451 20,000 SH Call SOLE   20,000 0 0
WORLDPAY INC CL A 981558109 63,113 515,000 SH   SOLE   515,000 0 0