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
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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 57,903 47,500 SH   SOLE   47,500 0 0
BOOKING HLDGS INC COM 09857L108 80,663 41,100 SH   SOLE   41,100 0 0
FACEBOOK INC CL A 30303M102 26,712 150,000 SH Call SOLE   150,000 0 0
FACEBOOK INC CL A 30303M102 64,109 360,000 SH   SOLE   360,000 0 0
FASTENAL CO COM 311900104 9,801 300,000 SH   SOLE   300,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,655 20,000 SH Call SOLE   20,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 56,663 426,806 SH   SOLE   426,806 0 0
FISERV INC COM 337738108 34,527 333,300 SH   SOLE   333,300 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 6,936 200,000 SH   SOLE   200,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 60,858 550,000 SH   SOLE   550,000 0 0
LAMB WESTON HLDGS INC COM 513272104 47,268 650,000 SH   SOLE   650,000 0 0
OWENS CORNING NEW COM 690742101 56,880 900,000 SH   SOLE   900,000 0 0
STONECO LTD COM CL A G85158106 42,606 1,225,000 SH   SOLE   1,225,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 83,660 2,000,000 SH   SOLE   2,000,000 0 0
TRACTOR SUPPLY CO COM 892356106 36,628 405,000 SH   SOLE   405,000 0 0
UNION PACIFIC CORP COM 907818108 60,743 375,000 SH   SOLE   375,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 15,493 746,300 SH   SOLE   746,300 0 0
VISA INC COM CL A 92826C839 23,221 135,000 SH   SOLE   135,000 0 0
WABTEC CORP COM 929740108 82,639 1,150,000 SH   SOLE   1,150,000 0 0