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 50,138 37,500 SH   SOLE   37,500 0 0
BOOKING HLDGS INC COM 09857L108 84,408 41,100 SH   SOLE   41,100 0 0
DISNEY WALT CO COM DISNEY 254687106 102,687 710,000 SH Call SOLE   710,000 0 0
FACEBOOK INC CL A 30303M102 58,086 283,000 SH   SOLE   283,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,782 20,000 SH Call SOLE   20,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 59,364 426,806 SH   SOLE   426,806 0 0
FISERV INC COM 337738108 63,597 550,000 SH   SOLE   550,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 6,422 197,900 SH   SOLE   197,900 0 0
HUNT J B TRANS SVCS INC COM 445658107 64,229 550,000 SH   SOLE   550,000 0 0
LAMB WESTON HLDGS INC COM 513272104 68,824 800,000 SH   SOLE   800,000 0 0
OWENS CORNING NEW COM 690742101 17,448 267,939 SH   SOLE   267,939 0 0
STONECO LTD COM CL A G85158106 31,912 800,000 SH   SOLE   800,000 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 71,340 1,500,000 SH   SOLE   1,500,000 0 0
TRACTOR SUPPLY CO COM 892356106 45,318 485,000 SH   SOLE   485,000 0 0
UNION PACIFIC CORP COM 907818108 62,373 345,000 SH   SOLE   345,000 0 0
VISA INC COM CL A 92826C839 25,367 135,000 SH   SOLE   135,000 0 0
WABTEC CORP COM 929740108 83,635 1,075,000 SH   SOLE   1,075,000 0 0