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 A 02079K305 4,115 3,800 SH   SOLE   3,800 0 0
BOOKING HLDGS INC COM 09857L108 10,945 5,838 SH   SOLE   5,838 0 0
CONSTELLATION BRANDS INC CL A 21036P108 12,009 60,976 SH   SOLE   60,976 0 0
CYRUSONE INC COM 23283R100 11,818 204,743 SH   SOLE   204,743 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,541 60,487 SH   SOLE   60,487 0 0
EAGLE MATERIALS INC COM 26969P108 4,290 46,277 SH   SOLE   46,277 0 0
EQUINIX INC COM 29444U700 13,432 26,636 SH   SOLE   26,636 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 1,816 80,212 SH   SOLE   80,212 0 0
JONES LANG LASALLE INC COM 48020Q107 6,581 46,777 SH   SOLE   46,777 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 9,494 77,933 SH   SOLE   77,933 0 0
LAM RESEARCH CORP COM 512807108 30,213 160,843 SH   SOLE   160,843 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 23,773 3,083,366 SH   SOLE   3,083,366 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 2,897 158,845 SH   SOLE   158,845 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 5,399 110,184 SH   SOLE   110,184 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,099 36,104 SH   SOLE   36,104 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 15,462 277,389 SH   SOLE   277,389 0 0
ZAYO GROUP HLDGS INC COM 98919V105 12,116 368,154 SH   SOLE   368,154 0 0