The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| BOOKING HOLDINGS INC | COM | 09857L108 | 10,002 | 6,087 | SH | SOLE | 6,087 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 6,745 | 134,652 | SH | SOLE | 134,652 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 17,102 | 46,728 | SH | SOLE | 46,728 | 0 | 0 | ||
| PARK HOTELS & RESORTS INC | COM | 700517105 | 5,086 | 451,666 | SH | SOLE | 451,666 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 17,351 | 2,981,289 | SH | SOLE | 2,981,289 | 0 | 0 | ||
| POOL CORP | COM | 73278L105 | 5,122 | 16,095 | SH | SOLE | 16,095 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 3,883 | 26,994 | SH | SOLE | 26,994 | 0 | 0 | ||
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 18,313 | 950,835 | SH | SOLE | 950,835 | 0 | 0 | ||