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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ATHENE HOLDING LTDCL AG0684D1077,931157,355SH SOLE 157,35500
CAESARS ENTERTAINMENT INC NECOM12769G1007,89690,289SH SOLE 90,28900
CI FINL CORPCOM1254911003,929271,550SH SOLE 271,55000
EQUITABLE HLDGS INCCOM29452E1017,820239,745SH SOLE 239,74500
EURONET WORLDWIDE INCCOM2987361098,05858,268SH SOLE 58,26800
EXTENDED STAY AMER INCUNIT 99/99/9999B30224P20029,6251,500,000SHCallSOLE 1,500,00000
FIFTH THIRD BANCORPCOM3167731007,943212,102SH SOLE 212,10200
FINTECH ACQUISITION CORP IVCL A31810N1042,968265,500SH SOLE 265,50000
FIRST CTZNS BANCSHARES INC NCL A31946M1037,8569,400SH SOLE 9,40000
HILTON GRAND VACATIONS INCCOM43283X1057,925211,397SH SOLE 211,39700
LIGHTSPEED POS INCSUB VTG SHS53227R1066,885109,623SH SOLE 109,62300
MARRIOTT VACTINS WORLDWID COCOM57164Y1074,09123,490SH SOLE 23,49000
MASTERCARD INCORPORATEDCL A57636Q1047,66021,513SH SOLE 21,51300
SCHWAB CHARLES CORPCOM8085131058,037123,310SH SOLE 123,31000
SIGNATURE BK NEW YORK N YCOM82669G1048,21136,314SH SOLE 36,31400
SIX FLAGS ENTMT CORP NEWCOM83001A1027,797167,789SH SOLE 167,78900
SVB FINANCIAL GROUPCOM78486Q1015,43011,000SH SOLE 11,00000
TRAVEL PLUS LEISURE COCOM8941641027,721126,235SH SOLE 126,23500
VISA INCCOM CL A92826C8397,98637,716SH SOLE 37,71600