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
ALLY FINL INC COM 02005N100 65,233 1,277,817 SH   SOLE   1,277,817 0 0
AXALTA COATING SYS LTD COM G0750C108 58,132 1,991,514 SH   SOLE   1,991,514 0 0
BATH & BODY WORKS INC COM 070830104 156,780 2,487,385 SH   SOLE   2,487,385 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 26,905 2,559,980 SH   SOLE   2,559,980 0 0
DARLING INGREDIENTS INC COM 237266101 91,683 1,275,148 SH   SOLE   1,275,148 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 71,257 1,571,613 SH   SOLE   1,571,613 0 0
FIVE9 INC COM 338307101 106,983 669,734 SH   SOLE   669,734 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 50,934 194,947 SH   SOLE   194,947 0 0
GLOBAL PMTS INC COM 37940X102 83,703 531,175 SH   SOLE   531,175 0 0
HILTON GRAND VACATIONS INC COM 43283X105 214,030 4,499,269 SH   SOLE   4,499,269 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 92,184 3,502,426 SH   SOLE   3,502,426 0 0
NUTANIX INC CL A 67059N108 79,053 2,096,888 SH   SOLE   2,096,888 0 0
ONEMAIN HLDGS INC COM 68268W103 111,487 2,014,952 SH   SOLE   2,014,952 0 0
ROVER GROUP INC COM CL A 77936F103 87,849 6,464,254 SH   SOLE   6,464,254 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 120,045 2,172,368 SH   SOLE   2,172,368 0 0
ZYNGA INC CL A 98986T108 48,580 6,451,562 SH   SOLE   6,451,562 0 0