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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APOLLO GLOBAL MGMT INC COM 03769M106   73,634,454 1,165,840 SH   SOLE   1,165,840 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   133,822,977 1,507,355 SH   SOLE   1,507,355 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   38,758,898 794,077 SH   SOLE   794,077 0 0
CRITEO S A SPONS ADS 226718104   48,181,762 1,529,337 SH   SOLE   1,529,337 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   13,715,333 1,459,078 SH   SOLE   1,459,078 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   51,956,912 2,171,204 SH   SOLE   2,171,204 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   54,604,125 573,633 SH   SOLE   573,633 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   12,325,236 1,859,010 SH   SOLE   1,859,010 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   40,654,849 389,825 SH   SOLE   389,825 0 0
UNITED HOMES GROUP INC CL A 91060H108   2,758,694 139,610 SH   SOLE   139,610 0 0
US FOODS HLDG CORP COM 912008109   54,287,209 1,469,605 SH   SOLE   1,469,605 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   53,917,907 1,150,126 SH   SOLE   1,150,126 0 0