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 |
| FISERV INC | COM | 337738108 | 41,671 | 445,342 | SH | SOLE | 445,342 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 35,918 | 1,224,606 | SH | SOLE | 1,224,606 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 29,057 | 1,146,690 | SH | SOLE | 1,146,690 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 28,616 | 264,838 | SH | SOLE | 264,838 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 24,849 | 185,207 | SH | SOLE | 185,207 | 0 | 0 | ||
| CLARIVATE PLC | ORD SHS | G21810109 | 21,807 | 2,322,341 | SH | SOLE | 2,322,341 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 16,242 | 614,300 | SH | SOLE | 614,300 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 10,664 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||