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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
AERCAP HOLDINGS NV SHS N00985106   14,161,415 225,968 SH   SOLE   225,968 0 0
COMCAST CORP NEW CL A 20030N101   13,865,384 312,706 SH   SOLE   312,706 0 0
FISERV INC COM 337738108   16,587,272 146,842 SH   SOLE   146,842 0 0
GLOBAL PMTS INC COM 37940X102   28,464,521 246,681 SH   SOLE   246,681 0 0
KKR & CO INC COM 48251W104   14,771,680 239,800 SH   SOLE   239,800 0 0
MISTER CAR WASH INC COM 60646V105   622,173 112,917 SH   SOLE   112,917 0 0
US FOODS HLDG CORP COM 912008109   15,656,291 394,365 SH   SOLE   394,365 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   20,130,371 96,336 SH   SOLE   96,336 0 0