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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AERCAP HOLDINGS NV | SHS | N00985106 | 19,638,879 | 225,968 | SH | SOLE | 225,968 | 0 | 0 | |||
| COMCAST CORP-CLASS A | CL A | 20030N101 | 13,555,805 | 312,706 | SH | SOLE | 312,706 | 0 | 0 | |||
| FISERV INC | COM | 337738108 | 23,468,288 | 146,842 | SH | SOLE | 146,842 | 0 | 0 | |||
| FRONTDOOR INC | COM | 35905A109 | 9,871,740 | 303,000 | SH | SOLE | 303,000 | 0 | 0 | |||
| GLOBAL PMTS INC | COM | 37940X102 | 32,971,382 | 246,681 | SH | SOLE | 246,681 | 0 | 0 | |||
| HCA HEALTHCARE INC | COM | 40412C101 | 13,581,342 | 40,720 | SH | SOLE | 40,720 | 0 | 0 | |||
| MISTER CAR WASH INC | COM | 60646V105 | 7,990,707 | 1,031,059 | SH | SOLE | 1,031,059 | 0 | 0 | |||
| US FOODS HLDG CORP | COM | 912008109 | 16,136,922 | 298,998 | SH | SOLE | 298,998 | 0 | 0 | |||
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 23,082,400 | 83,936 | SH | SOLE | 83,936 | 0 | 0 | |||