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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106   14,770,802 158,485 SH   SOLE   158,485 0 0
AON PLC SHS CL A G0403H108   12,565,224 42,800 SH   SOLE   42,800 0 0
APTIV PLC SHS G6095L109   9,726,481 138,121 SH   SOLE   138,121 0 0
COMCAST CORP NEW CL A 20030N101   12,245,567 312,706 SH   SOLE   312,706 0 0
FISERV INC COM 337738108   21,885,332 146,842 SH   SOLE   146,842 0 0
FRONTDOOR INC COM 35905A109   11,870,427 351,300 SH   SOLE   351,300 0 0
GLOBAL PMTS INC COM 37940X102   26,145,843 270,381 SH   SOLE   270,381 0 0
MISTER CAR WASH INC COM 60646V105   7,341,140 1,031,059 SH   SOLE   1,031,059 0 0
US FOODS HLDG CORP COM 912008109   15,840,914 298,998 SH   SOLE   298,998 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   23,347,499 89,065 SH   SOLE   89,065 0 0