The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
ACADIA HEALTHCARE COMPANY IN COM 00404A109   10,860,135 273,900 SH   SOLE   273,900 0 0
AERCAP HOLDINGS NV SHS N00985106   12,697,955 132,685 SH   SOLE   132,685 0 0
AON PLC SHS CL A G0403H108   15,372,048 42,800 SH   SOLE   42,800 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   5,808,396 173,800 SH   SOLE   173,800 0 0
COMCAST CORP NEW CL A 20030N101   11,735,856 312,706 SH   SOLE   312,706 0 0
FISERV INC COM 337738108   16,195,724 78,842 SH   SOLE   78,842 0 0
FRONTDOOR INC COM 35905A109   19,205,571 351,300 SH   SOLE   351,300 0 0
GLOBAL PMTS INC COM 37940X102   30,298,895 270,381 SH   SOLE   270,381 0 0
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109   364,295 364,368 SH   SOLE   364,368 0 0
US FOODS HLDG CORP COM 912008109   16,444,657 243,769 SH   SOLE   243,769 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   27,898,721 89,065 SH   SOLE   89,065 0 0