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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
ACADIA HEALTHCARE COMPANY IN COM 00404A109   8,304,648 273,900 SH   SOLE   273,900 0 0
AERCAP HOLDINGS NV SHS N00985106   13,556,426 132,685 SH   SOLE   132,685 0 0
AON PLC SHS CL A G0403H108   10,136,886 25,400 SH   SOLE   25,400 0 0
APARTMENT INVT & MGMT CO CL A 03748R747   6,987,605 794,046 SH   SOLE   794,046 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   5,530,000 221,200 SH   SOLE   221,200 0 0
COMCAST CORP NEW CL A 20030N101   7,668,041 207,806 SH   SOLE   207,806 0 0
FISERV INC COM 337738108   9,063,305 41,042 SH   SOLE   41,042 0 0
FRONTDOOR INC COM 35905A109   10,158,248 264,400 SH   SOLE   264,400 0 0
GLOBAL PMTS INC COM 37940X102   26,475,708 270,381 SH   SOLE   270,381 0 0
IQVIA HLDGS INC COM 46266C105   7,810,090 44,300 SH   SOLE   44,300 0 0
US FOODS HLDG CORP COM 912008109   14,143,877 216,069 SH   SOLE   216,069 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   20,197,582 59,765 SH   SOLE   59,765 0 0