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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
ACADIA HEALTHCARE COMPANY IN COM 00404A109   7,539,887 332,300 SH   SOLE   332,300 0 0
AERCAP HOLDINGS NV SHS N00985106   11,347,245 96,985 SH   SOLE   96,985 0 0
AON PLC SHS CL A G0403H108   9,061,704 25,400 SH   SOLE   25,400 0 0
APARTMENT INVT & MGMT CO CL A 03748R747   8,011,163 926,146 SH   SOLE   926,146 0 0
COMCAST CORP NEW CL A 20030N101   7,416,596 207,806 SH   SOLE   207,806 0 0
FIRST AMERN FINL CORP COM 31847R102   9,635,038 156,948 SH   SOLE   156,948 0 0
FISERV INC COM 337738108   7,076,051 41,042 SH   SOLE   41,042 0 0
FRONTDOOR INC COM 35905A109   10,880,324 184,600 SH   SOLE   184,600 0 0
IQVIA HLDGS INC COM 46266C105   9,786,339 62,100 SH   SOLE   62,100 0 0
MISTER CAR WASH INC COM 60646V105   3,561,424 592,583 SH   SOLE   592,583 0 0
US FOODS HLDG CORP COM 912008109   14,413,885 187,169 SH   SOLE   187,169 0 0
VALVOLINE INC COM 92047W101   8,350,335 220,500 SH   SOLE   220,500 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   20,616,723 67,265 SH   SOLE   67,265 0 0