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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
CLARIVATE PLC ORD SHS G21810109   24,051,347 2,523,751 SH   SOLE   2,523,751 0 0
COMCAST CORP NEW CL A 20030N101   12,992,934 312,706 SH   SOLE   312,706 0 0
DOLLAR GEN CORP NEW COM 256677105   9,473,724 55,800 SH   SOLE   55,800 0 0
FISERV INC COM 337738108   18,524,118 146,842 SH   SOLE   146,842 0 0
GLOBAL PMTS INC COM 37940X102   24,303,012 246,681 SH   SOLE   246,681 0 0
KKR & CO INC COM 48251W104   13,428,800 239,800 SH   SOLE   239,800 0 0
US FOODS HLDG CORP COM 912008109   20,938,060 475,865 SH   SOLE   475,865 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   11,892,750 50,500 SH   SOLE   50,500 0 0