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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106 86,499 1,472,568 SH   SOLE 0 1,472,568 0 0
ALLY FINL INC COM 02005N100 83,824 1,854,102 SH   SOLE 0 1,854,102 0 0
AXALTA COATING SYS LTD COM G0750C108 59,438 2,009,401 SH   SOLE 0 2,009,401 0 0
CROWN HLDGS INC COM 228368106 41,547 428,145 SH   SOLE 0 428,145 0 0
DARLING INGREDIENTS INC COM 237266101 79,114 1,075,216 SH   SOLE 0 1,075,216 0 0
DERMTECH INC COM 24984K105 11,210 220,713 SH   SOLE 0 220,713 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 4,877 331,549 SH   SOLE 0 331,549 0 0
DRAGONEER GROWTH OPPORTUN CO COM CL A G28302100 23,194 2,285,141 SH   SOLE 0 2,285,141 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 77,088 1,895,907 SH   SOLE 0 1,895,907 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 20,011 74,491 SH   SOLE 0 74,491 0 0
GLOBAL PMTS INC COM 37940X102 39,825 197,566 SH   SOLE 0 197,566 0 0
HILTON GRAND VACATIONS INC COM 43283X105 145,900 3,891,692 SH   SOLE 0 3,891,692 0 0
L BRANDS INC COM 501797104 111,708 1,805,819 SH   SOLE 0 1,805,819 0 0
ONEMAIN HLDGS INC COM 68268W103 98,167 1,827,384 SH   SOLE 0 1,827,384 0 0
OPEN LENDING CORP COM CL A 68373J104 52,904 1,493,629 SH   SOLE 0 1,493,629 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 61,394 2,189,527 SH   SOLE 0 2,189,527 0 0
VICI PPTYS INC COM 925652109 81,029 2,869,298 SH   SOLE 0 2,869,298 0 0
ZYNGA INC CL A 98986T108 50,275 4,924,091 SH   SOLE 0 4,924,091 0 0