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
ALLY FINL INC COM 02005N100 88,812 1,781,941 SH   SOLE 0 1,781,941 0 0
AXALTA COATING SYS LTD COM G0750C108 74,541 2,444,758 SH   SOLE 0 2,444,758 0 0
CROWN HLDGS INC COM 228368106 47,272 462,498 SH   SOLE 0 462,498 0 0
DARLING INGREDIENTS INC COM 237266101 79,150 1,172,592 SH   SOLE 0 1,172,592 0 0
DRAGONEER GROWTH OPPORTUN CO COM CL A G28302100 22,178 2,226,716 SH   SOLE 0 2,226,716 0 0
FASTLY INC CL A 31188V100 50,660 850,000 SH Put SOLE 0 850,000 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 85,100 1,958,121 SH   SOLE 0 1,958,121 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 43,420 169,571 SH   SOLE 0 169,571 0 0
GLOBAL PMTS INC COM 37940X102 78,837 420,376 SH   SOLE 0 420,376 0 0
HILTON GRAND VACATIONS INC COM 43283X105 162,579 3,927,989 SH   SOLE 0 3,927,989 0 0
L BRANDS INC COM 501797104 145,034 2,012,680 SH   SOLE 0 2,012,680 0 0
ONEMAIN HLDGS INC COM 68268W103 123,520 2,061,764 SH   SOLE 0 2,061,764 0 0
OPEN LENDING CORP COM CL A 68373J104 23,774 551,721 SH   SOLE 0 551,721 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 47,514 1,614,492 SH   SOLE 0 1,614,492 0 0
VICI PPTYS INC COM 925652109 89,035 2,870,252 SH   SOLE 0 2,870,252 0 0
ZYNGA INC CL A 98986T108 63,065 5,932,702 SH   SOLE 0 5,932,702 0 0