The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 122,367 | 2,365,029 | SH | SOLE | 2,365,029 | 0 | 0 | ||
| BUMBLE INC | COM CL A | 12047B105 | 61,870 | 1,237,887 | SH | SOLE | 1,237,887 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 73,274 | 1,126,072 | SH | SOLE | 1,126,072 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 56,241 | 1,007,536 | SH | SOLE | 1,007,536 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 26,558 | 263,525 | SH | SOLE | 263,525 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 73,450 | 874,720 | SH | SOLE | 874,720 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 32,907 | 457,680 | SH | SOLE | 457,680 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 56,155 | 397,279 | SH | SOLE | 397,279 | 0 | 0 | ||
| EAGLE MATLS INC | COM | 26969P108 | 29,845 | 227,550 | SH | SOLE | 227,550 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 177,695 | 1,084,165 | SH | SOLE | 1,084,165 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 24,860 | 73,250 | SH | SOLE | 73,250 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 103,616 | 954,986 | SH | SOLE | 954,986 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 7,172 | 44,897 | SH | SOLE | 44,897 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 37,253 | 142,584 | SH | SOLE | 142,584 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 20,729 | 265,378 | SH | SOLE | 265,378 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 69,361 | 1,294,286 | SH | SOLE | 1,294,286 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 10,036 | 63,929 | SH | SOLE | 63,929 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 39,981 | 141,817 | SH | SOLE | 141,817 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 55,040 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| OLAPLEX HLDGS INC | COM | 679369108 | 1,225 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 40,107 | 1,591,546 | SH | SOLE | 1,591,546 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 23,025 | 700,260 | SH | SOLE | 700,260 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 166,922 | 348,480 | SH | SOLE | 348,480 | 0 | 0 | ||
| RIMINI STR INC DEL | COM | 76674Q107 | 11,582 | 1,200,194 | SH | SOLE | 1,200,194 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 51,887 | 165,587 | SH | SOLE | 165,587 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 64,890 | 878,429 | SH | SOLE | 878,429 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 23,458 | 633,644 | SH | SOLE | 633,644 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 78,986 | 3,170,863 | SH | SOLE | 3,170,863 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 16,247 | 265,510 | SH | SOLE | 265,510 | 0 | 0 | ||