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
ARCOSA INC COM 039653100 22,327 529,085 SH   SOLE   529,085 0 0
BOSTON SCIENTIFIC CORP COM 101137107 22,154 631,000 SH   SOLE   631,000 0 0
DARLING INGREDIENTS INC COM 237266101 15,747 639,593 SH   SOLE   639,593 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 22,683 739,835 SH   SOLE   739,835 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 21,456 160,010 SH   SOLE   160,010 0 0
HILTON GRAND VACATIONS INC COM 43283X105 10,197 521,600 SH   SOLE   521,600 0 0
HUMANA INC COM 444859102 9,461 24,400 SH   SOLE   24,400 0 0
IQVIA HLDGS INC COM 46266C105 18,303 129,000 SH   SOLE   129,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,218 44,700 SH   SOLE   44,700 0 0
NETFLIX INC COM 64110L106 11,606 25,505 SH   SOLE   25,505 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 21,551 869,683 SH   SOLE   869,683 0 0
SMARTSHEET INC COM CL A 83200N103 20,628 405,100 SH   SOLE   405,100 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 20,317 1,064,298 SH   SOLE   1,064,298 0 0
TRACTOR SUPPLY CO COM 892356106 23,090 175,200 SH   SOLE   175,200 0 0
TRADEWEB MKTS INC CL A 892672106 41,511 713,990 SH   SOLE   713,990 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,874 60,600 SH   SOLE   60,600 0 0
VICI PPTYS INC COM 925652109 25,702 1,273,000 SH   SOLE   1,273,000 0 0