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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,954 118,900 SH   SOLE 0 118,900 0 0
ALLY FINL INC COM 02005N100 31,072 1,239,400 SH   SOLE 0 1,239,400 0 0
ARCOSA INC COM 039653100 25,214 571,885 SH   SOLE 0 571,885 0 0
DARLING INGREDIENTS INC COM 237266101 27,736 769,793 SH   SOLE 0 769,793 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 58,945 1,882,635 SH   SOLE 0 1,882,635 0 0
GLOBAL PMTS INC COM 37940X102 45,372 255,500 SH   SOLE 0 255,500 0 0
HILTON GRAND VACATIONS INC COM 43283X105 28,216 1,344,900 SH   SOLE 0 1,344,900 0 0
L BRANDS INC COM 501797104 39,075 1,228,375 SH   SOLE 0 1,228,375 0 0
NETFLIX INC COM 64110L106 23,854 47,705 SH   SOLE 0 47,705 0 0
OPEN LENDING CORP COM CL A 68373J104 80,349 3,150,947 SH   SOLE 0 3,150,947 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 29,416 550,647 SH   SOLE 0 550,647 0 0
SMARTSHEET INC COM CL A 83200N103 27,202 550,425 SH   SOLE 0 550,425 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 31,189 1,711,798 SH   SOLE 0 1,711,798 0 0
TRADEWEB MKTS INC CL A 892672106 22,794 392,999 SH   SOLE 0 392,999 0 0
VICI PPTYS INC COM 925652109 55,106 2,358,000 SH   SOLE 0 2,358,000 0 0