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 59,675 1,673,443 SH   SOLE 0 1,673,443 0 0
ARCOSA INC COM 039653100 30,754 559,874 SH   SOLE 0 559,874 0 0
AXALTA COATING SYS LTD COM G0750C108 16,059 562,500 SH   SOLE 0 562,500 0 0
DARLING INGREDIENTS INC COM 237266101 32,383 561,418 SH   SOLE 0 561,418 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 67,659 1,730,841 SH   SOLE 0 1,730,841 0 0
GLOBAL PMTS INC COM 37940X102 57,037 264,771 SH   SOLE 0 264,771 0 0
HILTON GRAND VACATIONS INC COM 43283X105 93,634 2,986,715 SH   SOLE 0 2,986,715 0 0
IQVIA HLDGS INC COM 46266C105 24,735 138,051 SH   SOLE 0 138,051 0 0
L BRANDS INC COM 501797104 57,406 1,543,596 SH   SOLE 0 1,543,596 0 0
NETFLIX INC COM 64110L106 19,776 36,573 SH   SOLE 0 36,573 0 0
ONEMAIN HLDGS INC COM 68268W103 75,451 1,566,669 SH   SOLE 0 1,566,669 0 0
OPEN LENDING CORP COM CL A 68373J104 82,566 2,361,722 SH   SOLE 0 2,361,722 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 54,475 2,109,792 SH   SOLE 0 2,109,792 0 0
VICI PPTYS INC COM 925652109 79,578 3,120,725 SH   SOLE 0 3,120,725 0 0
ZYNGA INC CL A 98986T108 50,890 5,156,077 SH   SOLE 0 5,156,077 0 0