The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALLY FINL INC | COM | 02005N100 | 65,233 | 1,277,817 | SH | SOLE | 1,277,817 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 58,132 | 1,991,514 | SH | SOLE | 1,991,514 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 156,780 | 2,487,385 | SH | SOLE | 2,487,385 | 0 | 0 | ||
CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 26,905 | 2,559,980 | SH | SOLE | 2,559,980 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 91,683 | 1,275,148 | SH | SOLE | 1,275,148 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 71,257 | 1,571,613 | SH | SOLE | 1,571,613 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 106,983 | 669,734 | SH | SOLE | 669,734 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 50,934 | 194,947 | SH | SOLE | 194,947 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 83,703 | 531,175 | SH | SOLE | 531,175 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 214,030 | 4,499,269 | SH | SOLE | 4,499,269 | 0 | 0 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 92,184 | 3,502,426 | SH | SOLE | 3,502,426 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 79,053 | 2,096,888 | SH | SOLE | 2,096,888 | 0 | 0 | ||
ONEMAIN HLDGS INC | COM | 68268W103 | 111,487 | 2,014,952 | SH | SOLE | 2,014,952 | 0 | 0 | ||
ROVER GROUP INC | COM CL A | 77936F103 | 87,849 | 6,464,254 | SH | SOLE | 6,464,254 | 0 | 0 | ||
VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 120,045 | 2,172,368 | SH | SOLE | 2,172,368 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 48,580 | 6,451,562 | SH | SOLE | 6,451,562 | 0 | 0 |