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 |
| GLOBAL PMTS INC | COM | 37940X102 | 51,381 | 375,485 | SH | SOLE | 375,485 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 44,281 | 436,697 | SH | SOLE | 436,697 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 42,850 | 915,217 | SH | SOLE | 915,217 | 0 | 0 | ||
| CLARIVATE PLC | ORD SHS | G21810109 | 38,334 | 2,287,246 | SH | SOLE | 2,287,246 | 0 | 0 | ||
| VALVOLINE INC | COM | 92047W101 | 35,012 | 1,109,377 | SH | SOLE | 1,109,377 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 26,973 | 210,155 | SH | SOLE | 210,155 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 25,818 | 513,490 | SH | SOLE | 513,490 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 17,918 | 132,412 | SH | SOLE | 132,412 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 14,912 | 255,035 | SH | SOLE | 255,035 | 0 | 0 | ||
| INSPERITY INC | COM | 45778Q107 | 2,508 | 24,972 | SH | SOLE | 24,972 | 0 | 0 | ||