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 |
COMCAST CORP-CLASS A | CL A | 20030N101 | 26,259,183 | 750,906 | SH | SOLE | 750,906 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 24,806,823 | 245,442 | SH | SOLE | 245,442 | 0 | 0 | ||
US FOODS HOLDING CORP | COM | 912008109 | 20,898,486 | 614,300 | SH | SOLE | 614,300 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 18,552,448 | 568,222 | SH | SOLE | 568,222 | 0 | 0 | ||
CLARIVATE PLC | ORD SHS | G21810109 | 14,881,571 | 1,784,361 | SH | SOLE | 1,784,361 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 11,131,516 | 239,800 | SH | SOLE | 239,800 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 10,469,695 | 43,631 | SH | SOLE | 43,631 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 7,473,340 | 53,381 | SH | SOLE | 53,381 | 0 | 0 |