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 |
CLARIVATE PLC | ORD SHS | G21810109 | 17,522,219 | 1,866,051 | SH | SOLE | 1,866,051 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 11,854,684 | 312,706 | SH | SOLE | 312,706 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 19,084,211 | 168,842 | SH | SOLE | 168,842 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 25,055,644 | 238,081 | SH | SOLE | 238,081 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 12,594,296 | 239,800 | SH | SOLE | 239,800 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 7,731,704 | 53,381 | SH | SOLE | 53,381 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 18,385,038 | 497,700 | SH | SOLE | 497,700 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 17,020,043 | 487,122 | SH | SOLE | 487,122 | 0 | 0 |