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 |
AERCAP HOLDINGS NV | SHS | N00985106 | 14,161,415 | 225,968 | SH | SOLE | 225,968 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 13,865,384 | 312,706 | SH | SOLE | 312,706 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 16,587,272 | 146,842 | SH | SOLE | 146,842 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 28,464,521 | 246,681 | SH | SOLE | 246,681 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 14,771,680 | 239,800 | SH | SOLE | 239,800 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 622,173 | 112,917 | SH | SOLE | 112,917 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 15,656,291 | 394,365 | SH | SOLE | 394,365 | 0 | 0 | ||
WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 20,130,371 | 96,336 | SH | SOLE | 96,336 | 0 | 0 |