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 | 16,793,942 | 225,968 | SH | SOLE | 225,968 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 13,712,158 | 312,706 | SH | SOLE | 312,706 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 19,506,491 | 146,842 | SH | SOLE | 146,842 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 31,328,487 | 246,681 | SH | SOLE | 246,681 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 14,724,451 | 54,398 | SH | SOLE | 54,398 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 15,600,655 | 188,300 | SH | SOLE | 188,300 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 13,778,683 | 1,594,755 | SH | SOLE | 1,594,755 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 19,692,274 | 433,655 | SH | SOLE | 433,655 | 0 | 0 | ||
WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 20,245,363 | 83,936 | SH | SOLE | 83,936 | 0 | 0 |