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 | 14,770,802 | 158,485 | SH | SOLE | 158,485 | 0 | 0 | ||
AON PLC | SHS CL A | G0403H108 | 12,565,224 | 42,800 | SH | SOLE | 42,800 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 9,726,481 | 138,121 | SH | SOLE | 138,121 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 12,245,567 | 312,706 | SH | SOLE | 312,706 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 21,885,332 | 146,842 | SH | SOLE | 146,842 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 11,870,427 | 351,300 | SH | SOLE | 351,300 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 26,145,843 | 270,381 | SH | SOLE | 270,381 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 7,341,140 | 1,031,059 | SH | SOLE | 1,031,059 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 15,840,914 | 298,998 | SH | SOLE | 298,998 | 0 | 0 | ||
WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 23,347,499 | 89,065 | SH | SOLE | 89,065 | 0 | 0 |