The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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
Electronic Arts Inc. EA US SHS 285512109 14,926 138,830 SH   SOLE   138,830 0 0
SONY CORP-SPONSORED ADR SNE US SHS 835699307 13,631 200,450 SH   SOLE   200,450 0 0
CITRIX SYSTEMS INC CTXS US SHS 177376100 12,376 111,600 SH   SOLE   111,600 0 0
Interactive Brokers Group, Inc. Class A IBKR US SHS 45841N107 11,697 250,900 SH   SOLE   250,900 0 0
HILTON GRAND VACATIONS INC HGV US SHS 43283X105 7,598 220,950 SH   SOLE   220,950 0 0
Discovery Communications, Inc. Class A DISCA US SHS 25470F104 7,514 229,500 SH   SOLE   229,500 0 0
UNIVAR INC UNVR US SHS 91336L107 6,489 267,700 SH   SOLE   267,700 0 0
TRIMBLE INC TRMB US SHS 896239100 6,412 153,800 SH   SOLE   153,800 0 0
CHEMOURS CO/THE CC US SHS 163851108 5,979 330,500 SH   SOLE   330,500 0 0
TRIUMPH GROUP INC TGI US SHS 896818101 4,554 180,200 SH   SOLE   180,200 0 0
CARS.COM INC CARS US SHS 14575E105 4,079 333,800 SH   SOLE   333,800 0 0
SPIRIT AEROSYS-A SPR US SHS 848574109 3,753 51,500 SH   SOLE   51,500 0 0
GODADDY INC - CLASS A GDDY US SHS 380237107 2,520 37,100 SH   SOLE   37,100 0 0
ALLIANCE DATA SYSTEMS CORP ADS US SHS 018581108 2,311 20,600 SH   SOLE   20,600 0 0
SCHWAB US REIT ETF SCHH US SHS 808524847 584 12,700 SH   SOLE   12,700 0 0