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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CAP STK CL A 02079K305 56,445 42,142 SH   SOLE   42,142 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 52,938 1,109,575 SH   SOLE   1,109,575 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 13,103 367,127 SH   SOLE   367,127 0 0
BANK AMER CORP COM 060505104 31,369 890,670 SH   SOLE   890,670 0 0
BANK NEW YORK MELLON CORP COM 064058100 138,755 2,756,908 SH   SOLE   2,756,908 0 0
BLACKROCK INC COM 09247X101 164,557 327,346 SH   SOLE   327,346 0 0
BOOKING HLDGS INC COM 09857L108 45,909 22,354 SH   SOLE   22,354 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 53,243 430,979 SH   SOLE   430,979 0 0
CAPITAL ONE FINL CORP COM 14040H105 34,677 336,968 SH   SOLE   336,968 0 0
CARMAX INC COM 143130102 31,216 356,065 SH   SOLE   356,065 0 0
CINTAS CORP COM 172908105 42,818 159,126 SH   SOLE   159,126 0 0
COMCAST CORP NEW CL A 20030N101 46,094 1,024,995 SH   SOLE   1,024,995 0 0
DECKERS OUTDOOR CORP COM 243537107 47,511 281,365 SH   SOLE   281,365 0 0
DOLLAR TREE INC COM 256746108 74,620 793,404 SH   SOLE   793,404 0 0
DXC TECHNOLOGY CO COM 23355L106 49,118 1,306,674 SH   SOLE   1,306,674 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 40,754 898,265 SH   SOLE   898,265 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 134,127 964,317 SH   SOLE   964,317 0 0
GENPACT LIMITED SHS G3922B107 96,552 2,289,591 SH   SOLE   2,289,591 0 0
GLOBAL PMTS INC COM 37940X102 108,036 591,785 SH   SOLE   591,785 0 0
KKR & CO INC CL A 48251W104 100,156 3,433,523 SH   SOLE   3,433,523 0 0
L BRANDS INC COM 501797104 10,215 563,745 SH   SOLE   563,745 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 41,666 906,478 SH   SOLE   906,478 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 43,771 612,434 SH   SOLE   612,434 0 0
LPL FINL HLDGS INC COM 50212V100 83,363 903,667 SH   SOLE   903,667 0 0
MACYS INC COM 55616P104 25,197 1,482,166 SH   SOLE   1,482,166 0 0
MANPOWERGROUP INC COM 56418H100 41,014 422,390 SH   SOLE   422,390 0 0
MCDONALDS CORP COM 580135101 26,339 133,288 SH   SOLE   133,288 0 0
MICROSOFT CORP COM 594918104 14,230 90,236 SH   SOLE   90,236 0 0
MORGAN STANLEY COM NEW 617446448 69,024 1,350,242 SH   SOLE   1,350,242 0 0
NCR CORP NEW COM 62886E108 7,715 219,414 SH   SOLE   219,414 0 0
NETFLIX INC COM 64110L106 8,757 27,064 SH   SOLE   27,064 0 0
OWENS CORNING NEW COM 690742101 3,513 53,951 SH   SOLE   53,951 0 0
PAYPAL HLDGS INC COM 70450Y103 83,265 769,760 SH   SOLE   769,760 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 3,482 54,606 SH   SOLE   54,606 0 0
SALESFORCE COM INC COM 79466L302 42,912 263,849 SH   SOLE   263,849 0 0
SEAWORLD ENTMT INC COM 81282V100 6,463 203,813 SH   SOLE   203,813 0 0
SNAP INC CL A 83304A106 13,634 834,910 SH   SOLE   834,910 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 52,630 857,165 SH   SOLE   857,165 0 0
STARBUCKS CORP COM 855244109 49,813 566,576 SH   SOLE   566,576 0 0
TRACTOR SUPPLY CO COM 892356106 9,419 100,798 SH   SOLE   100,798 0 0
TRADEWEB MKTS INC CL A 892672106 42,145 909,287 SH   SOLE   909,287 0 0
WILLIAMS SONOMA INC COM 969904101 54,504 742,158 SH   SOLE   742,158 0 0
WORKDAY INC CL A 98138H101 24,478 148,850 SH   SOLE   148,850 0 0