The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALTICE USA INC | CL A | 02156K103 | 191,591 | 8,595,396 | SH | SOLE | 8,595,396 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 64,567 | 184,182 | SH | SOLE | 184,182 | 0 | 0 | ||
| BORR DRILLING LTD | SHS | G1466R207 | 1,698 | 3,504,171 | SH | SOLE | 3,504,171 | 0 | 0 | ||
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 50,618 | 496,257 | SH | SOLE | 496,257 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 81,949 | 586,480 | SH | SOLE | 586,480 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 72,789 | 891,043 | SH | SOLE | 891,043 | 0 | 0 | ||
| GRIFOLS S A | SP ADR REP B NVT | 398438408 | 13,448 | 667,735 | SH | SOLE | 667,735 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 114,191 | 1,673,374 | SH | SOLE | 1,673,374 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 96,997 | 1,991,715 | SH | SOLE | 1,991,715 | 0 | 0 | ||
| SECOO HLDG LTD | ADR | 81367P101 | 3,461 | 920,454 | SH | SOLE | 920,454 | 0 | 0 | ||