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 |
| ARCOSA INC | COM | 039653100 | 42,371 | 1,066,213 | SH | SOLE | - | 1,066,213 | 0 | 0 | |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 11,763 | 360,500 | SH | SOLE | - | 360,500 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 16,403 | 169,800 | SH | SOLE | - | 169,800 | 0 | 0 | |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 29,961 | 246,310 | SH | SOLE | - | 246,310 | 0 | 0 | |
| GLOBAL PMTS INC | COM | 37940X102 | 8,510 | 59,000 | SH | SOLE | - | 59,000 | 0 | 0 | |
| HUMANA INC | COM | 444859102 | 9,138 | 29,100 | SH | SOLE | - | 29,100 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 14,802 | 1,280,453 | SH | SOLE | - | 1,280,453 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 11,595 | 48,000 | SH | SOLE | - | 48,000 | 0 | 0 | |
| MEDTRONIC PLC | SHS | G5960L103 | 4,401 | 48,800 | SH | SOLE | - | 48,800 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 15,210 | 40,505 | SH | SOLE | - | 40,505 | 0 | 0 | |
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 46,998 | 2,289,217 | SH | SOLE | - | 2,289,217 | 0 | 0 | |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 21,984 | 1,380,917 | SH | SOLE | - | 1,380,917 | 0 | 0 | |
| TRADEWEB MKTS INC | CL A | 892672106 | 22,117 | 526,090 | SH | SOLE | - | 526,090 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 17,556 | 70,400 | SH | SOLE | - | 70,400 | 0 | 0 | |