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
ASSURANT INC COM 04621X108 1,535 14,858 SH   SOLE   14,858 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,434 35,136 SH   SOLE   35,136 0 0
CANNAE HLDGS INC COM 13765N107 7,604 185,000 SH   SOLE   185,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,544 72,597 SH   SOLE   72,597 0 0
CLARIVATE PLC ORD SHS G21810109 7,671 343,508 SH   SOLE   343,508 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,083 37,908 SH   SOLE   37,908 0 0
FISERV INC COM 337738108 2,203 22,562 SH   SOLE   22,562 0 0
FRONT YD RESIDENTIAL CORP COM 35904G107 2,610 300,000 SH   SOLE   300,000 0 0
FTI CONSULTING INC COM 302941109 4,009 35,000 SH   SOLE   35,000 0 0
GLOBAL PMTS INC COM 37940X102 3,435 20,252 SH   SOLE   20,252 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,621 38,564 SH   SOLE   38,564 0 0
IHS MARKIT LTD SHS G47567105 4,248 56,266 SH   SOLE   56,266 0 0
INVITATION HOMES INC COM 46187W107 5,052 183,520 SH   SOLE   183,520 0 0
LPL FINL HLDGS INC COM 50212V100 4,667 59,526 SH   SOLE   59,526 0 0
OPEN LENDING CORP COM CL A 68373J104 604 40,000 SH   SOLE   40,000 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 4,834 115,670 SH   SOLE   115,670 0 0
THOMSON REUTERS CORP. COM NEW 884903709 4,902 72,122 SH   SOLE   72,122 0 0
VICI PPTYS INC COM 925652109 8,401 416,075 SH   SOLE   416,075 0 0
VOYA FINANCIAL INC COM 929089100 7,697 165,000 SH   SOLE   165,000 0 0