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
ACI WORLDWIDE INC COM 004498101 18,743 717,286 SH   SOLE   717,286 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 5,064 456,424 SH   SOLE   456,424 0 0
CHURCHILL CAP CORP III *W EXP 03/01/202 17144C112 1,042 520,950 SH   SOLE   520,950 0 0
CHURCHILL CAP CORP III COM 17144C104 24,706 2,410,356 SH   SOLE   2,410,356 0 0
CHURCHILL CAP CORP III UNIT 03/01/2027 17144C203 110 10,455 SH   SOLE   10,455 0 0
EURONET WORLDWIDE INC COM 298736109 10,021 109,998 SH   SOLE   109,998 0 0
EXPEDIA GROUP INC COM NEW 30212P303 27,067 295,200 SH   SOLE   295,200 0 0
IAC INTERACTIVECORP NEW COM 44891N109 7,546 63,000 SH   SOLE   63,000 0 0
LKQ CORP COM 501889208 29,064 1,048,105 SH   SOLE   1,048,105 0 0
PPD INC COM 69355F102 24,872 672,406 SH   SOLE   672,406 0 0
SHAKE SHACK INC CL A 819047101 10,078 156,300 SH   SOLE   156,300 0 0
US FOODS HLDG CORP COM 912008109 14,892 670,200 SH   SOLE   670,200 0 0
WABTEC COM 929740108 17,945 290,000 SH   SOLE   290,000 0 0