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
ALLSTATE CORP COM 020002101 8,023 61,504 SH   SOLE   61,504 0 0
BLACK KNIGHT INC COM 09215C105 7,994 102,514 SH   SOLE   102,514 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 7,883 75,976 SH   SOLE   75,976 0 0
CAPITAL ONE FINL CORP COM 14040H105 7,971 51,532 SH   SOLE   51,532 0 0
EURONET WORLDWIDE INC COM 298736109 5,554 41,033 SH   SOLE   41,033 0 0
HILTON GRAND VACATIONS INC COM 43283X105 7,895 190,748 SH   SOLE   190,748 0 0
LIGHTSPEED POS INC SUB VTG SHS 53227R106 6,198 74,127 SH   SOLE   74,127 0 0
M & T BK CORP COM 55261F104 1,898 13,064 SH   SOLE   13,064 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,811 21,396 SH   SOLE   21,396 0 0
NCR CORP NEW COM 62886E108 7,775 170,473 SH   SOLE   170,473 0 0
PNC FINL SVCS GROUP INC COM 693475105 13,361 70,039 SH   SOLE   70,039 0 0
S&P GLOBAL INC COM 78409V104 8,007 19,508 SH   SOLE   19,508 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 7,693 31,315 SH   SOLE   31,315 0 0
SQUARE INC CL A 852234103 7,975 32,711 SH   SOLE   32,711 0 0
THOMSON REUTERS CORP. COM NEW 884903709 8,182 82,379 SH   SOLE   82,379 0 0
TRAVEL PLUS LEISURE CO COM 894164102 8,057 135,522 SH   SOLE   135,522 0 0
VISA INC COM CL A 92826C839 7,874 33,674 SH   SOLE   33,674 0 0
WELLS FARGO CO NEW COM 949746101 22,645 500,000 SH   SOLE   500,000 0 0