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 |
| ACV AUCTIONS INC | COM CL A | 00091G104 | 18,770 | 2,870,000 | SH | SOLE | 2,870,000 | 0 | 0 | ||
| CANO HEALTH INC | COM CL A | 13781Y103 | 2,808 | 641,107 | SH | SOLE | 641,107 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 49,956 | 542,000 | SH | SOLE | 542,000 | 0 | 0 | ||
| DIGITALOCEAN HOLDINGS INC | COM | 25402D102 | 21,921 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| FIDELITY NATIONAL INFORMATION SVCS | COM | 31620M106 | 11,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| FLOOR & DECOR HOLDINGS INC | CL A | 339750101 | 2,896 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| GLOBAL PAYMENTS INC | COM | 37940X102 | 19,362 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 43,684 | 628,000 | SH | SOLE | 628,000 | 0 | 0 | ||
| KROGER CO | COM | 501044101 | 22,103 | 467,000 | SH | SOLE | 467,000 | 0 | 0 | ||
| LPL FINANCIAL HOLDINGS INC | COM | 50212V100 | 43,537 | 236,000 | SH | SOLE | 236,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 3,184 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 12,841 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||