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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 79,498,350 | 1,035,000 | SH | SOLE | 1,035,000 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 136,666,808 | 1,004,903 | SH | SOLE | 1,004,903 | 0 | 0 | |||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 40,474,105 | 794,077 | SH | SOLE | 794,077 | 0 | 0 | |||
| CATALENT INC | COM | 148806102 | 22,764,000 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 14,678,325 | 1,459,078 | SH | SOLE | 1,459,078 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 81,017,040 | 3,387,000 | SH | SOLE | 3,387,000 | 0 | 0 | |||
| EXP WORLD HLDGS INC | COM | 30212W100 | 4,153,344 | 204,800 | SH | Put | SOLE | 204,800 | 0 | 0 | ||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 56,487,722 | 509,633 | SH | SOLE | 509,633 | 0 | 0 | |||
| GLOBAL BUSINESS TRAVEL GROUP | COM CL A | 37890B100 | 14,748,376 | 2,039,886 | SH | SOLE | 2,039,886 | 0 | 0 | |||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 45,890,691 | 405,825 | SH | SOLE | 405,825 | 0 | 0 | |||
| UNITED HOMES GROUP INC | CL A | 91060H108 | 1,480,145 | 139,610 | SH | SOLE | 139,610 | 0 | 0 | |||
| US FOODS HLDG CORP | COM | 912008109 | 64,662,620 | 1,469,605 | SH | SOLE | 1,469,605 | 0 | 0 | |||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 61,232,419 | 1,281,281 | SH | SOLE | 1,281,281 | 0 | 0 | |||