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 |
| 3M Co | COM | 88579Y101 | 8,379 | 40,325 | SH | SOLE | 40,325 | 0 | 0 | ||
| Abbvie Inc | COM | 00287Y109 | 16,759 | 207,950 | SH | SOLE | 207,950 | 0 | 0 | ||
| Allegiant Travel Co | COM | 01748X102 | 1,071 | 8,275 | SH | SOLE | 8,275 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 17,201 | 14,616 | SH | SOLE | 14,616 | 0 | 0 | ||
| Cannae Hldgs Inc | COM | 13765N107 | 138,431 | 5,706,134 | SH | SOLE | 5,706,134 | 0 | 0 | ||
| Ceridian HCM Hldg Inc | COM | 15677J108 | 51,300 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Cumulus Media Inc | COM CLASS A | 231082801 | 672 | 37,336 | SH | SOLE | 37,336 | 0 | 0 | ||
| FGL Hldgs | ORD SHS | G3402M102 | 132,979 | 16,897,000 | SH | SOLE | 16,897,000 | 0 | 0 | ||
| Fidelity Natl Information Sv | COM | 31620M106 | 38,459 | 340,041 | SH | SOLE | 340,041 | 0 | 0 | ||
| Fleetcor Technologies Inc | COM | 339041105 | 12,249 | 49,674 | SH | SOLE | 49,674 | 0 | 0 | ||
| Genuine Parts Co | COM | 372460105 | 21,952 | 195,950 | SH | SOLE | 195,950 | 0 | 0 | ||
| Invitation Homes Inc | COM | 46187W107 | 48,660 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 8,175 | 58,480 | SH | SOLE | 58,480 | 0 | 0 | ||
| Lockheed Martin Corp | COM | 539830109 | 9,580 | 31,915 | SH | SOLE | 31,915 | 0 | 0 | ||
| MGM Growth Pptys LLC | CL A COM | 55303A105 | 16,125 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Nuverra Environmental Soluti | COM PAR | 67091K302 | 2,771 | 311,304 | SH | SOLE | 311,304 | 0 | 0 | ||
| PepsiCo Inc | COM | 713448108 | 22,858 | 186,516 | SH | SOLE | 186,516 | 0 | 0 | ||
| Philip Morris Intl Inc | COM | 718172109 | 19,852 | 224,600 | SH | SOLE | 224,600 | 0 | 0 | ||
| Smart Sand Inc | COM | 83191H107 | 63 | 14,250 | SH | SOLE | 14,250 | 0 | 0 | ||
| Unitedhealth Group Inc | COM | 91324P102 | 8,021 | 32,440 | SH | SOLE | 32,440 | 0 | 0 | ||
| Wells Fargo Co New | COM | 949746101 | 10,147 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| Worldpay Inc | CL A | 981558109 | 47,287 | 416,626 | SH | SOLE | 416,626 | 0 | 0 | ||