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
AGILENT TECHNOLOGIES INC COM 00846U101 128,654 1,455,851 SH   SOLE   1,455,851 0 0
ALLY FINL INC COM 02005N100 90,786 4,578,225 SH   SOLE   4,578,225 0 0
ALPHABET INC CAP STK CL A 02079K305 164,247 115,826 SH   SOLE   115,826 0 0
ALTICE USA INC CL A 02156K103 240,545 10,671,905 SH   SOLE   10,671,905 0 0
AMAZON COM INC COM 023135106 143,941 52,175 SH   SOLE   52,175 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 225,128 441,393 SH   SOLE   441,393 0 0
CONSTELLATION BRANDS INC CL A 21036P108 223,947 1,280,065 SH   SOLE   1,280,065 0 0
CSX CORP COM 126408103 188,910 2,708,770 SH   SOLE   2,708,770 0 0
DISH NETWORK CORPORATION CL A 25470M109 188,048 5,449,090 SH   SOLE   5,449,090 0 0
DISH NETWORK CORPORATION CL A 25470M109 48,314 1,400,000 SH Call SOLE   1,400,000 0 0
DOLLAR TREE INC COM 256746108 180,631 1,948,970 SH   SOLE   1,948,970 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 238,040 1,775,228 SH   SOLE   1,775,228 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 177,616 706,142 SH   SOLE   706,142 0 0
GLOBAL PMTS INC COM 37940X102 97,576 575,265 SH   SOLE   575,265 0 0
IAA INC COM 449253103 78,382 2,032,210 SH   SOLE   2,032,210 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 182,576 1,076,065 SH   SOLE   1,076,065 0 0
LOWES COS INC COM 548661107 163,599 1,210,770 SH   SOLE   1,210,770 0 0
MICRON TECHNOLOGY INC COM 595112103 124,655 2,419,545 SH   SOLE   2,419,545 0 0
MICROSOFT CORP COM 594918104 200,780 986,585 SH   SOLE   986,585 0 0
NEW YORK TIMES CO CL A 650111107 130,639 3,108,231 SH   SOLE   3,108,231 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 106,424 4,205,635 SH   SOLE   4,205,635 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 107,427 254,765 SH   SOLE   254,765 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 102,505 1,663,500 SH   SOLE   1,663,500 0 0
TRANSUNION COM 89400J107 105,315 1,209,965 SH   SOLE   1,209,965 0 0
UBER TECHNOLOGIES INC COM 90353T100 186,562 6,002,639 SH   SOLE   6,002,639 0 0
VERISIGN INC COM 92343E102 163,888 792,380 SH   SOLE   792,380 0 0