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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   88,482,461 1,155,878 SH   SOLE   1,155,878 0 0
AERCAP HOLDINGS NV SHS N00985106   68,583,329 1,175,983 SH   SOLE   1,175,983 0 0
BATH & BODY WORKS INC COM 070830104   81,443,514 1,932,689 SH   SOLE   1,932,689 0 0
BURLINGTON STORES INC COM 122017106   57,842,562 285,276 SH   SOLE   285,276 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   29,880,542 3,434,545 SH   SOLE   3,434,545 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   19,164,534 540,760 SH   SOLE   540,760 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   39,383,012 214,411 SH   SOLE   214,411 0 0
GLOBE LIFE INC COM 37959E102   113,376,793 940,496 SH   SOLE   940,496 0 0
HILTON GRAND VACATIONS INC COM 43283X105   203,327,636 5,275,756 SH   SOLE   5,275,756 0 0
LAMB WESTON HLDGS INC COM 513272104   67,401,478 754,269 SH   SOLE   754,269 0 0
NEW YORK TIMES CO CL A 650111107   33,038,080 1,017,809 SH   SOLE   1,017,809 0 0
NUTANIX INC CL A 67059N108   89,541,665 3,437,300 SH Call SOLE   3,437,300 0 0
NUTANIX INC CL A 67059N108   146,947,034 5,640,961 SH   SOLE   5,640,961 0 0
NUTRIEN LTD COM 67077M108   42,630,897 583,745 SH   SOLE   583,745 0 0
ONEMAIN HLDGS INC COM 68268W103   57,518,176 1,726,754 SH   SOLE   1,726,754 0 0
PENN ENTERTAINMENT INC COM 707569109   2,726,460 91,800 SH   SOLE   91,800 0 0
ROVER GROUP INC COM CL A 77936F103   30,600,691 8,338,063 SH   SOLE   8,338,063 0 0
VERISIGN INC COM 92343E102   75,487,490 367,443 SH   SOLE   367,443 0 0
VICI PPTYS INC COM 925652109   52,189,661 1,610,792 SH   SOLE   1,610,792 0 0