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 |
| AMAZON COM INC | COM | 023135106 | 55,000 | 517,840 | SH | SOLE | 517,840 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 85,318 | 1,759,856 | SH | SOLE | 1,759,856 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 39,743 | 1,297,522 | SH | SOLE | 1,297,522 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 45,738 | 2,182,164 | SH | SOLE | 2,182,164 | 0 | 0 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 26,397 | 120,701 | SH | SOLE | 120,701 | 0 | 0 | ||
| JABIL INC | COM | 466313103 | 51,555 | 1,006,733 | SH | SOLE | 1,006,733 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 24,445 | 561,558 | SH | SOLE | 561,558 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 65,413 | 207,343 | SH | SOLE | 207,343 | 0 | 0 | ||
| MOMENTIVE GLOBAL INC | COM | 60878Y108 | 1,772 | 201,400 | SH | SOLE | 201,400 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 51,842 | 247,336 | SH | SOLE | 247,336 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 46,041 | 72,878 | SH | SOLE | 72,878 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 26,915 | 304,265 | SH | SOLE | 304,265 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 72,945 | 542,182 | SH | SOLE | 542,182 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 60,245 | 1,858,263 | SH | SOLE | 1,858,263 | 0 | 0 | ||