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
ADAMAS PHARMACEUTICALS INC COM 00548A106 43,044 1,270,123 SH   SOLE   1,270,123 0 0
ADIENT PLC ORD SHS G0084W101 32,521 413,226 SH   SOLE   413,226 0 0
ALLY FINL INC COM 02005N100 65,318 2,239,972 SH   SOLE   2,239,972 0 0
AMERICAN TOWER CORP NEW COM 03027X100 40,598 284,561 SH   SOLE   284,561 0 0
AUTODESK INC COM 052769106 39,837 380,015 SH   SOLE   380,015 0 0
BROADCOM LTD SHS Y09827109 63,088 245,573 SH   SOLE   245,573 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 59,535 1,330,982 SH   SOLE   1,330,982 0 0
D R HORTON INC COM 23331A109 51,204 1,002,616 SH   SOLE   1,002,616 0 0
DARLING INGREDIENTS INC COM 237266101 37,601 2,073,941 SH   SOLE   2,073,941 0 0
DXC TECHNOLOGY CO COM 23355L106 35,633 375,484 SH   SOLE   375,484 0 0
FLEX LTD ORD Y2573F102 19,762 1,098,526 SH   SOLE   1,098,526 0 0
HYATT HOTELS CORP COM CL A 448579102 59,724 812,123 SH   SOLE   812,123 0 0
INPHI CORP COM 45772F107 13,940 380,881 SH   SOLE   380,881 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 36,475 172,990 SH   SOLE   172,990 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 52,152 1,789,075 SH   SOLE   1,789,075 0 0
MICRON TECHNOLOGY INC COM 595112103 9,682 235,453 SH   SOLE   235,453 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 8,788 672,404 SH   SOLE   672,404 0 0
XPO LOGISTICS INC COM 983793100 94,892 1,036,057 SH   SOLE   1,036,057 0 0