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
BANK AMER CORP COM 060505104 9,254 392,300 SH   SOLE   392,300 0 0
BMC STK HLDGS INC COM 05591B109 5,696 252,056 SH   SOLE   252,056 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,746 721,216 SH   SOLE   721,216 0 0
CALLON PETE CO DEL COM 13123X102 13,971 1,061,635 SH   SOLE   1,061,635 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,717 44,963 SH   SOLE   44,963 0 0
CITIGROUP INC COM NEW 172967424 3,583 59,900 SH   SOLE   59,900 0 0
EQUIFAX INC COM 294429105 4,882 35,700 SH   SOLE   35,700 0 0
FACEBOOK INC CL A 30303M102 11,891 83,708 SH   SOLE   83,708 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,967 32,800 SH   SOLE   32,800 0 0
FOUNDATION BLDG MATLS INC COM 350392106 5,186 324,758 SH   SOLE   324,758 0 0
GARTNER INC COM 366651107 2,840 26,300 SH   SOLE   26,300 0 0
GMS INC COM 36251C103 4,811 137,300 SH   SOLE   137,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,388 90,000 SH   SOLE   90,000 0 0
LKQ CORP COM 501889208 6,597 225,397 SH   SOLE   225,397 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,789 24,800 SH   SOLE   24,800 0 0
NEWELL BRANDS INC COM 651229106 5,288 112,100 SH   SOLE   112,100 0 0
PARSLEY ENERGY INC CL A 701877102 13,591 418,056 SH   SOLE   418,056 0 0
PROPETRO HLDG CORP COM 74347M108 1,943 150,720 SH   SOLE   150,720 0 0
RADIAN GROUP INC COM 750236101 3,447 191,900 SH   SOLE   191,900 0 0
S&P GLOBAL INC COM 78409V104 7,049 53,917 SH   SOLE   53,917 0 0
TRANSUNION COM 89400J107 15,407 401,735 SH   SOLE   401,735 0 0
VISA INC COM CL A 92826C839 2,862 32,200 SH   SOLE   32,200 0 0