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 |
| US CONCRETE INC | COM | 90333L201 | 12,438 | 225,000 | SH | SOLE | 12,438 | 0 | 0 | ||
| UNITED RENTALS, INC. | COM | 911363109 | 10,594 | 85,000 | SH | SOLE | 10,594 | 0 | 0 | ||
| ECHOSTAR CORP-A | CL A | 278768106 | 9,340 | 235,740 | SH | SOLE | 9,340 | 0 | 0 | ||
| SUMMIT MATERIALS INC -CL A | CL A | 86614U100 | 8,892 | 400,538 | SH | SOLE | 8,892 | 0 | 0 | ||
| MARTIN MARIETTA MATERIALS | COM | 573284106 | 8,223 | 30,000 | SH | SOLE | 8,223 | 0 | 0 | ||
| GODADDY INC - CLASS A | CL A | 380237107 | 6,598 | 100,000 | SH | SOLE | 6,598 | 0 | 0 | ||
| HEALTH EQUITY | COM | 42226A107 | 6,150 | 107,616 | SH | SOLE | 6,150 | 0 | 0 | ||
| ALIBABA GROUP HOLDING-SP ADR | COM | 01609W102 | 5,853 | 35,000 | SH | SOLE | 5,853 | 0 | 0 | ||
| QUINNSTREET, INC. | COM | 74874Q100 | 5,414 | 430,000 | SH | SOLE | 5,414 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC-ADR | COM | 98980A105 | 4,906 | 230,000 | SH | SOLE | 4,906 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 4,410 | 300,000 | SH | SOLE | 4,410 | 0 | 0 | ||
| LOWE'S COMPANIES, INC. | COM | 548661107 | 3,519 | 32,000 | SH | SOLE | 3,519 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 2,846 | 1,450 | SH | SOLE | 2,846 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 2,021 | 10,000 | SH | SOLE | 2,021 | 0 | 0 | ||
| BLUCORA INC | COM | 095229100 | 1,839 | 85,000 | SH | SOLE | 1,839 | 0 | 0 | ||