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
ABIOMED INC COM 003654100 250 1,468 SH   SOLE   1,468 0 0
AXALTA COATING SYS LTD COM G0750C108 7,583 249,427 SH   SOLE   249,427 0 0
CHEESECAKE FACTORY INC COM 163072101 297 7,640 SH   SOLE   7,640 0 0
DAVITA INC COM 23918K108 107,175 1,428,431 SH   SOLE   1,428,431 0 0
DOLLAR TREE INC COM 256746108 300 3,195 SH   SOLE   3,195 0 0
KRAFT HEINZ CO COM 500754106 265 8,240 SH   SOLE   8,240 0 0
SYNCHRONY FINL COM 87165B103 15,532 431,317 SH   SOLE   431,317 0 0