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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CRH PLC ORD G25508105   70,549,909 1,020,097 SH   SOLE   220,576 0 799,521
DRIVEN BRANDS HLDGS INC COM 26210V102   41,373,679 2,901,380 SH   SOLE   495,820 0 2,405,560
HILTON GRAND VACATIONS INC COM 43283X105   245,456,245 6,108,916 SH   SOLE   852,389 0 5,256,527
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   41,142,646 1,960,107 SH   SOLE   333,945 0 1,626,162
LPL FINL HLDGS INC COM 50212V100   51,364,046 225,657 SH   SOLE   38,492 0 187,165
SCHWAB CHARLES CORP COM 808513105   168,025,218 2,442,227 SH   SOLE   416,249 0 2,025,978
SMARTSHEET INC COM CL A 83200N103   171,805,018 3,592,744 SH   SOLE   609,606 0 2,983,138
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,231,314 13,110 SH   SOLE   8,925 0 4,185
WORKDAY INC CL A 98138H101   155,800,810 564,373 SH   SOLE   86,619 0 477,754