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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
WEX INC COM 96208T104   500,225,591 2,105,947 SH   SOLE   2,105,947 0 0
ASBURY AUTO GP COM 043436104   475,663,044 2,017,402 SH   SOLE   2,017,402 0 0
SLM CORP COM 78442P106   429,206,346 19,697,400 SH   SOLE   19,697,400 0 0
CLARIVATE PLC COM G21810109   281,501,785 37,887,185 SH   SOLE   37,887,185 0 0
CONCENTRIX CORPORATION COM 20602D101   254,706,621 3,846,370 SH   SOLE   3,846,370 0 0
ENVESTNET INC COM 29404K106   242,287,622 4,183,865 SH   SOLE   4,183,865 0 0
CROWN HOLDINGS COM 228368106   234,251,979 2,955,488 SH   SOLE   2,955,488 0 0
MARRIOTT VACATIONS WDWIDE CORP COM 57164Y107   123,612,526 1,147,429 SH   SOLE   1,147,429 0 0
WALKER & DUNLOP INC COM 93148P102   104,505,439 1,034,093 SH   SOLE   1,034,093 0 0