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
AFFILIATED MANAGERS GROUP IN COM 008252108 21,386 130,000 SH   SOLE   130,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 9,280 208,768 SH   SOLE   208,768 0 0
AXON ENTERPRISE INC COM 05464C101 3,592 22,878 SH   SOLE   22,878 0 0
BROWN & BROWN INC COM 115236101 6,151 87,522 SH   SOLE   87,522 0 0
CHEGG INC COM 163092109 614 20,000 SH   SOLE   20,000 0 0
CROWN HLDGS INC COM 228368106 12,529 113,263 SH   SOLE   113,263 0 0
HILTON GRAND VACATIONS INC COM 43283X105 9,667 185,518 SH   SOLE   185,518 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 5,418 129,522 SH   SOLE   129,522 0 0
LAMB WESTON HLDGS INC COM 513272104 9,285 146,492 SH   SOLE   146,492 0 0
MACYS INC COM 55616P104 23,562 900,000 SH   SOLE   900,000 0 0
NVR INC COM 62944T105 9,809 1,660 SH   SOLE   1,660 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 9,105 130,476 SH   SOLE   130,476 0 0
PURPLE INNOVATION INC COM 74640Y106 3,776 284,521 SH   SOLE   284,521 0 0
SMARTSHEET INC COM CL A 83200N103 3,578 46,198 SH   SOLE   46,198 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,116 84,540 SH   SOLE   84,540 0 0
SYLVAMO CORP COMMON STOCK 871332102 3,969 142,303 SH   SOLE   142,303 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 17,170 39,300 SH   SOLE   39,300 0 0
YELLOW CORP COM 985510106 4,018 319,139 SH   SOLE   319,139 0 0