0001493152-23-028196.txt : 20230814 0001493152-23-028196.hdr.sgml : 20230814 20230814130727 ACCESSION NUMBER: 0001493152-23-028196 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CTF Capital Management, LP CENTRAL INDEX KEY: 0001807092 IRS NUMBER: 371906730 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21973 FILM NUMBER: 231168141 BUSINESS ADDRESS: STREET 1: 1700 EAST PUTNAM AVENUE STREET 2: SUITE 209 CITY: OLD GREENWICH STATE: CT ZIP: 06870 BUSINESS PHONE: 203-413-8793 MAIL ADDRESS: STREET 1: 1700 EAST PUTNAM AVENUE STREET 2: SUITE 209 CITY: OLD GREENWICH STATE: CT ZIP: 06870 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001807092 XXXXXXXX 06-30-2023 06-30-2023 false CTF Capital Management, LP

1700 EAST PUTNAM AVENUE SUITE 209 OLD GREENWICH CT 06870

13F HOLDINGS REPORT 028-21973 000299887 801-114713 N Frank Bosco 203-413-8793 /s/ Frank Bosco Old Greenwich CT 08-14-2023 0 13 185663275 INFORMATION TABLE 2 infotable.xml ARCH CAP GROUP LTD ORD G0450A105 16075085 214764 SH SOLE 214764 0 0 AUTONATION INC COM 05329W102 24836028 150878 SH SOLE 150878 0 0 AUTOZONE INC COM 053332102 8103420 3250 SH SOLE 3250 0 0 BOEING CO COM 097023105 23549197 111523 SH SOLE 111523 0 0 FIRST SOLAR INC COM 336433107 19845396 104400 SH SOLE 104400 0 0 LAMB WESTON HLDGS INC COM 513272104 16964551 147582 SH SOLE 147582 0 0 LENNOX INTL INC COM 526107107 23815827 73039 SH SOLE 73039 0 0 LIGHT & WONDER INC COM 80874P109 4455098 64792 SH SOLE 64792 0 0 MAXIMUS INC COM 577933104 19030300 225184 SH SOLE 225184 0 0 MEDPACE HLDGS INC COM 58506Q109 17100104 71200 SH SOLE 71200 0 0 OSCAR HEALTH INC CL A 687793109 4795700 595000 SH SOLE 595000 0 0 SHOPIFY INC CL A 82509L107 6007800 93000 SH SOLE 93000 0 0 UBS GROUP AG SHS H42097107 1084769 53516 SH SOLE 53516 0 0