The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 17,118,838 | 214,764 | SH | SOLE | 214,764 | 0 | 0 | |||
| AUTONATION INC | COM | 05329W102 | 15,415,245 | 101,818 | SH | SOLE | 101,818 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 15,750,478 | 6,201 | SH | SOLE | 6,201 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 11,575,793 | 13,937 | SH | SOLE | 13,937 | 0 | 0 | |||
| LENNOX INTL INC | COM | 526107107 | 15,741,083 | 42,039 | SH | SOLE | 42,039 | 0 | 0 | |||
| MAXIMUS INC | COM | 577933104 | 7,020,592 | 94,009 | SH | SOLE | 94,009 | 0 | 0 | |||
| MEDPACE HLDGS INC | COM | 58506Q109 | 15,350,558 | 63,398 | SH | SOLE | 63,398 | 0 | 0 | |||
| OSCAR HEALTH INC | CL A | 687793109 | 3,342,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||