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
AMPHENOL CORP NEW CL A 032095101   5,947,800 60,000 SH   SOLE   60,000 0 0
ARCH CAP GROUP LTD ORD G0450A105   15,950,522 214,764 SH   SOLE   214,764 0 0
AUTOZONE INC COM 053332102   16,033,368 6,201 SH   SOLE   6,201 0 0
BANK AMERICA CORP COM 060505104   5,909,085 175,500 SH   SOLE   175,500 0 0
BROADCOM INC COM 11135F101   36,802,763 32,970 SH   SOLE   32,970 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,717,400 2,500 SH   SOLE   2,500 0 0
CRH PLC ORD G25508105   2,593,500 37,500 SH   SOLE   37,500 0 0
INTEL CORP COM 458140100   14,220,750 283,000 SH   SOLE   283,000 0 0
LENNOX INTL INC COM 526107107   18,813,293 42,039 SH   SOLE   42,039 0 0
MEDPACE HLDGS INC COM 58506Q109   15,149,326 49,422 SH   SOLE   49,422 0 0
OSCAR HEALTH INC CL A 687793109   1,291,028 141,096 SH   SOLE   141,096 0 0
PLANET FITNESS INC CL A 72703H101   4,075,517 55,829 SH   SOLE   55,829 0 0
QORVO INC COM 74736K101   6,418,770 57,000 SH   SOLE   57,000 0 0