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
ALPHABET INC CAP STK CL A 02079K305 115,446 52,975 SH   SOLE NONE 52,975 0 0
CHANGE HEALTHCARE INC COM 15912K100 7,035 305,083 SH   SOLE NONE 305,083 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 2,955 120,651 SH   SOLE NONE 120,651 0 0
COVETRUS INC COM 22304C100 811 39,107 SH   SOLE NONE 39,107 0 0
DOLLAR GEN CORP NEW COM 256677105 105,412 429,480 SH   SOLE NONE 429,480 0 0
KLA CORP COM NEW 482480100 23,089 72,361 SH   SOLE NONE 72,361 0 0
LHC GROUP INC COM 50187A107 5,293 33,988 SH   SOLE NONE 33,988 0 0
MERITOR INC COM 59001K100 3,257 89,637 SH   SOLE NONE 89,637 0 0
NIKE INC CL B 654106103 41,493 405,999 SH   SOLE NONE 405,999 0 0
NIKE INC CL B 654106103 7,589 27,800 SH Call SOLE NONE 0 0 0
PNM RES INC COM 69349H107 4,598 96,235 SH   SOLE NONE 96,235 0 0
STARBUCKS CORP COM 855244109 21,563 57,500 SH Call SOLE NONE 0 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 17,261 1,286,189 SH   SOLE NONE 1,286,189 0 0
WELBILT INC COM 949090104 4,772 200,407 SH   SOLE NONE 200,407 0 0