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
Expires: July 31, 2015
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
ADVANCED MICRO DEVICES INC COM 007903107 7,431,303 52,370 SH SOLE 52,370 0 0
AMPHENOL CORP NEW CL A 032095101 13,696,625 138,700 SH SOLE 138,700 0 0
APPFOLIO INC COM CL A 03783C100 14,105,341 61,253 SH SOLE 61,253 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 6,079,663 166,932 SH SOLE 166,932 0 0
AUTOZONE INC COM 053332102 7,862,503 2,118 SH SOLE 2,118 0 0
AXIS CAP HLDGS LTD SHS G0692U109 26,993,200 260,000 SH SOLE 260,000 0 0
BROADCOM INC COM 11135F101 10,736,568 38,950 SH SOLE 38,950 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,819,014 58,437 SH SOLE 58,437 0 0
CVS HEALTH CORP COM 126650100 17,934,800 260,000 SH SOLE 260,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101 4,461,658 24,743 SH SOLE 24,743 0 0
LENNOX INTL INC COM 526107107 8,632,421 15,059 SH SOLE 15,059 0 0
MEDPACE HLDGS INC COM 58506Q109 1,732,193 5,519 SH SOLE 5,519 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 3,761,303 23,175 SH SOLE 23,175 0 0
PATRICK INDS INC COM 703343103 9,227,000 100,000 SH SOLE 100,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 17,290,025 55,215 SH SOLE 55,215 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 3,603,000 100,000 SH SOLE 100,000 0 0
SLM CORP COM 78442P106 1,948,579 59,426 SH SOLE 59,426 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 6,620,600 70,000 SH SOLE 70,000 0 0