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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| WEX INC | COM | 96208T104 | 378,350,995 | 2,409,572 | SH | SOLE | 2,409,572 | 0 | 0 | ||
| SLM CORP | COM | 78442P106 | 324,374,704 | 11,044,423 | SH | SOLE | 11,044,423 | 0 | 0 | ||
| ASBURY AUTO GP | COM | 043436104 | 308,435,965 | 1,396,649 | SH | SOLE | 1,396,649 | 0 | 0 | ||
| CONCENTRIX CORPORATION | COM | 20602D101 | 243,431,955 | 4,375,125 | SH | SOLE | 4,375,125 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 235,082,040 | 4,982,663 | SH | SOLE | 4,982,663 | 0 | 0 | ||
| MARRIOTT VACATIONS WDWIDE CORP | COM | 57164Y107 | 196,693,051 | 3,061,847 | SH | SOLE | 3,061,847 | 0 | 0 | ||
| CHRLS RIVER LABS | COM | 159864107 | 182,360,700 | 1,211,538 | SH | SOLE | 1,211,538 | 0 | 0 | ||
| CLARIVATE PLC | COM | G21810109 | 169,089,268 | 43,025,259 | SH | SOLE | 43,025,259 | 0 | 0 | ||
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 120,660,112 | 993,578 | SH | SOLE | 993,578 | 0 | 0 | ||
| WESTERN DIGITAL | COM | 958102105 | 26,874,023 | 664,705 | SH | SOLE | 664,705 | 0 | 0 | ||