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
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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
Builders FirstSource Inc Common Stock 12008R107   32,328,795 155,017 SH   SOLE   155,017 0 0
DOUBLEVERIFY HOLDINGS INC Common Stock 25862V105   8,320,895 236,658 SH   SOLE   236,658 0 0
Gitlab Inc Common Stock 37637K108   2,763,377 47,383 SH   SOLE   47,383 0 0
GoDaddy Inc Common Stock 380237107   22,370,112 188,491 SH   SOLE   188,491 0 0
JELD-WEN Holding Inc Common Stock 47580P103   6,037,557 284,388 SH   SOLE   284,388 0 0
Navient Corp Common Stock 63938C108   5,546,859 318,785 SH   SOLE   318,785 0 0
RH Common Stock 74967X103   7,174,156 20,600 SH   SOLE   20,600 0 0
Sleep Number Corp Common Stock 83125X103   30,828,784 1,923,193 SH   SOLE   1,923,193 0 0
ZOOMINFO TECHNOLOGIES INC Common Stock 98980F104   10,619,875 662,500 SH   SOLE   662,500 0 0