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
ADVANCED MICRO DEVICES INC COM 007903107   9,612,539 93,489 SH   SOLE   93,489 0 0
AERCAP HOLDINGS NV SHS N00985106   26,849,269 428,423 SH   SOLE   428,423 0 0
AMBARELLA INC SHS G037AX101   17,899,746 337,540 SH   SOLE   337,540 0 0
ARAMARK COM 03852U106   29,211,293 841,824 SH   SOLE   841,824 0 0
ARK ETF TR INNOVATION ETF 00214Q104   440,496 11,104 SH   SOLE   11,104 0 0
AXALTA COATING SYS LTD COM G0750C108   14,650,789 544,639 SH   SOLE   544,639 0 0
BURLINGTON STORES INC COM 122017106   23,821,189 176,062 SH   SOLE   176,062 0 0
CARVANA CO CL A 146869102   326,269 7,772 SH   SOLE   7,772 0 0
ELASTIC N V ORD SHS N14506104   20,301,795 249,899 SH   SOLE   249,899 0 0
ENERSYS COM 29275Y102   36,330,370 383,758 SH   SOLE   383,758 0 0
ENHABIT INC COM 29332G102   23,527,294 2,091,315 SH   SOLE   2,091,315 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   31,125,304 1,088,678 SH   SOLE   1,088,678 0 0
FULLER H B CO COM 359694106   209,466 3,053 SH   SOLE   3,053 0 0
GMS INC COM 36251C103   12,252,238 191,531 SH   SOLE   191,531 0 0
HARMONIC INC COM 413160102   54,401,440 5,649,163 SH   SOLE   5,649,163 0 0
IMPINJ INC COM 453204109   878,169 15,958 SH   SOLE   15,958 0 0
INDIVIOR PLC ORD G4766E116   191,743,237 8,311,367 SH   SOLE   8,311,367 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   7,978,466 471,262 SH   SOLE   471,262 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   18,946,528 107,200 SH Put SOLE   107,200 0 0
KBR INC COM 48242W106   14,940,760 253,491 SH   SOLE   253,491 0 0
LESLIES INC COM 527064109   553,016 97,706 SH   SOLE   97,706 0 0
MANNKIND CORP COM NEW 56400P706   2,870,189 694,961 SH   SOLE   694,961 0 0
MARQETA INC CLASS A COM 57142B104   18,999,650 3,177,199 SH   SOLE   3,177,199 0 0
META PLATFORMS INC CL A 30303M102   5,105,071 17,005 SH   SOLE   17,005 0 0
NORFOLK SOUTHN CORP COM 655844108   30,336,673 154,048 SH   SOLE   154,048 0 0
PEGASYSTEMS INC COM 705573103   10,194,708 234,847 SH   SOLE   234,847 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   12,419,869 2,459,380 SH   SOLE   2,459,380 0 0
QORVO INC COM 74736K101   32,590,976 341,374 SH   SOLE   341,374 0 0
REGAL REXNORD CORPORATION COM 758750103   38,047,944 266,293 SH   SOLE   266,293 0 0
SENTINELONE INC CL A 81730H109   23,758,640 1,409,172 SH   SOLE   1,409,172 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   25,948,036 60,700 SH Put SOLE   60,700 0 0
TEMPUR SEALY INTL INC COM 88023U101   40,777,089 940,865 SH   SOLE   940,865 0 0
TPI COMPOSITES INC COM 87266J104   175,096 66,074 SH   SOLE   66,074 0 0
VARONIS SYS INC COM 922280102   8,582,381 281,021 SH   SOLE   281,021 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   1,835,555 98,158 SH   SOLE   98,158 0 0
WARBY PARKER INC CL A COM 93403J106   20,934,191 1,590,744 SH   SOLE   1,590,744 0 0
WESTERN UN CO COM 959802109   1,132,861 85,953 SH   SOLE   85,953 0 0